ConnectWise Manage Integration · Live Today

Your ConnectWise agreements, always accurate.

When a subscription changes in Work 365, the calculated invoice line pushes directly to your ConnectWise Agreement as an Addition. Your service team sees the same billing picture your finance team sees. No manual update. No discrepancy to reconcile at month end.

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See how it works
Live todayProration done before pushAzure & NCE coveredMarkup applied in Work 365
Without Work 365
M365 Business Premium
25 seats (should be 30)
D365 Sales
5 seats (should be 8)
Azure Plan
Not in agreement
Manual reconciliation every month
Work 365 pushes
With Work 365
M365 Business Premium
30 seats (current)
D365 Sales
8 seats (current)
Azure Plan
Usage billed correctly
Agreements match invoices. Always. Every billing cycle.
One-way
Work 365 pushes to ConnectWise. Never the reverse. Your billing data stays in Work 365.
Pre-calc
Proration and markup applied before ConnectWise sees it. No calculation in ConnectWise.
Full stack
M365, Azure, NCE, annual and monthly; all billing types covered in every push.
How data maps

Work 365 and ConnectWise speak different languages. Here is the translation.

Every Work 365 entity has a ConnectWise equivalent. Once mapped, changes in Work 365 flow to the right place in ConnectWise automatically.

Account → Company record
ConnectWise is where your team manages customer relationships.
Billing Contract → Agreement
One billing contract in Work 365 maps to one Agreement in ConnectWise.
Invoice Line → Addition
Proration, markup, and billing period calculated by Work 365. ConnectWise gets the finished line.
Product Price → Product record
Annual and monthly prices sync as two separate ConnectWise products.
Contact → Contact
Contact records stay consistent across both systems.
Integration direction

Work 365 is always the source of truth.

Work 365
Billing engine — Source of truth
One-way
ConnectWise
PSA tool — Receives data

Your billing logic stays in one system. ConnectWise receives only the finished, calculated lines.

All proration, markup, and NCE calculations happen in Work 365 before the push, so the agreement your service team sees matches the invoice your finance team approved.

Agreements match invoices. Always.
The billing cycle

Four steps from subscription to ConnectWise invoice.

Work 365 does the calculation. ConnectWise does the invoicing. No manual steps between them.

Step 1 · Real-time

Subscription change

A customer adds seats, renews, or changes a plan. Work 365 syncs from Partner Center in real time.

Step 2 · Automated

Work 365 calculates

Pricing strategy applied, proration calculated, markup added. Invoice generates with every line accurate.

Step 3 · One click

Lines push to ConnectWise

Invoice lines push as Additions to the mapped Agreement. Status updates to Synced after push.

Step 4 · Automated

ConnectWise invoices the customer

ConnectWise generates the customer-facing invoice from those Additions. Your service team sees exactly what was billed.

What syncs

Everything a ConnectWise integration needs to do — handled.

Work 365 pushes fully calculated data. ConnectWise never has to figure out what to bill, it just invoices from what Work 365 already resolved.

Products & pricing

Annual and monthly prices sync as two separate ConnectWise products. Pricing stays in sync as your catalog evolves.

Customers & contacts

Account and contact records stay consistent across both systems. No re-entering the same person twice.

Agreements

One billing contract in Work 365 maps to one Agreement in ConnectWise. Billing terms live in Work 365.

Invoice lines as Additions

Proration, markup, and billing period all calculated by Work 365. ConnectWise gets the finished line, nothing left to compute.

Azure & NCE

Azure usage billing and NCE subscription changes are fully covered. Not just license counts, complete billing cycles.

Annual billed monthly

Multi-currency, annual subscriptions billed monthly, all handled by Work 365 before pushing to ConnectWise.

Proof

What accurate billing looks like in practice.

Real outcomes from Microsoft CSP partners running Work 365 and ConnectWise together.

2–3%
★★★★★

“Revenue leakage plugged. Manual, error-prone billing was costing 2–3% of revenue. ROI inside three months.”

GN
GadellNet
Microsoft CSP Partner
-4 headcount
★★★★★

“That nervousness around revenue leakage has gone away.”

15,000+ subscriptions, 125 vendors, four fewer finance ops roles.
TS
Paula McTeer, TSG
Head of Finance Operations
Read the full story →
300%
★★★★★

“300% CSP growth without adding headcount. Work 365 scaled the billing operation so the team did not have to.”

IC
Innovia Consulting
Microsoft CSP Partner
The platform behind the integration

Work 365 is more than one connector.

The ConnectWise integration is one piece of the Work 365 revenue and operations platform for Microsoft CSP partners.

CSP billing platform
Subscription billing, automation, and recurring revenue management for Microsoft CSPs.
Explore →
Azure usage billing
Automated Azure consumption billing with margin control, per customer.
Explore →
Customer self-service
Let customers manage their own subscriptions, upgrades, and renewals without raising a ticket.
Explore →

Work 365 is built natively on Microsoft Dataverse and Power Platform. Used by CSP partners in 25+ countries.

Frequently asked questions

Does Work 365 integrate with ConnectWise?+

Yes. Work 365 has a live integration with ConnectWise Manage. It pushes calculated invoice lines as Additions to ConnectWise Agreements. The integration is one-way: Work 365 pushes to ConnectWise.

What data syncs from Work 365 to ConnectWise?+

Products, customers, agreements, and invoice lines. Invoice lines push as Additions with all billing calculations already applied including proration and markup. ConnectWise generates the customer invoice from those Additions.

Do I need to generate a Work 365 invoice before pushing?+

Yes. Work 365 generates the invoice first, then you push the lines to ConnectWise. This is different from the Autotask integration, which pushes subscription changes directly without needing an invoice first.

How is this different from a basic license sync tool?+

Work 365 is a full CSP billing engine. It calculates pricing, applies markup, handles proration, and generates invoices before pushing lines to ConnectWise. Basic sync tools push license counts only. Work 365 covers Azure usage, NCE, multi-currency, and annual subscriptions billed monthly.

Does Work 365 also integrate with Autotask?+

Yes. Work 365 integrates with both ConnectWise Manage and Autotask. The Autotask integration pushes subscription changes directly as Service Adjustments without needing a generated invoice first, making near real-time sync possible.

Your ConnectWise agreements and your billing, finally agreeing.

Book a 30-minute demo and see how subscription changes in Work 365 push as Additions to ConnectWise automatically.

Book a Demo
On Autotask? See that integration →