ConnectActive

72 changes, newest first.

• October 20, 2026Feature Let a Client Approve ConnectActive in Microsoft 365

  Get a consent link and instructions to pass to a client's Global Administrator, so they can approve ConnectActive's Microsoft 365 access themselves.

• October 11, 2026Feature Exclude Product Description from Invoice Descriptions

  Leave the product description out of the invoice descriptions ConnectActive builds for Agreement Additions.

• October 10, 2026Feature Set Configuration Contacts from Last Login

  A new Configuration Contacts option has been added to ConnectActive's Overwrite Options.

• August 14, 2026Announcement Contact Mappings

  Introducing Contact Mappings – keep ConnectWise Contact Types and Contact Custom Fields in step with your directory automatically, instead of setting them by hand and watching them drift.

• August 3, 2026Feature Overwrite Contact First Names

  A new Overwrite CW First Name with AD Values option has been added to ConnectActive's Overwrite Options.

• April 23, 2026Feature End-of-Month Invoice Date

  A new End-of-Month Invoice Date setting has been added to ConnectActive's Prorating settings.

• October 30, 2025Announcement Client Access to ConnectActive Reports via MyUserList.com

  Nilear has launched a new service, MyUserList.com, that allows your customers' point of contact and/or accounts payable contact to access their ConnectActive reports.

• August 15, 2025Feature OU Inheritence Selection

  You can control if a selected OU should include its decedent OU entries for OU Filtering and OU Agreement Addition Mapping.

• July 26, 2025Feature Change Order of Merged Groups

  When merging groups together for agreement additions, you can now control the order of the merge operations.

• May 23, 2025Feature Search Existing Syncs

  You can now search your list of existing companies sync'd by name to find what you are looking for more easily.

• September 11, 2024Feature Creating Prorated Addition under a Different Agreement

  You can now opt to have the prorated additions created under a different monthly-based agreement of your choice.

• September 5, 2024Feature Fine Control of Enabling/Disabling Prorate Refunding

  Under a company's sync setting, you can control whether agreement additions should automatically apply prorate refunding if the parent agreement prorate is enabled.

• September 3, 2024Feature Prorating an Annual Agreement

  ConnectActive can prorate additions for annual agreements, against the annual agreement or a monthly one.

• August 22, 2024Feature Include Full Tiered Pricing Schedule on Invoice

  A new "Include Full Pricing Schedule" option has been added for those additions using Tiered Pricing.

• June 26, 2024Feature Pagination and Performance Updates for Many Agreement Mappings

  For a company sync with over 50 agreement mappings, pagination will automatically be applied.

• June 26, 2024Feature Department - None Assigned Dynamic Group

  For companies filtering using ConnectActive's Dynamic Department Groups, a new "Department - None Assigned" was added.

• April 19, 2024Feature Unassigned Count for Filtered License Agreement Addition

  Previously, when using a filtered merge operation against a M365 License Agreement Addition, you could not include unassigned license counts against the addition.

• March 29, 2024Feature Hold Addition Contact Drops until After Invoicing for in Arrears Billing

  This setting is applicable for customers not using prorating, are billing in arrears and wish to control when deactivated users are removed from the addition.

• March 26, 2024Feature Dynamic Office Location Groups

  ConnectActive now provides dynamic groups based on one's assigned Office field in M365, which can be mapped directly to an agreement addition, ConnectWise Site or merged with other groups as a filter.

• March 8, 2024Feature Licensed Users Dynamic Group

  ConnectActive now provides an additional dynamic group, "Licenses Users", which can be mapped directly to an agreement addition or merged with other groups as a filter.

• March 8, 2024Feature Dynamic Deparment Groups

  ConnectActive now provides dynamic groups based on one's assigned department field, which can be mapped directly to an agreement addition or merged with other groups as a filter.

• February 14, 2024Update ConnectActive Sync Status Tabs

  Companies configured for ConnectActive Sync will now be divided into four categories: Active, Failed, Not Syncing, and Deactivated.

• January 13, 2024Announcement Google Workspace Integration

  ConnectActive can now sync against Google Workspace environments.

• November 3, 2023Feature Manually Add/Exclude Contacts from Agreement Additions

  You can now manually add or exclude contacts from an agreement addition. Manually adding a contact may be necessary for contacts which are external to a company's AD/M365 environment.

• November 3, 2023Feature Dynamic Groups based on Email Domain

  ConnectActive now provides additional dynamic groups based on email domains, which can be used for agreement addition mapping or filtering.

• September 17, 2023Feature Behind Invoicing Handling

  The following option is now available under ConnectActive -> Prorating tab.

• August 2, 2023Feature Auto Ignore Accounts

  You can can instruct ConnectActive to ignore newly encountered AD/365 users and/or ConnectWise Contacts if they match an Ignore keyword.

• May 31, 2023Feature Prorate on All Additions

  By default, ConnectActive will only create prorated Agreement Additions when the count for an agreement addition has increased over the previously invoiced count.

• April 29, 2023Feature Default to Ignore License

  When ignoring a Microsoft 365 License, you now have the option to default it to Ignored for all company syncs.

• April 21, 2023Feature Fine Control of Enabling/Disabling Prorating

  Under a company's sync setting, you can now select whether agreement additions should automatically apply prorating if the parent agreement prorate is enabled or default to No Prorating.

• April 13, 2023Feature Pagination for Large Contact Lists

  For company sync's with more than 250 contacts, ConnectActive will now apply pagination to improve browser performance.

• March 30, 2023Feature Limit Agreement Addition Scope to Sync Source

  When mapping Agreement Additions for multi-tenant/AD environments, you can now select a "Limit to Source" value.

• March 24, 2023Feature Default Site for Contact

  You can now set a Default ConnectWise Site Address for contacts based on the user's sync source (Active Directory or Azure/365 Tenant).

• March 11, 2023Announcement Tiered Pricing

  Tiered Pricing allows you to apply specific per user pricing based on count ranges.

• March 4, 2023Feature View All Upcoming Agreement Changes

  ConnectActive can now provide a comprehensive list of Agreement Addition Changes made across all customers since they were last invoiced.

• February 16, 2023Feature Skip Once Option

  When first syncing a new customer, one may be sure of 99% of the users listed but there may be one or two users one cannot yet make a decision to activate/deactivate/ignore.

• February 16, 2023Update Update Serial Number

  Previously, ConnectActive would set the Serial Number (if not already set to a value) of an Agreement Addition to "ConnectActive".

• February 10, 2023Feature Office 365 Contact Address to Site Mapping

  If an Office 365/Azure AD user has address information populated, ConnectActive will attempt to match their address to a Company Site in ConnectWise.

• February 10, 2023Update Contact Matching Performance Boost

  We have improved contact matching performance by 33%.

• January 20, 2023Feature Map an Office 365 License to an Agreement Addition w/ OU Filter

  Sometimes an MSP needs to divide licenses across several Agreement Additions for a client.

• January 14, 2023Feature Company-Wide Mapping with Groups/Licenses

  You can now choose to exclude groups or licenses from a Company-wide Mapping.

• December 18, 2022Update Filtered Group Information

  When applying one or more groups to filter contacts, ConnectActive will now display which of the filtered groups the Office 365 user was found to be a member of.

• December 9, 2022Bug Fix ConnectActive Bug Fixes

  Released several bug fixes for ConnectActive.

• November 5, 2022Feature Include Changes on Agreement Additions

  ConnectActive will now include the monthly changes encountered against an Agreement Addition, including prorated Agreement Additions.

• November 5, 2022Feature Do Not Update Count against Agreement Addition

  You can now elect not to update an Agreement Addition count when performing a sync.

• October 23, 2022Feature Inactive Contact Cleanup

  Review and merge inactive duplicate contacts into their active contact, and remove inactive contacts never used.

• October 3, 2022Feature Merge Union, Intersection or Difference

  When merging one or more groups to map against a single Agreement Addition, you can now select the merge method of Union, Intersection or Difference.

• October 2, 2022Feature Prorating Enhancements

  ConnectActive can now process prorating for invoices created at the end of the billed month (in arrears) or were generated past their expected generation date.

• September 24, 2022Feature Multi-AD/Tenant to Single Company

  ConnectActive can now sync multiple AD and/or Office 365 tenants to a single ConnectWise Company.

• August 19, 2022Update Matching Display Enhancements

  The ConnectActive Matching page's AD User column with now include First Name and Last Name along with UserID.

• August 12, 2022Feature New Drop Duplicate Accounts Option for ConnectActive

  When this option is enabled, ConnectActive will attempt to drop any additional AD Accounts that are repeated.

• August 6, 2022Feature ConnectActive Reports

  ConnectActive now provides Company-wide, Agreement Addition, and Office 365 License Reports.

• July 29, 2022Feature Sync Licensed Disabled Users as Active Option

  An additional option for ConnectActive Office 365 sync was added to specify how to handle disabled users with assigned licenses.

• June 17, 2022Feature Set Report Email Addresses Globally

  Set the "Report Failures To" and "Report Changes To" addresses globally or as the default for new setups.

• June 17, 2022Feature Sync All Option

  If you have made changes to your ConnectWise Manage products/agreements and need to force a sync of all your companies, a "Sync All" option is now available on the main ConnectActive landing page.

• May 27, 2022Feature User List Invoice Options

  List Separation and Sort By options have been added to the user list invoice options.

• March 26, 2022Update ConnectActive Interface Upgraded

  The ConnectActive interface has been upgraded. The original "Edit" option has now been split into two options: "Settings" and "Agreements"

• March 18, 2022Feature Office 365 License Sync Only Option

  Some MSPs have a client they only provide the resell of Office 365 Licenses and do not wish to import the client's users into ConnnectWise Manage as Contacts.

• March 9, 2022Feature LDAPS End-of-Life

  LDAPS syncing in ConnectActive ends on 12/31/2022; the recommended replacement sync methods.

• January 31, 2022Feature ConnectActive Now Supports Prorating

  ConnectActive can now perform prorating on ConnectWise Manage Agreement Additions based on user-based count changes, such as changes with the number of Microsoft License subscriptions.

• December 31, 2021Feature Real-time Syncing for Office 365 & PowerShell

  Office 365 user, group and license changes now sync to ConnectWise in real time.

• December 29, 2021Feature Map Same Group/License/OU to Multiple Agreement Additions

  It is now possible to map the same group/license/ou to multiple Agreement Additions.

• December 22, 2021Feature 3 New Settings for Office 365 License Sync

  Three new settings for Office 365 license syncing, including honoring the Agreement Off flag.

• October 8, 2021Feature Group/License Filtering for Office 365 Only Syncs

  When AD is included in a sync, OU Filtering and OU Site Mapping will be used.

• October 8, 2021Feature Exclude Office 365 Accounts from CW Contact Creation/Activation

  When syncing both AD and Office 365, you can limit the creation or activation of ConnectWise contacts to only the accounts that exist in AD and exclude Office 365 only accounts.

• October 1, 2021Update PowerShell Scripts will now Enforce TLS v1.2

  Previous PowerShell scripts uploaded AD data to ConnectActive using the host's default TLS setting.

• September 24, 2021Feature Treat Unlicensed Office 365 Accounts as Disabled

  By default, Office 365 accounts with no licenses assigned will be treated as DISABLED by ConnectActive.

• September 17, 2021Bug Fix ConnectActive Bug Fix

  Corrected an issue with the unlicensed count of an Office 365 subscription not being added properly to the overall count for the Agreement Addition during the automated sync.

• September 9, 2021Bug Fix Various ConnectActive Bug Fixes

  ConnectActive bug fixes for invoiced names of root Agreement Additions and mixed AD or PowerShell + Office 365 contact matching.

• September 3, 2021Bug Fix Various ConnectActive Bug Fixes

  ConnectActive bug fixes for mobile numbers, Office 365 membership matching and when a full sync runs.

• August 20, 2021Bug Fix OU Mappings

  Fixes for OU Site Mappings and OU Mappings to Agreement Additions.

• August 11, 2021Feature Agreement Addition Top Comment

  You can now add a custom Top Comment when updating Agreement Additions.