ConnectWise License Reconciliation
ProgressIn connects directly to ConnectWise PSA and reconciles every contract against vendor seat counts and your accounting system. No CSVs.
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What it is
A native ConnectWise integration that syncs companies, agreements and additions, then cross-checks them against Microsoft 365 CSP, Google Workspace, Adobe and other vendors. Discrepancies appear with one-click invoice fix.
Why it matters
- ConnectWise agreements drift the moment users are added.
- Manual additions are the #1 source of underbilling.
- Vendor true-ups hit before you reconcile.
Common problems
- Agreement additions not updated after onboarding
- White-labeled SKUs not mapped
- Currency mismatch between vendor cost and agreement price
How ProgressIn solves it
- OAuth into ConnectWise PSA in minutes.
- Sync companies, agreements and additions every 6 hours.
- Cross-check against vendor seats and flag every delta.
- Push corrected additions back to ConnectWise on approval.
Benefits
- Always-accurate ConnectWise agreements
- Faster invoice close
- Proven MRR recovery
Frequently asked questions
Does ProgressIn modify ConnectWise data?
- Only when you approve. All updates require explicit confirmation and are fully audited.
Which ConnectWise products are supported?
- ConnectWise PSA (Manage). ConnectWise CPQ data can be imported on request.
How long is setup?
- Under 30 minutes via OAuth.