Data, Reporting,
and Integration Services
for ConnectWise
Our smart, custom solutions are designed for your unique business processes and workflows.
01
Services
Merge and Convert
Full database merge and data conversion
We’re experts at getting data in and out of ConnectWise, seamlessly.
02
About
03
News & Blog
Do You Really Need That Workflow to Be an AI Prompt?
Many AI automations at MSPs are really rules written as prompts. A simple test for which steps need AI and which should be scripts, the pattern we use, and how to check the results either way.
Add a MICR / Lockbox Scan Line to ConnectWise Invoices
How to add a bank lockbox scan line (often called a MICR line) with a check digit to ConnectWise PSA invoices, including the JavaScript to build it.
How to Create a ConnectWise API Member for Custom Invoices
Step by step: create a least-privilege security role, an API member and API keys in ConnectWise PSA, with the exact module permissions custom invoices need.