Hyalto – ConnectWise Manage Usage Data and Billing Cycles
This document defines the data processing behavior between Hyalto and ConnectWise Manage. As a precursor for enabling the Hyalto - ConnectWise integration interface, the relevant ConnectWise Master Agreement be both Active and have a defined billing Start Date.
Hyalto Services get reflected in ConnectWise as follows:
When a Hyalto Service gets created, a corresponding sub-agreement is created in ConnectWise. Any resources defined in the Hyalto Service (i.e. RAM, storage ….) are further defined in ConnectWise as Additions.
When a Hyalto Service is modified (i.e. increased storage, decreased RAM …), those changes transmitted to ConnectWise immediately.
When a Hyalto Service gets deleted, the bundled Agreement (sub-agreement and additions) are terminated in ConnectWise.
At this time, Hyalto will only support a Master Agreement Billing Cycle which is set to Monthly.
The Recurring Invoice Parameters setting in ConnectWise can be set to either Calendar Year or Contract Year.
Contract Year implies invoices will occur each month on the defined agreement Start Date.
Calendar Year implies invoices will occur each month on the first of the month.
Assuming a ConnectWise Agreement Start Date of January 20th, the data exchange between Hyalto and ConnectWise will occur as follows:
If the ConnectWise Master Agreement is set to Contract Year:
Creation, deletion and usage data for all Services created in Hyalto between January 20th and February 19th will be pushed to ConnectWise as they occur.
On February 19th at 23:59:59, Hyalto will cease to push usage data to ConnectWise for the given account for a 5-day period. This blackout period is inclusive of newly created Services, updates to existing Services and deletion of Services. This 5-day window can be adjusted though coordination with the Hyalto support team.
On February 25th at 00:00:01, Hyalto will update ConnectWise with all Service changes queued since February 19th at 23:59:59.
This same process will repeat itself again on the 19th of every subsequent month at 23:59:59.
If the ConnectWise Master Agreement is set to Calendar Year:
Creation, deletion and usage data for all Services created in Hyalto between January 20th and January 31st will be pushed to ConnectWise as they occur.
On January 31st at 23:59:59, Hyalto will cease to push usage data to ConnectWise for the given account for a 5-day period. This blackout period is inclusive of newly created Services, updates to existing Services and deletion of Services. This 5-day window can be adjusted though coordination with the Hyalto support team.
On February 6th at 00:00:01, Hyalto will update ConnectWise with all Service changes queued since January 31st at 23:59:59.
This same process will repeat itself again on the last calendar day of every subsequent month at 23:59:59.