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Map and configure your products

You can map your Sophos products to ConnectWise products and configure the usage synchronization for these products. This allows MSP partners to bill their customers for bundled services under their brand and according to their accounting preferences.

This also helps prevent problems with usage synchronization that can result from the renaming of products or services.

Map Sophos product to ConnectWise PSA product

To map a Sophos product to a ConnectWise PSA product, do as follows:

  1. Go to Settings & Policies > PSA Integration > ConnectWise Details.
  2. Click Configure.

    Configure setting.

    The Configure usage synchronization page displays.

    Configure usage sync page.

  3. On the Configure usage synchronization page, you can do as follows:

    For details, see the following sections.

Map Sophos product to existing PSA product

  1. On the Configure usage synchronization page, in the Connectwise product column, enter a product name.

    Tip

    You can also enter at least two characters and then choose from the existing list of mappings.

    Existing ConnectWise products.

  2. On the Configure usage synchronization page, click Save.

Map Sophos product to new PSA product

  1. On the Configure usage synchronization page, click Add product to PSA or click the plus icon in the Details column next to the unmapped ConnectWise product.

    The Add product to PSA button and the plus icon.

    The Add products to PSA page displays.

    The Add products to PSA page.

  2. Enter the information as needed.

  3. Click Apply.
  4. On the Configure usage synchronization page, click Save.

Edit a ConnectWise mapping

You can edit existing mappings. To do this, do as follows:

  1. Go to Settings & Policies > PSA Integration > ConnectWise Details.
  2. Click Configure. The Configure usage synchronization page displays.
  3. Enter the ConnectWise product.
  4. Click the details icon. The View ConnectWise product displays.
  5. Click Edit product details in PSA. The Edit ConnectWise product page displays.
  6. Edit the existing information as needed.

    Edit ConnectWise product page.

  7. Click Apply.

Turn on or off the usage sync for a product

You can edit or remove a mapped product without turning off usage synchronization first. When you make changes, synchronization stops, but the next time we identify usage for the corresponding Sophos product, we create a default product and map it to the product. Synchronization then resumes.

To turn usage synchronization for a product on or off, do as follows:

  1. Go to Settings & Policies > PSA Integration > ConnectWise Details.
  2. Click Configure. The Configure usage synchronization page displays.
  3. In the Sync column, click the buttons of the products for which you want to turn usage synchronization on or off.

    Sync button.

  4. Click Save.