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Merge and Convert
Full database merge and data conversion
We’re experts at getting data in and out of ConnectWise, seamlessly.
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News & Blog
Year-End Maintenance
We’re all familiar with the little ConnectWise pop-up this time of year reminding us what we need to do to prepare ConnectWise for the coming year with some year-end maintenance. This is also a good time to think about any cleanup and purging that can be done to declutter and maybe even make things run […]
Adding Attachments from Manage Database to Reports
We received a report request from a client that does a lot of government business and needs to send receipts documenting every expense entered into ConnectWise. Employees attach their receipts to the expense record in ConnectWise Manage. Rather than manually gathering all the receipts, they wanted to automate the process. After a lot of trial and […]
IF/THEN CASE Statements in ConnectWise Report Writer
A few years ago a world of possibilities opened up for me in ConnectWise Report Writer when I discovered the ability to add SQL expressions to report fields. Now, if you read carefully through every bit of documentation on RW, you may have come across some basic mention of this. Here’s an introductory post for […]