Step 1
Create a New API Member in ConnectWise
Step 2
Enter FlexPoint specific credentials
Step 3
Generate API Keys
Step 4
Add the API keys in FlexPoint
Step 5
Start Syncing!
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Integrate FlexPoint + ConnectWise PSA
Optimize Billing Workflow Efficiency and Data Accuracy
BENEFITS
Why FlexPoint and ConnectWise PSA?
Upgrade your operational efficiency with the FlexPoint + ConnectWise PSA integration. Get rid of repetitive tasks with automated data syncing and reconciliation.
Eliminate double data entry
Reduce the time and potential for errors associated with manual entries by automatically importing and updating client and invoice data from ConnectWise to FlexPoint.
Real-time Invoice Syncing
Maintain up-to-date invoice information with a two-way sync between ConnectWise and FlexPoint, ensuring that any changes in one system are immediately reflected in the other.
Dual Integration Efficiency
Simultaneously connect ConnectWise and QuickBooks Online to FlexPoint to streamline workflows and eliminate duplicate data entry across systems.
Transforming operations
Before and After ConnectWise and FlexPoint Integration
Discover how integrating ConnectWise with FlexPoint revolutionizes MSP payment operations. This side-by-side comparison highlights key enhancements in workflow and data management.
Before
After
Manual, error-prone data entry across systems.
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Automatic two-way sync ensures accurate, up-to-date data with minimal manual intervention.
Separate updates needed in accounting software after editing invoices in ConnectWise.
Dual integration updates invoices in FlexPoint and accounting software simultaneously, streamlining processes.
Repetitive data input for client information across systems.
Integrated systems share and update client data seamlessly.
Manual management of AutoPay rules and agreements in ConnectWise.
AutoPay rules managed directly in FlexPoint, automating billing cycles.
Time-consuming manual data compilation for financial reports.
Real-time data from ConnectWise enhances financial reporting in FlexPoint.
How ConnectWise Integration Enhances Workflow Efficiency with FlexPoint
Gain insight into the streamlined integration process between ConnectWise and FlexPoint that automates crucial financial operations. This detailed walkthrough covers the core functionalities that enhance efficiency and ensure consistent data across platforms.
Invoice and Client Data Import
Automatically imports both historical and new invoices, including detailed line items, along with client information from ConnectWise to FlexPoint, ensuring comprehensive data alignment.
Two-Way Payment Synchronization
Payments made in FlexPoint are automatically recorded and updated in ConnectWise, facilitating real-time financial accuracy and reducing manual tracking.
AutoPay Rules Configuration
Set up and manage AutoPay rules directly in FlexPoint based on specific ConnectWise agreements, streamlining payment processes according to predefined terms.
Dual Integration Sync
ConnectWise integrates simultaneously with FlexPoint and your accounting software, maintaining seamless workflow continuity and preventing any duplicate data entry.
Enhanced Reporting Functions
Utilizes synchronized data to generate detailed financial reports within FlexPoint, offering enhanced insights and aiding in informed decision-making.
Effortlessly Setting Up ConnectWise Integration with FlexPoint
Follow this straightforward guide to integrate ConnectWise with FlexPoint, enhancing your MSP's operational capabilities with efficient data synchronization and streamlined financial management.
Read Full Documentation
Frequently Asked Questions: ConnectWise and FlexPoint Integration
Explore the frequently asked questions to discover how integrating ConnectWise with FlexPoint can optimize your MSP's operational workflows.
How does this integration simplify data management?
Can I manage AutoPay rules for ConnectWise agreements directly in FlexPoint?
What are the benefits of dual integration with ConnectWise and QuickBooks Online via FlexPoint?
How does the integration affect management of historical invoices?
What steps are required to integrate ConnectWise and FlexPoint?
Trusted by hundreds of service providers
80% faster payment processing
“Working with FlexPoint has been an incredible experience. The team is responsive and our client experience has never been stronger.”
Save 80 hours each month on billing tasks
"From day one, FlexPoint delivered unmatched support, a frictionless product, & a commitment to innovation."
Boost operational efficiency by 30%
"From more secure invoicing to a highly intuitive platform, it’s hard to quantify the incredible peace of mind FlexPoint provides. It’s truly priceless.”
Increase automatic payments by 20%
"Working with FlexPoint has been fantastic. Talk about a receptive, growth-minded partner."
3x faster payment processing
"FlexPoint simplifies our accounting process significantly. The ease of use for us and our clients has been great.”
$10k reduction in annual credit card fees
"Using FlexPoint has significantly reduced manual work. We get paid faster and spend less time on invoicing. It's just a win-win.”
