ConnectWise Manage

We Love ConnectWise!Our partners are the most critical component to our success – they live and work in ConnectWise every day. To become as efficient and productive as possible, solution providers often need specific functionalities from other tools they use to be integrated with ConnectWise. With the help of Mobius Works, you will be able to quickly and easily integrate your application to ConnectWise for a robust solution.

Our integration partners enjoy numerous benefits, including:

  • The ability to communicate and share information between key systems
  • Elimination of duplicate data entry
  • Improved accuracy
  • Time and money savings
  • A smoother, faster business operation and better utilization of resources

A Journey Begins with the First Step

All roads lead to the Setup Tables, especially the General Ledger when it comes to accounting integrations; so, accurate configurations are the foundation of a successful implementation. These configurations have an impact not only in ConnectWise Manage but also your accounting package for reports such as:

  • Accounts Receivable
  • Accounts Payable
  • Income Statement
  • Balance Sheet

Starting from the ground up, we will help you build a foundation for success by customizing your ConnectWise Accounting Setup Table configurations to best fit your expansive business structure. Having installed and implemented this software ourselves, we’ve been where you are and we understand the questions that arise. Most importantly, we know the answers.

Mobius Works offers optional pre-install consulting for building a sound foundation. We provide you with an effective solution for customizing your Accounting Setup Table configurations. We want to build these solutions with you  from the very beginning. Your support agreement will include assistance with:

  • ConnectWise Manage General Ledger mapping to your accounting package Chart of Accounts*
  • Accounting Package Path and Setup

* For this portion, we will need to work with at least one person who is authorized to view and edit your Chart of Accounts in Peachtree.

Why Mobius Works?

Just like you, Mobius Works uses ConnectWise every day. We have years of experience with which to assist you to design or implement any ConnectWise solution in a way that is ideally suited for your company’s needs. Let Mobius Works apply our experience with ConnectWise to assist you with other set up and reporting needs such as:

  • Setup Tables in other categories
  • Security Roles and Permissions
  • Workflow Rules 
  • Custom Report Creation
  • Custom Integration Development
  • Outlook Calendar Sync
  • Marketing Manager and Campaigns

For more information, email our Certified ConnectWise Development Team, or take a look at our ConnectWise Marketplace listings: