ConnectActive page tabs
The ConnectActive page, opened from the ConnectActive card on Nilear’s home page, has six tabs.
| Tab | Holds | See |
|---|---|---|
| Companies | Every company, split into Active Syncs, Failed Syncs, Not Syncing and Deactivated; Search Companies; Add Company, Export All Reports, Sync All and Sync All Failed | How a sync works |
| Partner Center | Your Microsoft Partner Center connection and its customer tenants | Add Partner Center customers |
| Prorate Options | Settings for every company, below | Turn on prorating |
| Changes | Changes Since Last Invoicing, for every company | Read reports and changes |
| Tiered Pricing | Your pricing schedules and where each is used | Set up tiered pricing |
| Auto Ignore | Keywords that ignore matching new accounts in every company | Ignore accounts automatically |
Company row
Section titled “Company row”| Column | Shows |
|---|---|
| Actions | Sync, Settings, Agreements, Reporting |
| Company Name (Active/Matched/Ignored) | The ConnectWise company, its contact counts, and how many Microsoft 365 licenses are unassigned |
| Agr | Whether agreement mappings are set up, and 365 when Microsoft 365 license sync is on |
| Method | The sync method or sources |
| Last Sync Date | The last sync, QUEUED while one waits, or Never; with a failure, its date and message |
Each row also has Sync, Edit, and Deactivate or Activate.
Prorate Options settings
Section titled “Prorate Options settings”| Setting | Effect |
|---|---|
| Use Prorating | Create prorated additions for count rises, on agreements with Prorate Agreement ticked in ConnectWise |
| Prorate All Additions | Prorate every new user, not only rises above the count already invoiced |
| Use Prorated Refunds | Also create prorated refunds for drops |
| Use the last day of the month as the invoice date | Under End-of-Month Invoice Date: use the last day of the Next Invoice Date month. For billing in arrears without prorating. |
| Behind Invoicing Handling (when not prorating) | Option #1: Freeze Updating or Option #2: Update with Latest Information |
| Hold Addition Contact Drops until After Invoicing | Keep departed users on an addition billed in arrears until it is invoiced |
Tiered Pricing
Section titled “Tiered Pricing”Create New Pricing Schedule with a Name and CREATE. Each schedule shows its ranges, EDIT, and Usage: the companies and additions it is applied to, or Pricing Schedule is not assigned to any Agreement Addition Mapping.