How does the integration work?
Users will be able to import/export records by matching (or mapping) types. Importing will take an hour or more depending on the amount of records the user has in their ConnectWise. Exporting will be faster than the import since only one contact/company will be uploaded at a time and could take a few seconds to several minutes.
This process is not automatic. Users need to click on import every time they want records to get imported from Connectwise into GlassHive. To export from GlassHive into Connectwise, users will need to go into the specific company and contact profile page to be able to export the records. You cannot bulk export records since the key here is to avoid sending clutter to Connectwise and only send records that have an opportunity attached to them.
HOW CONNECTWISE ➡ GlassHive WORKS
The import will be done under your account settings
You must complete all the mapping in the following order : Connection ➡ Users ➡ Companies ➡ Contacts ➡ Opportunities ➡Activities
Every time you choose to import, you must go back to your account settings and click "Import" in the following order : Companies ➡ Contacts ➡ Opportunities ➡Activities
STEP 1 : SAVE CREDENTIALS
Add your credentials and check if they are valid
STEP 2: MAP USERS AND INVITE USERS
Import users by selecting role type. E.g. "No Types, Marketer, Salesperson,..."
You must click on "Invite" under your account settings, every time you want to invite new members. This will also link GlassHive users and CW users that have the same email addresses for their accounts
STEP 3 : MAP AND IMPORT COMPANIES
Import companies by selecting company type E.g. " Prospects, No Type, Client,..."
If the company has several company types, GlassHive will only use the first company type to identify the company
Unlinked companies will be linked if the following matches : Phone Number ➡ Website URL ➡ Name. This will prevent duplicates
STEP 4 : MAP AND IMPORT CONTACTS
Import contacts by selecting contact type. Eg. "No Status, Talking,..."
Contacts will be added to the list that was created based on the company type that the contact is associated to
Contacts that are not a part of a company will also get imported
STEP 5 : MAP AND IMPORT OPPORTUNITIES
Opportunities will only be linked to the salesperson if the salesperson exists in both GlassHive and Connectwise. All opportunities will download with or without having a salesperson linked to the opportunity.
Only the Name and GlassHive opportunity status will get updated
STEP 6: MAP AND IMPORT ACTIVITIES
Activities can only be mapped to Call, Email, Note, and Meeting
The Contact in ConnectWise that has an activity will only get downloaded if the contact exist in GlassHive. If contact does not exist in GlassHive, the contact must get downloaded first.
Activities created in Connectwise must be created by a user in GlassHive
HOW GlassHive ➡ CONNECTWISE WORKS The export will be done under the Contact/Company Profile Page
You will be able to export directly from the Company or Contacts profile page. All your mapping must be completed to be able to export records.
Whoa! You recommend a backup before turning on the integration? Why?The ConnectWise integration will sync information on both GlassHive and ConnectWise's side. When you have a large dataset in GlassHive and large dataset in ConnectWise, there could be a huge disconnect between that data. Thus, when you turn on the integration, it will attempt to merge the differences, taking whichever record is more current.
You can mitigate this difference by uploading an export of your Contacts before turning on the integration. However, there is always a risk when merging large datasets that your Contacts and Companies can change in ways you don't desire. This is why we always recommend a backup in case you weren't prepared for the changes that may occur.
Will Inactive Contacts/Companies get downloaded?
Inactive Contacts will not get downloaded.