Why FlexPoint and Connectwise?
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.
Connectwise PSA and FlexPoint
Manual, error-prone data entry across systems.
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 it works
Invoice & 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 sync
Payments made in FlexPoint are automatically recorded and updated in ConnectWise, facilitating real-time financial accuracy and reducing manual tracking.
Configure AutoPay rules
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.
Connectwise and FlexPoint integration
How do I set up the ConnectWise PSA and FlexPoint integration?
Setting up the integration involves creating an API member in ConnectWise, generating API keys, and configuring these keys in FlexPoint to start the synchronization process.
Does the ConnectWise and FlexPoint integration affect management of historical invoices?
FlexPoint integrates seamlessly to import both historical and new invoices from ConnectWise, including detailed line items, which helps maintain a comprehensive financial history and facilitates accurate reporting.
What are the benefits of the dual integration with ConnectWise PSA and QuickBooks Online via FlexPoint?
Dual integration allows FlexPoint to act as a bridge between ConnectWise and your accounting software, maintaining continuity of workflows, eliminating duplicate data entry, and enhancing overall financial management efficiency.
Can I manage AutoPay rules for ConnectWise agreements directly in FlexPoint?
Yes, you can configure and manage AutoPay rules based on specific ConnectWise agreements directly within FlexPoint, streamlining your billing processes and ensuring compliance with contract terms.
How does the ConnectWise and FlexPoint integration simplify data management?
The integration allows for real-time two-way synchronization, automatically updating both invoice details and client information across systems, thus ensuring data consistency and accuracy.
Working with FlexPoint has been an incredible experience. The team is responsive, the platform works excellently, and our client experience has never been stronger.
From day one, FlexPoint delivered unmatched support, a frictionless product, & a commitment to innovation. It's also reassuring knowing our clients approve of them as much as we do.
FlexPoint changed the game for us by bringing all of our complex billing operations under one roof. It was the perfect fit, and we're now poised for greater future growth with a trusted partner by our side.