It would be nice to set a filter criteria on the ConnectWise Manage integration so that only companies of certain criteria such as type, status, etc were synced.
We currently have to sync thousands of companies into Hudu, well beyond what we actually need, due to the inability to filter incoming companies beyond whether they are inactive. I believe this may cause degraded performance in our instance.
Scarlet Highlighter
•
Jan 19, 2024
Or in the Connectwise Integration setup, instead of "Skip inactive companies" checkbox to have a textbox or dropdown of Statuses or Types to exclude.
Magenta Field
•
Aug 12, 2022
This is a great idea, we have lots of companies that are leads or otherwise not customers. Additionally it would be awesome if we could bulk match all suggested companies instead of just everyone.
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Comments4
Sep 11, 2025
Magenta Andromeda
Jan 19, 2024
We currently have to sync thousands of companies into Hudu, well beyond what we actually need, due to the inability to filter incoming companies beyond whether they are inactive. I believe this may cause degraded performance in our instance.
Scarlet Highlighter
Jan 19, 2024
Or in the Connectwise Integration setup, instead of "Skip inactive companies" checkbox to have a textbox or dropdown of Statuses or Types to exclude.
Magenta Field
Aug 12, 2022
This is a great idea, we have lots of companies that are leads or otherwise not customers. Additionally it would be awesome if we could bulk match all suggested companies instead of just everyone.