CoreDial-ConnectWise Integration Designed to Help MSPs

CoreDial has a new integration with ConnectWise’s professional services automation (PSA) solution, allowing its partners to synchronize data between CoreNexa Account Manager and ConnectWise Manage.

CoreNexa Account Manager allows its partners to sell, deliver, manage and invoice for cloud communications services. ConnectWise Manage automates business processes for MSPs in areas such as sales, help desk, support, finance and human resources.

ConnectWise Manage is one of the most widely used business platforms among MSPs.

Ken Lienemann, CoreDial’s chief revenue officer, tells us many of the partners his company signs already have a business management platform that they use to assist with their business operations.

CoreDial’s Ken Lienemann

“In many cases it’s ConnectWise,” he said. “The CoreNexa Account Manager supports the quote-to-cash process for the delivery of cloud communications. As a result of this integration in a production environment, a partner can select their database of record for account information: SKUs, pricing and billing data. Upon activation of the integration, data will sync, prompt users for manual intervention of questionable items, and events will maintain syncing going forward. The result is data accuracy, less overhead and rework, and utilizing each system for its respective strength.”

The CoreNexa-ConnectWise integration automatically updates information across both platforms, letting partners select either solution as their primary point of data entry. It also allows MSPs to choose which data elements to sync and delivers a single, consolidated invoice for UCaaS, CCaaS and more.

“Much of the channel continues expanding their solution portfolio in support of meeting more market need, capturing more wallet share and enhancing value to their customers resulting in retention and growth,” Lienemann said. “For a few customers and a few solutions this is manageable by the employees. As the number of customers and solutions expand, the complexity grows in a non-linear manner. This results in customer service challenges and frustrations, not to mention the typical multiple invoices sent to the customer or the billing gymnastics required each month to consolidate various charges into a single invoice. This integration allows CoreDial and ConnectWise to automate most if not all of this, allowing employees to focus on the customer and enhance their overall experience.”

CoreDial is integrated via ConnectWise Manage APIs, which use security roles to determine access to environments, Lienemann said.

“When our mutual partners set up an integration, an API member is created for that integration, and security permissions are established,” he said. “Our platform makes sure the API keys are encrypted and saved securely.”