There is an 8 minute video at the base of this document showing the key major updates.

There is an 8 minute video at the base of this document showing the key major updates.

Major Update 1: One to many:

Solves the problem when you have one line from the vendor that needs to be split across multiple services inside your Autotask or ConnectWise (AT or CW).

Scenario:

Vendor says:

20 Business Premium on one line.

(AT or CW) has three different services on one account:

5 units of Business Premium

10 units of Business Premium

5 units of Business Premium

Up until now we would only be able to map this to one service inside (AT or CW). Now you can tell it to fetch the same service across a single contract or across multi contracts on the same account.

This is set at the edit > vendor level when you head to the reconciliation module. This will ask CloudOlive to fetch any matching services from CW or AT when you make the initial mapping.

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The three options/levels of grouping:

  1. Unique ID: this is the default and what has been there all along. That is how your database will be unless you edit it. This is simply a one to one matching.

  2. Same account, contract and same service: means that CloudOlive will look across the same contract it was mapped to and sum units, cost and sell of the matching service in (AT or CW).

Here we have only summed the matching units on the same contract.

Here we have only summed the matching units on the same contract.

An (i) icon will now be present in the CRM Unit Quantity column, which indicates that there are multiple services on that contract or account which match what you have just linked this to.