User Fields: Users on synced projects are automatically associated across the systems by their email address. Once the association is established, then the following fields are exchanged across the systems.
| Moovila | ConnectWise | Notes |
| First Name | First Name | |
| Last Name | Last Name | |
| Active | Inactive | Values are opposite one another |
| Display Name | First Name + " " + Last Name | Only syncs from ConnectWise to Moovila |
| Email Address | Email Address |
Project: Projects are associated across systems via their unique identifiers.
| Moovila | ConnectWise | Notes |
| Name | Name | |
| Description | Description | |
| Status | Status | Requires mapping |
| Start Date | Est Start | |
| Due Date | Est End | |
| Owner | Project Manager | |
| Customer | Company | |
| Category | Type | Requires mapping |
| Project Note | Project Note | |
| ID | Project ID | |
| Default Work Type | Work Type |
Moovila Phase / ConnectWise Phase: Moovila Phases and ConnectWise Phases are bi-directionally synced across the systems.
| Moovila | ConnectWise | Notes |
| Name | Name | |
| Description | Description |
Moovila Project Task / ConnectWise Project Ticket: Moovila Tasks and ConnectWise Tickets are bi-directionally synced across the systems. Note that because project tickets within ConnectWise must belong to a phase, any Moovila project tasks not within a phase will not be sent to ConnectWise.
| Moovila | ConnectWise | Notes |
| Name | Summary | |
| Priority | Priority | Requires mapping |
| Status | Status | Requires mapping |
| Start Date | Estimated Start Date | |
| Due Date | Due Date | |
| Owner | Ticket Owner | If a CW ticket doesn’t have a Ticket Owner, then Moovila will default the corresponding task’s owner to the user who initiated the project sync. |
| Duration | Duration | |
| Work Est. | Budget Hours | |
| Task Note | Ticket Note | The first 'Discussion' note added either directly in ConnectWise or via the integration becomes the Ticket's 'Initial Description' in ConnectWise. Notes with Executive Visibility setting in Moovila will not sync from Moovila to ConnectWise. |
| Ref Num | Ticket ID | This data does not flow bi-directionally, but syncs from ConnectWise into Moovila. |
| Default Work Type | Work Type |
Moovila Project Task Step / ConnectWise Ticket Task: Moovila Task Steps and ConnectWise Ticket Tasks are bi-directionally synced across the systems.
| Moovila | ConnectWise | Notes |
| Step | Task | |
| Description | Resolution | |
| Status | Done | |
| # | Sequence # |
Moovila Task Time / ConnectWise Ticket Time: Moovila Task Time and ConnectWise Ticket Time are bi-directionally synced across the systems.
| Moovila | ConnectWise | Notes |
| Resource (User) | Member | |
| Resource Type | Work Role | Requires Mapping |
| Clock In | Start Time | |
| Clock Out | End Time | |
| Billable/Non-Billable | Billable/Do Not Bill/ No Charge | Requires Mapping |
| Total Time | Actual Hours | |
| Billable Hours | Invoice Hours | |
| Notes | Notes | |
| Work Type | Work Type |
Moovila Task Scheduled Event / ConnectWise Project Schedule Entries: Moovila and ConnectWise project-related schedule entries are bi-directionally synced across the systems.
| Moovila | ConnectWise | Notes |
| Resource (User) | Member | |
| Schedule Start Date | Start Date | |
| Schedule Start Time | Start Time | |
| Schedule Due Date | End Date | |
| Schedule Due Time | End Time | |
| Quantity | Hours | |
| Status | Status |
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