Set up ConnectWise Manage Billing Profiles

This feature is available at the Service Organization level.

A Billing Profile automatically updates Agreement Additions in ConnectWise Manage, based on the number of devices being managed in N-able N-central.

Set up a Billing Profile by associating N-able N-central Filters to ConnectWise Manage Products and Agreement Types, and scheduling when to run it. When the Billing Profile runs, it updates Addition counts in ConnectWise Manage.

  1. Navigate to Administration> PSA Integration > Billing Profiles.
  2. Click Add.
  3. Type a unique Name to identify the Profile.
  4. Type a Description to provide further details on the Profile.
  5. In the Select Customers/Sites column, select the N-able N-central customers or sites to which this Billing Profile will apply.
  6. Click > to move the customers or sites to the Selected Customers/Sites column.

    Click >> to move all of the items from the left column to the right or << to move all of the items from the right column to the left.

  7. On the Mapping tab, for each N-able N-centralFilter, select a ConnectWise Manage Product and Agreement Type.

    The selected Filters will be associated to the ConnectWise Manage Product Type and Agreement Type.

  8. Select the Schedule Days tab.

    Note: The calendar for each of the scheduling options in the N-able N-central interface is the current month.

    The following are examples of how the scheduling options work:

    • If today is August 14 and you pick "15" for Push Device counts to ConnectWise Manage, the Agreement Additions in ConnectWise Manage will be updated with device counts starting tomorrow (August 15) and every following month on the 15th.
    • If today is August 25 and you pick "15" for Push Device counts to ConnectWise Manage, the Agreement Additions in ConnectWise Manage will be updated with device counts starting next month (September 15) and every following month on the 15th.
  9. For Push Device counts to PSA, select when you would like N-central to run the Billing Profile and update Addition counts in ConnectWise Manage.

    Push Device counts to PSA will be impacted by the dates you pick for Product Addition's Effective Date and Product Addition's Cancellation Date. Select all options in N-able N-central in a way that makes sense for your billing cycle.

    • Select Last day of the month to export billing information to ConnectWise Manage on the final day of each month, starting with the current month.
    • Select day of the month to export to ConnectWise Manage on specific days of each month, starting with the current month. If you select a date earlier in the month than today's date (for example, today is August 25 and you pick August 15) the schedule will start next month, that is it will start on September 15.
  10. Select the Effective Date, which will update the Effective Date on the Additions tab in ConnectWise Manage:
    • Last day of the month - for devices to begin being associated with a ConnectWise Manage Agreement on the final day of the current month. For example, if today is August 25, the effective date will be August 31.
    • Select day of the month - for devices to begin being associated with a ConnectWise Manage Agreement on a specific day of the month. If you select a date earlier in the month than today's date (for example, today is August 25 and you pick "15") the Effective Date will be August 15th.
  11. Select the Product Addition's Cancellation Date, which will update the Canceled Date on the Additions tab in ConnectWise Manage:
    • Last day of the month - for devices to stop being associated with a ConnectWise Manage Agreement on the final day of this month.
    • Select day of the month - for devices to stop being associated with a ConnectWise Manage Agreement on a specific day of the month. If you select a date earlier in the month than today's date (for example, today is August 25 and you pick "15") the Canceled Date will be the 15th of next month.
  12. Save your changes.