Creating the Relationship
In order to map/link Odin resources and ConnectWise products, think of a three-level type of relationship: Companies hold Subscriptions and Subscriptions contain Resources.
Each one of those levels needs to be tied to the corresponding level in each system.
1- Select the corresponding ODIN - ConnectWise Companies
The first step of establishing a ConnectWise / ODIN relationship is to identify the customer for which you will be setting up a relationship.
You do this by looking for the customer's name and then pulling down the drop down list and selecting from the list (of ConnectWise Companies).
Note that this page has a series of filtering options that may prevent you from viewing all your registered customers. For example, this interface could be set to only display ConnectWise companies which have contracts that have not yet been linked to ODIN subscriptions and ODIN resources.
2- Set the Subscription - Contract relationship
After the company has been selected, the Contract drop down list will populate with a list of contracts associated with that company. As noted previously, expired contracts and linked contracts will not display unless the corresponding checkboxes are checked indicating that the user wishes to view those records. The second step in setting an Autotask/ODIN relationship for billing is to select the Contract you wish to link as shown below:
3- Selecting an ODIN Resource
Once the company and subscription have been selected, the drop down list box for Autotask Services will be populated. You should select the service which relates directly to the Ingram resource that you are intending to link to.
4- Set the Price source
If required, the Price source for this specific Product/Agreement/Company can be set using one of different possible options (see detailed information related to each on the soruces >here<). (*)
5- Set / Confirm the relation
Finally, click on the 'Set Relation' button to confirm the linking process.
* Note that if a user tries to set a custom Cost value which is less than the cost currently configured in ConnectWise, the system will display a warning pop-up for the user to confirm if the set value is the intended value.
At this point, the system will perform a (one-time) reconciliation, comparing the corresponding current units of the ConnectWise Product and those of the Ingram Resource. Then, it will try to set the ConnectWise units number to be equal to the Ingram Micro number (by posting the difference).
So, in this example, since there are 8 licenses (of Exchange Online) in Ingram Micro, and none in the ConnectWise corresponding product
IDSync will create an addition (of 8 units) in ConnectWise, leveling both systems.
