Sync Configuration (D-Tools)

The Sync Configuration screen is used to set configuration values that will tailor the synchronization process to your business needs. 

  • Sales Representative is a drop-down list that allows you to select a member from your Manage environment. This member will be used as the default Sales Rep on Opportunities created within Manage only if a Sales Representative cannot be determined from the Project in SI. To clarify, the Project Assigned To field in SI will be mapped as the Sales Rep on an Opportunity in Manage only if the Resource Name in SI matches a MemberID in Manage. If no match is found, then the default Sales Representative in the Sync Configuration is used.

  • ConnectWise Manage Opportunity Won Status is a drop-down list that allows you to select a status to use in Manage when setting an Opportunity to a “Won” State. 

  • D-Tools SI Opportunity Progresses is a semicolon-delimited field in which you can enter a list of progresses that, if found on an SI project, should be considered “Won” in Manage. To clarify, if an SI project has a status that IS included in this list, then the Opportunity will be imported into Manage with the “Won” status configured in the ConnectWise Manage Opportunity Won Status drop-down. However, if an SI project has a status that is NOT included in this list, then the Opportunity will be imported into Manage with the default Opportunity status configured in the Manage Setup Tables. 

  • Auto-Sync is a checkbox that, when checked, will tell the integration to look for projects exported from SI to synchronize into Manage automatically on a set time-interval.

  • Auto-Sync Interval is the time interval to poll for exported D-Tools SI projects. (Only applicable when Auto-Sync is enabled.)

  • Error-Notification Email List is a semicolon-delimited list of email addresses to notify when an issue is encountered during an unattended sync. (Only applicable when Auto-Sync is enabled.)

  • Aggregate Price Adjustments is a checkbox that, when checked, will tell the integration to merge all D-Tools SI price adjustments (of a type, i.e. Product/Labor/Misc. Parts) into a single product line in Manage. Note: The integration will not be able to merge taxable/non-taxable and billable/nonbillable adjustments of a type. When this option is not checked, the integration will apply price adjustments, for each price adjustment type, immediately after each price adjusted item.

  • Product Mapping is where you will configure the format for Product ID mapping between Manage and SI. 



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