ConnectWise PSA Integration

Billing that reconciles itself.

Most vendors send an invoice, leaving you to work out which clients consumed what. ZeroTek's ConnectWise PSA integration maps licenses and customers to your catalogs, companies, and agreements, then syncs monthly—so invoices always match usage, and nobody touches a spreadsheet.

The Challenge

What MSP billing looks like with most vendors

Your vendor sends a monthly invoice: you consumed a certain number of licenses. Against which clients? Which users? For what? No breakdown. Your ops team cross-references it against their own records, works out what changed since last month, and updates ConnectWise by hand. An engineer spins up a user and forgets to log it; a client downsizes and nobody adjusts the agreement. The numbers drift.

One partner described another vendor's invoice this way: "The invoice comes in and says, ‘You used 768 points.’ Against who? For who? For what? No idea."

This is the billing norm in the MSP channel, and it costs hours of operational overhead every month. Overbill clients and you erode trust; underbill them and you erode earnings.

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How It Works

ZeroTek maps to ConnectWise. ConnectWise stays accurate.

ZeroTek's ConnectWise integration connects your ZeroTek/Okta consumption data directly to ConnectWise PSA.

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Customer, company, and agreement mapping

Map each ZeroTek customer Okta org to the corresponding company records and agreements in ConnectWise. Set and forget.

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License and product mapping

Map the line items from your ZeroTek invoice to your ConnectWise product catalog.

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Automatic seat count updates

Every billing cycle, ZeroTek pushes current per-user consumption data into ConnectWise. Quantities update automatically. No manual adjustment if a client gained 10 or lost 5 users; it’s accurate in both systems.

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Real-time billing visibility

View your upcoming bill inside ZeroTek at any time. Manage costs, invoicing, and margins proactively. No surprises.

One Platform, Many Capabilities

Connected to the platform.

ConnectWise integration works alongside everything else in ZeroTek. Multi-Tenant Management means all your clients are under one roof. MSP-Friendly Licensing defines the consumption model that feeds billing data. Cross-Tenant Audit Logs provide the activity records behind the numbers. RBAC controls which team members can see billing data.

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See It Live

See the ConnectWise billing automation in action.

Book a demo and we'll walk through mapping your customers, agreements, and products. Not on ConnectWise? Tell us what you're using. Whether it's HaloPSA or another system, we've helped partners streamline the billing process, and we'll find the right path for you.