Best ConnectWise Integration for MSPs: Streamline Operations and Billing

ConnectWise PSA (formerly ConnectWise Manage) is a widely adopted Professional Services Automation (PSA) platform for Managed Service Providers (MSPs). The platform serves as the central hub for managing tickets, projects, billing, and service delivery. However, the primary value of ConnectWise PSA comes from how well it integrates with the rest of an MSP’s software stack. 

MSPs typically utilize a range of tools, including accounting systems, Remote Monitoring and Management (RMM) platforms, documentation databases, billing software, sales & quoting solutions, and workflow automation services. By integrating ConnectWise PSA with these systems, MSPs can eliminate data silos and manual work. 

In this article, we provide a comprehensive overview of why deep ConnectWise PSA integrations are critical for MSPs. We will highlight the key features to prioritize in integration software, review the top available integration solutions, and provide guidance on selecting the right option. 

Finally, we will show how FlexPoint, an MSP-focused billing automation platform, enhances ConnectWise PSA to streamline operations and billing.

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Why MSPs Need the Right ConnectWise PSA Integrations

ConnectWise PSA effectively manages tickets, projects, and agreements. However, on its own, it doesn’t cover the full range of tools MSPs rely on. 

Most providers also use RMM software, documentation systems, accounting platforms, and project management tools. When these systems remain disconnected, the result is duplicate data entry, silos, and an increased likelihood of billing errors.

Relying only on single-use add-ons like Wise-Sync often adds to these challenges. Those tools focus narrowly on billing and still require manual work. The real value of ConnectWise PSA comes when it’s integrated into the wider tech stack, connecting operations, finance, and client services into one cohesive workflow.

Without integration, staff spend unnecessary time updating the same data across different platforms. 

For instance, a ticket closed in ConnectWise PSA might not trigger an alert in your RMM tool, or a new client record may need to be entered separately into both ConnectWise and your accounting software. Over time, these gaps lead to missed details, inconsistent records, and longer resolution times.

Integrations allow ConnectWise PSA to serve as the central hub for an MSP’s daily operations.

Some common use cases include: 

  • Streamlined Billing: Sync invoices and payments between ConnectWise PSA and your accounting or billing software, automate recurring agreement billing, update client contact details across systems, and reconcile payments without spreadsheets
  • Service and RMM Coordination: Automatically create ConnectWise PSA tickets from RMM alerts, ensuring no issues slip through the cracks.
  • Client Data Management: Sync contact information across systems so that sales, service, and finance teams all work with the same accurate records.
  • Onboarding and Offboarding: Integrate PSA workflows with Microsoft 365 or identity tools to automatically provision or de-provision user accounts when staff changes occur at a client site.
  • Documentation Access: Connect PSA tickets with other platforms so technicians can quickly access credentials, assets, and SOPs without leaving the ticket screen.
  • Reporting and Visibility: Unified data across PSA, accounting, and service systems makes it easier to generate accurate reports and track performance metrics without spreadsheets.

Automating workflows reduces manual labor across departments, cuts down on errors, and accelerates both service response and cash collection. Staff can focus on resolving client issues instead of managing data between systems. 

Ultimately, the right ConnectWise PSA integrations help MSPs scale efficiently. Instead of adding more staff to keep up with growth, providers can rely on integrated systems to maintain accuracy, increase speed, and deliver a consistent client experience.

Key Features to Look for in ConnectWise PSA Integration Software

When evaluating software integration for ConnectWise PSA, MSPs should prioritize features that directly address their operational pain points. 

Look for the following must-have capabilities, and consider how each feature translates into real-world benefits for your business:

1. Secure, Role-Based Access:

The integration tool should offer granular permissions, allowing only authorized finance or admin users to configure sync settings or initiate data transfers. This protects sensitive client and financial data within ConnectWise PSA and connected systems. 

Role-based access ensures security compliance and prevents unauthorized changes.

2. Scalable and Reliable: 

As your MSP grows, the integration must handle increasing data volume (more clients, tickets, and invoices) without constant manual intervention. A reliable integration platform runs in the background and can scale with your business. 

This means fewer disruptions or delays, even as you onboard new clients or add services. A robust system will queue and retry syncs as needed to maintain data consistency.

For example, an MSP onboarding five new clients in one month should see invoices and agreements automatically sync without disruption, rather than needing a staff member to export and re-enter billing data manually.

3. Automated Agreement & Recurring Billing Sync: 

One of the most critical features is the ability to automatically sync ConnectWise PSA agreements (managed service contracts, recurring services) into your billing or payment system. 

The integration should retrieve agreement details and generate invoices on a predefined schedule for each client, including the correct recurring charges. This automation ensures no recurring revenue is missed and that billing aligns precisely with service contracts. 

It also frees your team from manually tracking contract renewals or usage-based charges.

4. One-Click Invoice Generation: 

The integration software should capture all billable items from ConnectWise PSA, such as time entries on tickets, product sales, and project fees. The software should also allow you to generate invoices with a single click in your financial system. 

For example, a client project with 30 tickets can be turned into a single consolidated invoice in minutes, rather than having finance spend hours cross-checking ConnectWise PSA tickets against QuickBooks.

By syncing billable data directly from ConnectWise PSA, you avoid double entry and ensure invoices are accurate. This feature reduces the invoicing process from hours to minutes, which improves billing efficiency and cash flow.

5. Payment Collection & Reconciliation: 

A strong ConnectWise PSA integration doesn’t stop at invoicing; it should also streamline payment collection. The integrated billing software should be able to take payments (via credit card, ACH, installment plans, etc.) through a client portal or payment processor and automatically mark the corresponding ConnectWise PSA invoices as paid. 

Ideally, the billing software will also reconcile deposits by matching paid invoices to bank transactions or accounting entries. This end-to-end process means that when a client pays, both ConnectWise PSA and your accounting system update immediately. 

Automated billing systems increase accuracy by eliminating the human errors associated with manual data entry and reconciliation. For an MSP, this means fewer unchecked invoices and less time spent balancing books each month.

6. Real-Time Payment Status Sync: 

In a fully integrated setup, any payment status change is reflected in ConnectWise PSA in real time. When a client’s payment succeeds or fails, your team should see that status on the ConnectWise PSA invoice at once. 

Real-time updates prevent scenarios such as technicians continuing work for a client whose payment bounced or awkward collection calls after a client has already paid. 

For example, suppose a $4,000 client payment fails due to insufficient funds. In that case, the failed status appears immediately in ConnectWise PSA, preventing technicians from continuing work under the assumption that the account is current.

Both the service and finance teams operate with the same up-to-date information, which improves decision-making and client communication.

7. Automated Late Fees and Reminder Workflows: 

A robust integration between ConnectWise PSA and the new software can help enforce your MSP’s billing policies through automation. 

Look for features such as automatic payment reminders sent to clients for overdue ConnectWise PSA invoices, as well as the ability to add late fees or finance charges after a specified grace period. 

These automated billing workflows ensure consistent follow-up on receivables without consuming your staff’s time. 

For instance, the system might email a polite reminder one day after an invoice is due, and apply a late fee on the next invoice if the payment still hasn’t arrived. Such features directly tackle slow collections and reduce aged receivables

For example, Excellent Networks, a Texas-based MSP, adopted automated reminders through FlexPoint (a billing software that integrates with ConnectWise PSA). They saw payment speed increase by over 80%, while saving more than 24 hours per year that had previously been spent on manual processing and client outreach.

 Excellent Networks Results with FlexPoint

Each of these features addresses common MSP challenges

  • Reducing manual data entry errors
  • Speeding up billing cycles
  • Improving cash flow insight
  • Eliminating routine tasks for your team 

Automated MSP billing systems and integrations that include these capabilities can reduce administrative burdens and ensure that no details are overlooked when it comes to billing and payments. 

Always map an integration’s features to your specific pain points (e.g., missed billings, slow collections, billing errors) to assess its potential impact on your operations.

Best ConnectWise PSA Integration Solutions for MSPs

Several integration solutions are available to extend ConnectWise PSA’s functionality. 

Below, we review some of the top options that MSPs should be aware of, covering a range of use cases, from billing automation to workflow orchestration and documentation management. 

For each solution, we outline its functionality, key features, supported integrations, advantages, disadvantages, and pricing. 

It is important to note that the most appropriate integration is the one that aligns with your MSP’s specific needs: the depth of automation, compatibility with your existing tools, and support for your processes.

1. FlexPoint:

FlexPoint Home Page

FlexPoint is a billing, accounts receivable, and payment platform built specifically for MSPs. The platform automates key billing workflows, including automated billing, payment reminders, and deposit reconciliation. 

With real-time syncing to PSA and accounting systems, plus branded client portals and multiple payment options (credit cards, ACH, installment plans, etc.), FlexPoint helps MSPs reduce manual work, accelerate payments, and gain complete visibility into cash flow.

For example, an MSP might sync ConnectWise PSA agreements into FlexPoint to automatically generate invoices and let clients pay through a branded portal, with payments reflected instantly in both ConnectWise and QuickBooks.

FlexPoint ConnectWise Accounting Software Integration

FlexPoint Features:

FlexPoint Integrations:

Pros of Using FlexPoint:

Cons of Using FlexPoint:

  • Limited integrations beyond PSA and accounting (but expanding soon based on MSP/customer feedback)

FlexPoint Pricing:

2. Zapier

Zapier Home Page

Zapier is a general-purpose automation tool that connects thousands of apps through customizable workflows, known as “Zaps.” MSPs use Zapier to automate tasks between platforms that may not natively integrate, such as syncing form responses into ticketing tools or triggering alerts from billing systems. 

For instance, a support request submitted through Google Forms can automatically generate a ConnectWise PSA ticket via Zapier, saving staff from manually copying information and ensuring no client request gets overlooked. 

While not explicitly built for MSPs, its flexibility makes it a valuable option for automating lightweight or one-off processes across a diverse tech stack.

Zapier Features:

  • Drag-and-drop workflow builder (Zaps)
  • Multi-step automation with conditional logic
  • Pre-built templates for ConnectWise PSA triggers
  • No coding required

Zapier Integrations:

  • PSA Software: ConnectWise Manage
  • Other Business Apps: Gmail, Google Workspace, Slack, HubSpot, Microsoft Teams, Salesforce

Pros of Using Zapier:

  • Broad compatibility with thousands of platforms (e.g., Slack, Google Sheets, QuickBooks, Gmail)
  • Fast setup with minimal technical skill required
  • Flexible automation for various business needs

Cons of Using Zapier:

  • Pricing can become expensive as usage increases or advanced features are needed
  • Not MSP-specific; may require manual configuration
  • Limited advanced automation compared to RPA platforms

Zapier Pricing:

  • Free for basic use
  • Paid plans: $29.99/month for individuals and $103.50/month for teams.
  • Enterprise pricing varies

3. Rewst

Rewst Home Page

Rewst is a purpose-built automation platform for MSPs, designed to streamline complex workflows through a low-code interface. The platform supports integrations with tools such as ConnectWise PSA, Autotask, and IT Glue

Rewst enables automation of tasks such as ticket categorization, billing reviews, and user onboarding or offboarding. 

For example, when an offboarding ticket is closed in ConnectWise, Rewst can automatically disable a user’s Microsoft 365 account, revoke permissions, and update related documentation, all without requiring technician intervention. 

Rewst is particularly valuable for MSPs aiming to scale operations efficiently. The platform offers a visual workflow builder and broad integration capabilities to reduce manual workload without expanding staff.

Rewst Features:

  • Drag-and-drop flow builder
  • Multi-system task automation
  • Built-in triggers for PSA and RMM events

Rewst Integrations:

  • PSA Software: ConnectWise Manage, Autotask, Kaseya BMS
  • RMM Tools: ConnectWise Automate, NinjaRMM, Datto
  • Other Business Apps: Microsoft 365, Slack, Liongard

Pros of Using Rewst:

  • Purpose-built for MSP automation
  • Supports complex multi-step workflows
  • High extensibility with scripting/API access

Cons of Using Rewst:

  • Learning curve associated with Rewst’s proprietary scripting/logic for more advanced automations
  • Pricing may not suit small MSPs

Rewst Pricing:

  • Pricing information is not available publicly. MSPs must contact the Rewst team to get pricing details.

4. IT Glue

IT Glue Home Page

IT Glue is a documentation platform from the Kaseya Company designed for MSPs to centralize and standardize their client data. The platform helps organize everything from network diagrams and passwords to processes and vendor information, all in a secure, searchable interface.

For example, when integrated with ConnectWise PSA, a technician working on a ticket can instantly access related IT Glue documentation, such as server credentials or firewall settings, without leaving the PSA screen, thereby reducing resolution time and errors.

The platform integrates with primary PSA and RMM tools, improving efficiency, reducing onboarding time for techs, and ensuring continuity across service teams.

IT Glue Features:

  • Centralized, structured IT documentation
  • Intelligent search and linking
  • Role-based access and audit logs

IT Glue Integrations:

  • PSA Software: ConnectWise, Autotask, Kaseya BMS
  • RMM Tools: ConnectWise Automate, Datto RMM
  • Other Business Apps: Microsoft 365, Auvik, Slack

Pros of Using IT Glue:

  • Industry-standard for MSP documentation
  • Password management features save time and reduce errors with autofill and injection tools

Cons of Using IT Glue:

  • Higher cost than newer competitors
  • Requires consistent use to stay current
  • Mobile app experience is subpar, according to some users

IT Glue Pricing:

  • Plans range from $29 to $44 per user per month (with a five-user minimum)
  • Higher tiers include more features

5. Hudu

Hudu Home Page

Hudu is a knowledge and documentation platform built for MSPs. The platform supports structured documentation, password management, asset tracking, and flexible integrations with PSA and RMM solutions. 

MSPs often choose Hudu for its user-friendly interface, self-hosting options, and expanding feature set, which is designed to enhance operational efficiency and internal knowledge sharing.

With its ConnectWise PSA integration, an MSP technician can, for example, open a service ticket and immediately access Hudu to view SOPs, asset details, or client credentials, keeping information in sync and reducing the time spent switching systems.

Hudu Features:

  • Knowledge base and asset management
  • Client SharePortals
  • Fast search and intuitive UI

Hudu Integrations:

  • PSA Software: ConnectWise, Autotask, Syncro, HaloPSA, Pulseway PSA
  • RMM Tools: NinjaRMM, Atera, Liongard (via API), Pulseway RMM
  • Other Business Apps: ConnectWise Control, Microsoft 365, Addigy, OpenAI

Pros of Using Hudu:

  • Affordable flat-rate pricing
  • Flexible customization for SOPs, assets, and templates to fit different MSP environments
  • Self-hosted or cloud-based options

Cons of Using Hudu:

  • Smaller community and ecosystem
  • Fewer advanced features than IT Glue
  • Some users note limited mobile app functionality, often requiring web access for full usability

Hudu Pricing:

  • $30/user/month (lower with annual billing)
  • No minimum users; 14-day free trial available

How to Choose and Implement the Right ConnectWise PSA Integration for Your MSP

Selecting a ConnectWise PSA integration solution is a strategic decision that can significantly influence your MSP’s efficiency. 

To choose and implement the proper integration, consider the following practical steps:

1. Assess Your Operational Workflows:

Start by mapping out the current workflows between ConnectWise PSA and your other systems. Identify where manual effort is being spent. 

For example, list tasks such as exporting ConnectWise PSA invoices to QuickBooks, manually updating ticket statuses for billing, or copying client data into documentation. 

Pinpoint the areas causing delays, errors, or frustration (e.g., “we often forget to invoice time from tickets” or “payment statuses aren’t reflected in ConnectWise, causing confusion”). 

This assessment will clarify what you need an integration to accomplish.

2. Identify Integration Priorities:

Based on your workflow audit, decide which data and processes must be synchronized. 

Perhaps your top priority is synchronizing invoices and agreements with accounting, or maybe it’s real-time alerting and ticket management across various tools. Rank the features from the Key Features section by importance to your business. 

If missed billing and slow collections are your pain points, focus on billing integration features. If service coordination is an issue, you may want to prioritize workflow automation between ConnectWise PSA and other applications. 

Knowing your priorities will help narrow down the solutions that best meet them.

3. Shortlist and Compare Solutions:

Research the integration tools that cater to your priority needs. Shortlist a few that are known in the MSP community (such as the ones discussed above). 

Compare them on critical factors: 

  • Do they integrate with all your existing systems (PSA, accounting, etc.)? 
  • How deep is the integration (basic data sync vs. complete workflow automation)? 
  • Are they MSP-focused with relevant support? 

Consider the company behind the product as well. Check reviews or ask peers about reliability and support responsiveness. It’s wise to leverage community input (MSP user groups, forums) for real-world experiences on each solution’s pros and cons.

4. Test with Real Data:

Before fully committing, do a trial or pilot implementation. Most software free trials or, at the very least, a demo environment. Use your actual ConnectWise PSA data in the test. For example, sync a small set of invoices or tickets to see how it works. 

Ensure you involve both technical staff, operations,  and the finance team in testing if the integration spans those areas. 

Observe how the integration handles edge cases or errors (e.g., what happens if an invoice fails to sync? Are errors logged clearly?). 

This hands-on approach will validate whether the integration meets your expectations and identify any necessary configuration adjustments that may be required.

5. Train and Document:

Once you select a solution and set it up in production, invest time in training the relevant team members. Show technicians how tickets or agreements will flow through the integration. Train the accounting/bookkeeping team on how invoices or payments sync and what to monitor. 

Create a simple internal guide that documents how the integration works and outlines who to contact if any issues arise. Proper training helps with user adoption and ensures that your team trusts the new automated workflows, rather than bypassing them.

6. Monitor, Audit, and Optimize:

After implementation, monitor the integration’s performance closely. Regularly review sync logs or dashboards to ensure data is flowing correctly. In the first few months, you might schedule periodic payment audits

For example, verify that all ConnectWise PSA invoices for the month made it into the accounting system, or that every closed ticket triggered its intended follow-up action. Monitoring helps catch any issues early (such as an API connection expiring). 

Over time, gather feedback from your team: Has the integration saved them time? Are there still manual workarounds happening? Use this input to optimize further. 

You may discover additional features to enable or new processes to automate once the initial integration is running smoothly.

Remember that integration should not be treated as a one-time project. Treat it as an ongoing part of your operations management. 

As your MSP evolves (such as adding new services, tools, or changing business processes), revisit and adjust your ConnectWise PSA integrations accordingly. Continuous improvement will ensure that the integration continues to deliver value and scale with your growth.

How FlexPoint Maximizes the Value of ConnectWise PSA for MSPs

For MSPs focused on streamlining billing and finance, FlexPoint offers a deep integration with ConnectWise PSA that addresses end-to-end payment workflows. 

FlexPoint’s approach is to synchronize everything between ConnectWise PSA, your accounting system, and the client payment experience in real-time. 

Here are the key ways FlexPoint maximizes ConnectWise PSA’s value:

1. Real-time Data Sync with GL Connect:

FlexPoint MSP-Specific Integrations

FlexPoint establishes a dual synchronization with ConnectWise PSA and accounting software simultaneously. This means when you create or update an invoice or agreement in ConnectWise PSA, it is automatically pulled into FlexPoint (and your accounting platform, such as QuickBooks Online) without any exports. 

Conversely, any payment recorded in FlexPoint is immediately reflected in ConnectWise PSA and your accounting tool. This end-to-end sync ensures all systems mirror each other, eliminating discrepancies. 

For example, if a client adds services mid-month, the agreement change in ConnectWise PSA will be reflected in FlexPoint’s billing, and the invoice generated will sync to QuickBooks in a seamless process.

2. Automatic Invoice Creation and Collection:

FlexPoint Invoice Creation

FlexPoint automates invoice generation using ConnectWise PSA data and then handles the payment collection on those invoices. 

Recurring invoices are created on schedule (using ConnectWise PSA agreement terms or recurring products), and one-time charges from tickets or projects can be billed with one click in FlexPoint. 

Once invoices are out, FlexPoint’s integrated AutoPay and online payment portal encourage faster payment. Clients can save payment methods and even enroll in automatic payments for their recurring services. 

When payments come in, FlexPoint automatically reconciles them against the invoices and updates ConnectWise PSA with the paid status. This level of automation significantly reduces the billing cycle. 

Many FlexPoint users see more invoices paid on time without repeated collection efforts.

Consider Compunet Technologies, an MSP based in Orange County that was looking for an invoicing solution compatible with its existing systems. They chose FlexPoint to streamline billing without disrupting internal workflows.

With FlexPoint, invoicing was automated and became 95% faster, cutting monthly billing time from 5 hours to just 15 minutes.

Compunet Technologies Results with FlexPoint

The AutoPay feature also helped stabilize cash flow, with most clients submitting payments within 72 hours rather than at irregular intervals throughout the month.

Overall, Compunet Technologies achieved four times faster billing cycles after switching to FlexPoint.

3. Real-Time Dashboards and Cash Flow Visibility:

FlexPoint Reporting and Analytics

With FlexPoint, MSPs get real-time insight into their billing operations. The platform provides dashboards for accounts receivable aging, recent payments, and revenue trends. Since ConnectWise PSA and FlexPoint are synced live, these dashboards are always up to date with the latest info. 

Finance teams can quickly identify which ConnectWise PSA agreements are not yet invoiced or which invoices are overdue, triggering reminders. Essentially, FlexPoint turns the data from ConnectWise PSA into actionable financial intelligence that is instantly available. 

This helps MSP owners make informed decisions (for instance, spotting a client who is consistently late or seeing the impact of new sales on MRR immediately).

4. Automated Agreement Billing and Late Fee Enforcement:

FlexPoint is particularly strong in handling managed services agreements. The platform will automatically bill agreements (including prorated or usage-based agreements) by pulling the details from ConnectWise PSA periodically. This guarantees no recurring revenue is missed. 

Additionally, FlexPoint can help MSPs apply late fees or finance charges automatically based on your policy and send past-due reminders through the client portal notifications. 

By automating these tasks, FlexPoint ensures ConnectWise PSA agreements translate to actual revenue with minimal delay or manual work. 

5. Secure, Compliant, and Scalable:

FlexPoint Security

FlexPoint is built with security at its core. The platform uses encrypted payment tokenization and role-based access for sensitive actions. It includes features that simplify the complexities of PCI requirements and SAQ-A compliance, giving MSPs confidence that integrating ConnectWise PSA with an external system won’t introduce additional risk.

Unlike platforms that restrict usage through API call limits, FlexPoint scales according to transaction volume. 

FlexPoint pricing is structured across three subscription tiers

  • Essentials (up to $50k in monthly processing, $1.00 per ACH)
  • Growth (up to $100k per month, $0.50 per ACH)
  • Plus (unlimited monthly volume, $0.25 per ACH)

All tiers use interchange-plus pricing for credit card transactions and include native PSA and accounting integrations. As your MSP grows, you can seamlessly upgrade to the next plan to support higher payment volumes without disruption.

The platform also maintains a complete audit log of all sync activity. Every invoice sync, payment collection, or reconciliation update is tracked, which is valuable for troubleshooting and demonstrating compliance. 

Data, such as agreements, tickets, and client records, are leveraged to generate timely invoices, collect payments, and automatically align financial systems.

The result is a more efficient operation: service technicians spend less time on billing admin, finance receives accurate numbers in real time, and leadership gains clear visibility into accounts receivable and cash flow without cobbling together spreadsheets.

Conclusion: Streamline Your Operations and Billing With the Right ConnectWise PSA Integration

A robust ConnectWise PSA integration connects your entire operational and financial picture as an MSP. 

By eliminating the gaps between service delivery, billing, and accounting, you create a single source of truth and a smoother workflow for your team. This means technicians, account managers, and finance staff are all on the same page, informed by the same up-to-date information. 

When selecting integration solutions, MSPs should prioritize those that bridge silos and automate tedious tasks. 

The best ConnectWise PSA integrations will unify data across platforms, allowing your PSA, documentation system, and financial tools to work in concert. 

Whether you utilize a flexible connector like Zapier, a comprehensive MSP automation platform like Rewst, or a specialized billing integration such as FlexPoint, the goal is to free your team from repetitive tasks and allow them to focus on delivering excellent service. 

FlexPoint, in particular, stands out as a best-in-class solution for MSPs serious about efficiency and growth in their billing operations. The platform delivers the deepest automation, specifically for ConnectWise PSA users, handling agreements, invoices, payments, and reconciliation all in real-time. 

With FlexPoint, MSPs can future-proof their operations, knowing that as they scale, their billing process will remain efficient, accurate, and transparent for both the business and clients.

Ready to automate your MSP’s ConnectWise PSA billing and operations?

FlexPoint syncs everything with ConnectWise PSA—agreements, invoices, and payments—so you can focus on growing your business.

Schedule a demo to see FlexPoint in action

Additional FAQs: ConnectWise PSA Integration for MSPs

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Best ConnectWise Integration for MSPs: Streamline Operations and Billing

Discover the best ConnectWise integrations for MSPs. Learn how to streamline operations and billing, improve efficiency, and choose the right integration for your business.

Victor Lopez
CEO of FlexPoint

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Table of Contents
How Secure Are ConnectWise PSA Integrations With Billing Platforms?

ConnectWise PSA integrations with billing platforms can be very secure as long as best practices are followed. Reputable integration tools, such as FlexPoint, use encrypted connections (API keys, HTTPS) to transfer data and often comply with standards such as PCI-DSS for payment information. 

It’s crucial to ensure role-based access is set up, so only authorized staff can view financial data or make sync changes. 

Always choose integration solutions that emphasize security features (encryption, audit logs, two-factor authentication) and regularly review the access permissions in both ConnectWise PSA and the integrated platform.

How Does FlexPoint Integrate With ConnectWise PSA?

Setting up the integration is straightforward with FlexPoint’s onboarding: you enter your ConnectWise PSA API credentials into FlexPoint, configure which data to sync, and the system handles the rest. 

Once connected, FlexPoint automatically pulls data such as clients, agreements, and invoices from ConnectWise PSA. FlexPoint then pushes updates back to ConnectWise PSA, such as payment statuses or new invoices generated. The integration is continuous and real-time.

For example, when an invoice is paid through FlexPoint’s portal, the corresponding ConnectWise PSA invoice is immediately marked as paid.

Where Can I Learn More About Automating MSP Billing?

To gain deeper insight into how MSPs can automate billing within Autotask, you can review additional resources on our blog. 

These articles on MSP billing automation examine best practices for reducing manual invoicing, applying automation to recurring contracts, and improving payment collection efficiency. They also outline practical methods for minimizing administrative overhead while maintaining accuracy in financial processes.

For MSPs seeking a more direct view of how automation works in practice, book a personalized demo

During your demo, we can demonstrate how FlexPoint integrates with Autotask to streamline billing, reconciliation, and accounts receivable management.