D-Tools is a data-driven application that streamlines the entire system integration process into a singular workflow.
From large commercial integrators to smaller companies, D-Tools is a complete estimation, design, and project management software solution that scales to fit the needs of your business. System Integrator can help you increase revenues as well as reduce time and costs associated with the installation and integration of Audio Visual, energy, home automation, security and IT networking systems.
With the new D-Tools Connect integration to ConnectWise Manage, partners can export project information from d-tools and import it into Manage. The integration will allow for the mapping and creation, if necessary, of customers, vendors, and products in Manage. Following the Manage workflow, imported projects from D-Tools become won opportunities converted into projects in Manage.
Export records from D-Tools and map or create them in ConnectWise Manage:
- Projects and Opportunities
- Companies and Vendors
- Price Adjustments
Login Credentials must be provided to you in order to login to the website:
- First, you will purchase the integration directly through ConnectWise Manage
- Then, you will receive an email with a one-time link to acquire your login credentials
Supported Versions: D-Tools' System Integrator 2017 (SI 2017) R2 and R3
For integration setup assistance, please refer to the following User Guide:
The ConnectWise Manage D-Tools SI Integration is certified via the ConnectWise Invent Program.
If you need assistance with integration implementation, please send a note to Help@ConnectWise.com. The ConnectWise support team will be your liaison to work with the D-Tools and Mobius Works teams to resolve any issues.