The OneView integration with ConnectWise® Automate™ lets you add a subscription from the Companies page in Automate. Once the site is created, you can add a subscription using the Actions menu.
Add subscription
- In your ConnectWise Automate Control Center, go to Tools > OneView.
- In the left panel, click Companies.
- Select a created company from the list.
- Click Actions > Add Subscription.
- Configure the following options:
- Select Product: Select your product subscription.
- Select Term: Choose your contract term for your customer.
- Seat Count: Choose the total seats provided for the customer subscription.
- Click Add Subscription.
Return to OneView and ConnectWise Automate integration.