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ConnectActive

ConnectActive synchronizes each client’s ConnectWise contacts with the client’s own directory: Microsoft 365 / Entra ID, Active Directory or Google Workspace. It creates a contact for each new user, deactivates the contact of a user who leaves, and keeps names, titles, email addresses and phone numbers up to date. It can also keep the count and the list of covered users on a ConnectWise agreement addition in step with the directory, so user-based billing follows the client’s real user and license counts.

The ConnectActive page's Companies tab: the Active Syncs, Failed Syncs, Not Syncing and Deactivated tabs, and one company with its Sync, Settings, Agreements and Reporting buttons, its counts, sync method and last sync date.

What it does

Section titled “What it does”
Area What ConnectActive does
Contacts Creates and deactivates ConnectWise contacts as users join and leave; fills in first name, last name, title, email, phone and mobile; sets a contact’s site, Contact Types and custom fields
Agreement additions Sets an addition’s count from all of a client’s users, a group’s members, the users of chosen OUs or a Microsoft 365 license, and writes the covered users on the invoice
Billing extras Prorated additions for changes mid-period, prorated refunds, tiered pricing, minimum counts
Configurations Optionally sets a workstation’s contact to the user who last logged in to it
Reports Per-company user, license and change reports, a change list across all companies, and read-only reports for your clients

Where its information comes from

Section titled “Where its information comes from”

Each ConnectActive company has one or more sync sources:

  • Microsoft 365 / Entra ID: users, groups and licenses, read through Microsoft’s own interface with the client’s consent. See Connect Microsoft 365.
  • Active Directory (PowerShell): a script you run on the client’s network uploads users, groups and OUs. See Connect Active Directory.
  • Google Workspace: users, groups and organizational units, read with the client’s delegated permission. See Connect Google Workspace.
  • Microsoft Partner Center: a customer tenant reached through your partner relationship, added from the Partner Center tab. See Add Partner Center customers.

A company can combine sources, for example Active Directory and Microsoft 365, or two tenants after a merger.

Who it is for

Section titled “Who it is for”
  • Administrators and owners set up companies, sources and billing mappings.
  • Service and billing staff read the reports and the changes since each client was last invoiced.

ConnectActive runs in Nilear at app.nilear.com: open ConnectActive from the home page. Who may use it is set on the Members page: see Access levels. ConnectActive is in every Nilear plan except the free Client Mapper plan, and has a plan of its own.

Where to start

Section titled “Where to start”