How it works

How a sync worksHow ConnectActive matches directory users to ConnectWise contacts, what it changes in ConnectWise, and when it syncs.

Agreement mappingsHow ConnectActive turns a client's users and licenses into an agreement addition's count, price and invoice description.

Dynamic groupsThe groups ConnectActive builds from users' licenses, email domains, departments, offices and custom fields, for mapping and filtering.

ProratingHow ConnectActive adds prorated charges and refunds for user-count changes between invoices, with examples for billing ahead and in arrears.

Tiered pricingHow a tiered pricing schedule's per-user and flat-rate ranges stack up to an addition's price, with worked examples.