In ConnectWise on the Opportunity there are a certain number of revenue fields that are available to map in your integration. Below is an overview of how these fields work and can be used in your integration.
First, it's important to understand that these fields are read-only by default and therefore the data can only sync from ConnectWise and to another system. You can never write directly into these fields from another system. The reason has to do with how these fields are calculated, which is based on the products and services that are associated to an Opportunity in ConnectWise.
Revenue Field Types
There are a few different revenue fields that you can choose from. Here is a list:
- Total Forecast Cost
- Total Forecast Revenue
- Total Forecast Profit
- Total Recurring Cost
- Total Recurring Revenue
- Total Recurring Profit
- Recurring Start Date
- Recurring End Date
- Recurring Cycles
- Recurring Cycle Type
These fields all come from the Forecast table found on the Opportunity record.
The Revenue and Cost fields are obvious in terms of where they come from but the Profit field can be a little confusing because on the Opportunity it is called Margin.
For the above Opportunity example, here is what the fields and values look like in the Formstack Sync schema:
The Recurring fields are related to any products and services that are listed as a "recurring" in your ConnectWise quote. If you don't have any recurring revenue then these fields will have a value of $0. Same goes for the Recurring State/End Date and Recurring Cycles and Recurring Cycle Type fields.
Here is an example of how you could map this information back to your HubSpot Deal record. In this example I am mapping the Total Recurring Revenue field to the Amount field in HubSpot because this is the type of revenue I care most about tracking back in my marketing system.