Features · ConnectWise

ConnectWise Manage integrationPitchIT 2026

Automated client reporting for ConnectWise Manage

ConnectWise Manage is the operational backbone for thousands of MSPs — especially APAC MSPs and global partners on ConnectWise reseller programmes. Yet ConnectWise client reports are still often written by hand each week. Handover is the ConnectWise reporting tool that automates that work for any managed service provider running Manage.

How Handover connects to ConnectWise Manage

Handover integrates natively with ConnectWise Manage via the API. Pull service tickets and projects, generate client-ready narratives, and optionally push summaries back as notes — the same workflow UK MSPs use with HaloPSA.

Native integration details

  • Service tickets with status, priority, time entries, and discussion notes
  • Project tickets and delivery milestones where configured
  • Scheduled weekly reporting per client company
  • Delivery health dashboard across your ConnectWise portfolio

Handover was accepted into PitchIT 2026 and is listed on the ConnectWise marketplace. See the ConnectWise integration page for setup details.

What Handover generates from ConnectWise data

Weekly client reports

Automate ConnectWise reports as plain-English weekly updates: activity summary, open items, risks, and next steps — without exporting to Word or rewriting ticket notes.

QBR packs & exports

Quarterly review packs and Excel report packs built from the same ConnectWise Manage dataset your team already maintains.

ConnectWise Manage reporting for PMs

One ConnectWise report generator for the whole portfolio — consistent format whether you serve ten clients or two hundred.

Built for MSPs who live in ConnectWise every day

Engineers keep working in Manage. Handover turns that work into client communication your account managers can send with confidence. Compare pricing or book a demo.

Frequently asked questions

What is the best ConnectWise reporting tool for client communication?

Handover connects to ConnectWise Manage and generates narrative client reports from live service tickets and projects — designed for weekly client updates, not just internal dashboards.

How do I automate ConnectWise reports?

Connect Handover to ConnectWise Manage, select tickets and projects per client, then generate or schedule reports. Handover handles summarisation, formatting, and optional push-back to ticket notes.

Is Handover on the ConnectWise marketplace?

Yes. Handover is listed on the ConnectWise marketplace. APAC MSPs and UK partners on ConnectWise reseller programmes can connect through the standard integration flow.

What is PitchIT 2026?

PitchIT is ConnectWise’s startup programme. Handover was accepted into PitchIT 2026, reflecting our focus on ConnectWise Manage reporting and service delivery outcomes for MSPs.

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