Mapping options

Each mapping on a company’s Agreements page has these options. Which are shown depends on the kind of mapping. Changes are saved as you make them and reach ConnectWise at the next sync.

Header buttons

Button	Does
Copy (Map … to an additional Agreement Addition)	Duplicates the mapping, with its settings, for another addition
OU (Include an OU Filter)	Counts only members in chosen OUs. Group and license mappings of companies with OUs.
Merge (Map 2 or more Licenses to a single Agreement Addition)	Adds groups or licenses by Union, Intersection or Difference
Bin	Removes the mapping. The addition stays in ConnectWise as it is.

Mapped Addition

Field	Effect
CHANGE	Choose another addition, or Create a New Agreement Addition
Count	The addition’s current count, and Changing to the count the next sync will write
Less Included	The addition’s ConnectWise Less Included, subtracted from the count billed
More Included	Added to the count ConnectActive calculates
Minimum Count	The lowest count written. Default 0.
Pricing Method	Standard (Unit Price * Count), or a tiered pricing schedule; Create a Tiered Pricing makes a new one
Unit Price, Unit Cost	The addition’s prices; Auto-calculated based on Pricing Schedule with a tiered schedule
Serial Number	The addition’s serial number in ConnectWise
Taxable	The addition’s taxable flag in ConnectWise
Prorating Under	Where prorated additions go: this agreement or another monthly one (EDIT)
Manually Add a Contact, Manually Exclude a Contact	See Add or exclude contacts

Total Billed, Total Price, Total Cost, Description and Invoice Details show the addition as it stands.

Invoice description

Option	Default	Effect
Top Comment (Optional)	Empty	Text at the head of the invoice description, up to 1,000 characters
Exclude Product Description	Off	Leave the product description out, so the Top Comment alone heads the description. With no Top Comment, the description starts without a header.
Include Users on Invoice	On	List the covered users
Include Changes on Invoice		List users added and removed since the addition was last invoiced
Include Full Pricing Schedule	Off	With a tiered schedule, list every range, not only those the count reaches
Use Email Addresses instead of Names on Invoice	Off	List users by email address
Sort By	First Name	First Name (or email) or Last Name
List Separation	Dynamic	Dynamic: one per line up to 50 names, commas above. Or always Commas or Line Breaks.

Who counts

Option	Shown on	Default	Effect
Ignore this License (Do Not Sync with CW)	License	Off	Do not bill this license
Default to Ignore for all new companies	Ignored license	Off	Ignore this license in companies added later
Exclude Unassigned Licenses from Count	License	Off	Count only assigned licenses (Microsoft still bills the others)
Treat Unused or Abandoned Accounts as Active	Company-wide	Off	Count accounts not signed in for 30 days. It is the company’s setting of the same name.
Limit to Filtered Users	Group, license, OU	Off	Count only members inside the company’s filter
Honor Agreement Off Flag	License, and others counting unused accounts	Off	Leave out contacts set to Off in the Matching Form’s Agreement column
Exclude Unused Accounts	Group and OU	Off	Leave out accounts that have not signed in for 30 days
Do Not Update Count	All	Off	Write the description only, never the count
Limit to Source	Companies with several sources	None	Count only users from one source

Prorating

Shown when prorating is on and the agreement allows it. See Turn on prorating.

Option	Default	Effect
Prorate Settings	AUTO	Follows the company’s Enable Prorating on Additions by Default; ON or OFF for this mapping
Prorate Refund Settings	AUTO	Follows the company; ON or OFF
Hold Contact Drops until After Invoicing	AUTO	Follows the Prorate Options tab; ON or OFF

Custom Field Mapping (Optional)

Links a ConnectWise contact Checkbox custom field: contacts counted against the addition have it ticked, the company’s other contacts have it unticked. REMOVE unlinks it.