After the initial integration of ConnectWise with Cloud Marketplace, synchronization tasks are created for every existing active customer subscription. When a new subscription is provisioned or a change in a subscription occurs, a corresponding task is created for synchronization between Cloud Marketplace and ConnectWise. These tasks are created after clicking Check Changes to update a task list.

Subscriptions with the following configurations are supported for synchronization between Cloud Marketplace and ConnectWise:

Scenario

Order Type

Billing Model

Fee

Notes for Additions 

Notes for Price Source Selected

New sale

Sales Order

Charge Before Billing Period

Plan Setup

Resource Setup

A one-time addition is created.

Cloud Marketplace: The price is received from the order detail.


ConnectWise: The price is received from the ConnectWise product catalog.

Plan Recurring

A new addition without a cancellation date and with a single quantity is created.

Cloud Marketplace: The price is received from the order detail.


ConnectWise: The price is received from the ConnectWise existing addition. If it absent, from the ConnectWise product catalog.

Resource Recurring

A new addition without a cancellation date is created.

Cloud Marketplace: The price is received from the order detail.


ConnectWise: The price is received from the ConnectWise existing addition. If it absent, from the ConnectWise product catalog.

Subscription upgrade or downgrade

Change Order

Charge Before Billing Period

Resource Setup

A one-time addition is created.

Cloud Marketplace: The price is received from the order detail.


ConnectWise: The price is received from the ConnectWise product catalog.

Resource Recurring

A one-time prorate addition is created.

If there is no existing addition, or its cancellation date is set, a new addition with the new price, new quantity and without cancellation date is created. The effective date is set to the start of the invoice period when the new product amount if effective.

If there is an existing addition and its quantity is updated, no new recurring addition is created.

For an existing addition that is effective for the current invoice period and without cancellation date:

  • If an existing addition is started before the date when the new product amount is effective, its cancellation date is set to the end of the invoice period when the previous amount is effective.
  • If an existing addition is started from the date when the new product amount is effective, its quantity is changed to a new value.

For a prorate addition:

Cloud Marketplace: The price is received from the order detail.


ConnectWise: The price is received from the order detail.


For a new quantity addition

Cloud Marketplace: The price is received from the order detail.


ConnectWise: The price is received from the ConnectWise existing addition. If it absent, from the ConnectWise product catalog.


For an updated addition:

Cloud Marketplace: The price is received from the order detail.


ConnectWise: The price is received from the ConnectWise existing addition. If it absent, from the ConnectWise product catalog.

Resource Downgrade

If there is no refund fee, a one-time prorate addition is created.

If there is an existing addition and its cancellation date is set, a new addition with the new price, new quantity and without cancellation date is created. The effective date is set to the start of the invoice period when the new product amount if effective.

If there is no existing addition, or only an existing addition quantity is updated, no new recurring addition is created.

For an existing addition that is effective for the current invoice period and without cancellation date:

  • If an existing addition is started before the date when the new product amount is effective, its cancellation date is set to the end of the invoice period when the previous amount is effective.
  • If an existing addition is started from the date when the new product amount is effective, its quantity is changed to a new value. 

For a prorate addition:

Cloud Marketplace: The price is received from the order detail.


ConnectWise: The price is received from the order detail.


For a new quantity addition

Cloud Marketplace: The price is received from the order detail.


ConnectWise: The price is received from the ConnectWise existing addition. If it absent, from the ConnectWise product catalog.


For an updated addition:

Cloud Marketplace: The price is received from the order detail.


ConnectWise: The price is received from the ConnectWise existing addition. If it absent, from the ConnectWise product catalog.

Usage-based subscription

Billing Order

Charge After Billing Period

(for example: Azure CSP 7.x, NS8)

Resource Recurring 

Resource Overuse

A one-time addition for each item with special pricing is created.

Cloud Marketplace: The price is received from the order detail.


ConnectWise: The price is received from the order detail.

Charge Using External Rating

(for example: Azure NCE and Azure CSP 8.x)

Cloud Marketplace: The price is received from the order detail.


ConnectWise: The price is received from the order detail.

Subscription cancellation

Cancellation order

Charge Before Billing Period

Resource Overuse 

A one-time addition that represents the resource overuse with special pricing is created.

Cloud Marketplace: The price is received from the order detail.


ConnectWise: The price is received from the order detail.

Cancellation

A one-time addition that represents the cancellation fee is created.

Cloud Marketplace: The price is received from the order detail.


ConnectWise: The price is received from the order detail.

Subscription resources that have Recurring price or Subscription recurring

No addition is created.

If an existing addition has the effective date before the calculated cancellation date (the end of the invoice period when a subscription is billed last time), the cancellation date of this addition is set. Otherwise, the existing addition is removed. This case may appear if the existing addition was created during the previous synchronization of the resource amount change.

Cloud Marketplace: The price is received from the ConnectWise existing addition.


ConnectWise: The price is received from the ConnectWise existing addition.