Agreement Mapping by Vendor
ConnectWise UBI now enables MSPs to route product usage to specific agreements based on vendor, not just company or site. This allows partners to generate separate invoices by vendor — for example, routing all Microsoft usage to one agreement and all CDW usage to another. Previously, UBI only supported company-level or site-level agreement mapping, which limited billing flexibility for multi-vendor environments. The demonstration shows how to configure vendor-specific agreement overrides while maintaining a master agreement for all other vendors, streamlining invoice generation and improving alignment with vendor contract terms.
One-to-Many Product Mapping
The one-to-many product mapping feature allows MSPs to replicate vendor usage data into multiple PSA product line items, enabling billing for value-added services alongside vendor licenses. For instance, a Proofpoint license from CDW can be mapped to both the license product and a separate installation or maintenance service product, each with distinct pricing. This replication creates multiple invoice line items from a single usage record, allowing partners to charge for services layered on top of vendor products. The feature supports unlimited product mappings per vendor item, with pricing and cost initially pulled from the PSA product catalog but preserved on subsequent syncs.
Integration and Upload Capabilities
UBI currently provides automated integration for ConnectWise core products and select third-party vendors purchased through ConnectWise. For vendors without direct integration — such as Pax8, Proofpoint, and others — MSPs can manually upload usage data via CSV or Excel files using a template-based upload feature. ConnectWise is actively working on expanding automated integrations with additional vendors including Pax8, Proofpoint, and Accient, with rollout expected throughout the coming year. The platform is free for PSA Standard and Premium customers and requires access to the Asio platform, which can be provisioned through support or account representatives.
