ConnectWise: Opportunities Overview

Until additional enhancements are available for Opportunity sync between ConnectWise and Moovila, the option to enable Opportunity syncing from the Moovila interface will be unavailable for both new and existing clients unless it is already enabled.

Integration with ConnectWise PSA allows ConnectWise opportunity records to be brought into Moovila for project creation, resource forecasting, and more. Here's how to connect the two:

1. Before starting the configuration, make sure you have created product records in Moovila for each of the ConnectWise products you intend to have the integration monitor, and have also associated each of these products to a Moovila project template.
2. From the Moovila homescreen, click on the More Options icon at the bottom of the left navigation.
   
    
3. The More Options menu opens. Select Integrations to continue.
   
    
4. The Integrations dialogue opens. Select the ConnectWise PSA tile.
   
    
5. The ConnectWise Setup Wizard screen opens. Find full instructions on ConnectWise integration setup here. To configure the Opportunities integration, click on the Opportunities section of the wizard in the upper navigation.
   
    
6. The Opportunities panel opens. Click the Enable Opportunity Sync box to proceed, and the configuration steps will appear.
   
7. Choose a start date for the opportunities that will be synced. Opportunities that were created or modified after the chosen date will be brought into Moovila. This allows you to sync only the most current and relevant opportunities. 
   
    
8. The next phase of the integration wizard will set up product mapping and flows. A product mapping is the association of a product record within ConnectWise with a product record in Moovila. Once you have the mappings for the products which should drive the import of opportunity records into Moovila, then you'd set up the flow for each product to specify at what ConnectWise opportunity stage these opportunities should be imported into Moovila. To begin, you must add a default workflow that can be applicable to all, or most, products. Click the Add Default Workflow link to get this set up.
    
9. The Product Workflow dialogue opens, prompting you to select the earliest stage from which you wish opportunities to be synced. Default workflows can then be selected for usage by any product being synced from ConnectWise. Click Save to continue.
   
   
   
    
10. In the Product Mapping & Flows dialogue, select a ConnectWise product from the dropdown menu, and then select the corresponding Moovila product. By default, the "Use Default" box will be checked, assigning the default workflow to that product. To assign a different workflow, uncheck this box and click on the Add Workflow link for that product. 
    
    
    Click on the Add Additional Products link, and repeat the steps above to continue adding products to this listing until you have added all products which you’d like the integration to monitor in ConnectWise and trigger opportunity synchronization. Once ready, click the Save button to continue.
    
     
11. Once ConnectWise opportunities have been synced to Moovila opportunities, they can be found by clicking the Opportunities icon in the left navigation. Learn more about tracking opportunities here. All opportunities synchronized from ConnectWise will be read-only.