ILBS Approach to ConnectWise <-> eAutomate Integration

Infinite Limit | Business Services employs our proprietary methodology as a guiding principle when implementing an integration of ConnectWise Manage with ECI eAutomate utilizing the CEO Juice Sync tools.

Our objective is to maintain a streamlined and effective process. During the Discovery phase, we engage in meetings with our clients to gain a comprehensive understanding of their objectives. This enables us to tailor the project plan to meet their specific requirements.

We are confident in our ability to advocate on our client’s behalf with relevant software vendors throughout the project lifecycle. At the same time, our role is to ensure that your project remains on track and provide guidance on industry best practices for effectively utilizing the syncs.

Currently, our focus is on providing support to Office Technology Dealers who also offer Managed IT Services. Specifically, dealers utilizing eAutomate to manage their OT business (printing and imaging) while also using ConnectWise Manage to administer their MSP (Managed Service Provider) business. Since ConnectWise Manage lacks a General Ledger, it is imperative to integrate it with a software package that provides this functionality, such as eAutomate.

Each of our clients has distinct requirements in this area. Some clients choose to install all of the CEO Juice syncs, while others implement only the specific syncs they require to meet their goals. The accompanying graphic illustrates the CEO Juice syncs that we support.

Now in our 4th year implementing the CEO Juice syncs for ConnectWise to eAutomate integration we have developed an understanding of the essential elements required for a successful integration. These are depicted in the diagram below. While these elements are crucial for a successful integration, their application may vary across different implementations.

During our discovery phase, we conduct a thorough analysis of the client’s system environment. During this process, we gather valuable insights into the client’s system, including:

• How long the client eAutomate system has been in operation.
• How long the client ConnectWise system has been in operation.
• If the CW system was:
  • Part of an acquisition
  • Newly installed, or
  • Operating internally for some number of years.
• How Contracts are being added to eAuto (if at all):
  • Manually to match CW Agreements, by line item
  • Manually as a summary of CW Agreements
  • Number of Agreements in CW, if at all
  • Number of IT Contracts in eAutomate, if at all