What is the BeeCastle and ConnectWise Integration?
This integration is for MSPs who use ConnectWise as their primary database for contacts and companies.
The integration involves setting up an API connection between BeeCastle & Connectwise so that you can import your contacts and companies and automatically keep them up to date.
We combine the contact information from ConnectWise and the interaction history from Microsoft 365 to produce real-time dashboards and pictures of your relationship history.
With this integration you can have visibility into your business while keeping ConnectWise as the source of truth.
What information from ConnectWise syncs with BeeCastle?
The sync is one-way meaning only changes made in ConnectWise appear in BeeCastle.
The initial sync works to complete the initial upload of contacts & companies into BeeCastle and any changes to companies or contacts will then be updated in near real-time. This includes every time a company or contact is:
created
edited
deleted
What ConnectWise Company and Contacts fields sync with BeeCastle?
By default BeeCastle will import and sync the following fields and map them to corresponding fields in BeeCastle.
Company Fields
ConnectWise Field | BeeCastle Field |
Company Name | Name |
Company Type | Portfolio |
Company Address line 1 + Address line 2 | Street Address |
Company City | City |
Company State | State |
Zip | Postcode |
Country | Country |
Website | Website URL |
Company Status | CW-Status |
Territory | CW-Territory |
annualRevenue | CW-annual-revenue |
Market | CW-market |
Phone Number | CW-Phone-Number |
Contact Fields
ConnectWise Field | BeeCastle Field |
First Name | Name |
Role | Title |
Type | Role Type |
Communication Type = email | |
Communication Type = phone | Phone |
Inactive Flag | CW-Inactive-flag |
I don't want every ConnectWise contact in BeeCastle - can I apply filters?
Yes you can! You might want to filter your ConnectWise contacts for a variety of reasons.
For example, you might only want your important contacts relating to your sales or account management processes visible in BeeCastle. To do this you could...
Include only contacts who are labelled 'decision makers' or 'influencers'
Exclude end-users
Exclude certain territories
If you would like to set up filter or mapping rules get in touch with your dedicated BeeCastle account manager. Alternatively you can email help@beecastle.com or call 1300 233 227 to talk to a BeeCastle expert.
I want to map my ConnectWise role types with BeeCastle role types
By default, BeeCastle will allocate any ConnectWise contact labelled as a Decision Maker to a 'Decision Maker' in BeeCastle. All other contacts will be allocated as 'Team Member' in BeeCastle.
If you would like to customise role type mapping for your ConnectWise contacts, get in touch with your dedicated BeeCastle account manager. Alternatively you can email help@beecastle.com or call 1300 233 227 to talk to a BeeCastle expert.