There are four steps to configure HyAlto’s integration with ConnectWise Manage:
This article details the fourth step in the integration process: Map a HyAlto Customer to a CW Manage Company and Master Agreement.
Read about Data Flow Definitions.
Map a HyAlto customer to a ConnectWise Manage company and master agreement
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HyAlto tracks resources (CPU, RAM, storage) for a given service (virtual machines, virtual data centres, edge gateways, etc.). These services are populated in ConnectWise Manage as bundled agreements under a master agreement. The resources being consumed are populated as additions to these bundled agreements. |
When configuring HyAlto’s integration with ConnectWise Manage, a master agreement must be specified under which each service will reside as a bundled agreement. Depending on your billing and invoicing needs, a new Private Cloud Services agreement can be created in ConnectWise Manage and used as the master agreement shell for these services. Alternatively, an existing agreement can be selected under which these services will live as a bundled agreement and the bundled agreements will contain the additions for the individual resource properties being consumed.
Step 1: In HyAlto, go to Billing > Integrations.
Step 2: Click the 
under ConnectWise.
Step 3: Click Map Company.
Step 4: Under Available Companies,find a ConnectWise Manage company to be mapped to a HyAlto customer.
Step 5: Under Client Account, select the appropriate HyAltoaccount to map to this ConnectWise Manage Company.
Step 6: Under Master Agreement,select the appropriate ConnectWise Manage agreement under which HyAlto services will reside.
Step 7: Click Map.
