How-to guides
Add a companyAdd a ConnectWise company to ConnectActive, choose its sync sources, and pause or remove it later.
Connect Microsoft 365Authorize ConnectActive to read a client's Microsoft 365 / Entra ID tenant, yourself or through an approval link for the client's administrator.
Connect Active DirectorySync a client's on-premises Active Directory by running ConnectActive's PowerShell script on the client's network and scheduling it daily.
Connect Google WorkspaceGive ConnectActive read-only access to a client's Google Workspace through domain-wide delegation.
Add Partner Center customersConnect your Microsoft Partner Center, see which customer tenants ConnectActive syncs, and add the others without a consent in each tenant.
Review and commit a syncRun a company's sync by hand, correct ConnectActive's proposed matches on the Matching Form, and commit the changes from the Review Form.
Filter which users syncLimit a company's sync to the users of chosen groups, licenses or OUs.
Sync a multi-company directorySync each company of a shared Active Directory or Microsoft 365 tenant to its own ConnectWise company, with one connection.
Map contacts to sitesSet each contact's ConnectWise site from the user's group, license, OU or sync source.
Set Contact Types and custom fieldsKeep contacts' ConnectWise Contact Types and custom fields in step with the directory, with Contact Mappings, attribute fields and checkbox fields.
Set configuration contactsHave ConnectActive set each workstation's ConnectWise configuration contact to the user who last logged in to it.
Bill every userKeep a company-wide, per-user agreement addition's count and user list in step with all of a client's active users.
Map a group to an additionSet an agreement addition's count from the members of an Active Directory, Microsoft 365 or Google Workspace group.
Map Microsoft 365 licensesKeep agreement additions in step with the number of Microsoft 365 licenses a client has, assigned or not.
Map OUs to an additionSet an agreement addition's count from the users of one or more Active Directory or Google Workspace OUs.
Combine groups or licensesCount two or more groups or licenses on one agreement addition, or count one group minus another.
Split a mapping by OUCount only the users of a group or license who are in chosen OUs, to bill one license or group across several additions.
Add or exclude contactsCount a person against an agreement addition who is not in the client's directory, or leave out one who is.
Turn on proratingHave ConnectActive add prorated charges and refunds for user changes between invoices, and choose how it handles billing in arrears.
Set up tiered pricingCreate a pricing schedule with per-user and flat-rate ranges, and apply it to agreement additions.
Ignore accounts automaticallySet keywords that make ConnectActive ignore matching new users and contacts in every company, such as admin and service accounts.
Clean up inactive contactsMerge a client's inactive duplicate contacts into their active contact and delete inactive contacts that were never used.
Read reports and changesSee who each company's additions and licenses cover, what changed since the last invoice, and give clients read-only access to their reports.