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ConnectWise Manage PSA Integration

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Connectwise Integration Webinar

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Connectwise Manage Integration Overview

The Connectwise integration is designed to create a sync of key Company information to allow you to run reports on important metrics in your MSP. Here are the areas that we sync.

  1. Companies: You can map companies between SO and CW and sync from from CW into SO

  2. Company Types: You can map company types between SO and CW and changes in CW will update SO.

  3. Markets: You can map markets between SO and CW and changes in CW will update SO.

  4. Company Status: You can map company status between SO and CW and changes in CW will update SO.

  5. Configurations Status: Syncs from CW

  6. Configuration Types: Syncs from CW

  7. Configurations: Syncs from CW

  8. Contacts/Managed users: Syncs from CW

  9. Tickets: Sync tickets from CW

  10. Projects: Coming soon

  11. Agreements: Coming soon

  12. Opportunities: Coming soon​
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Connectwise Security Role

Setup the Connectwise Security Role for the Strategy Overview API Integration

  1. Add Security Role: System/Security Roles/Add Role

  2. Role ID: Strategyoverview

  3. Companies

    • Company Maintenance

      • Inquire: All

    • Configurations

      • Edit: All

      • Inquire: All

    • Contacts

      • Inquire: All

    • Manage attachments

      • Add: All

      • Inquire: All

    • Notes

      • Inquire level: All

  4. Service Desk

    1. Service Tickets

      1. Edit: All

      2. Inquire : All

  5. System

    1. Member Maintenance

      1. Inquire: All

    2. Table Setup

      1. Add: All

      2. Inquire: All​​

Create Connectwise CW API Member

Add API Member: System/Members/API Members tab/Add member

  1. Member ID: strategoverview

  2. Member name: Strategy Overview

  3. Role ID: StrategyOverview (This is the role you made in step #2)

  4. Level: Corporate

  5. Save

  6. API Key: API Key Tab/Add

  7. Description: Strategy Overview

  8. Save

  9. Copy Keys: Copy your Public Key and Private Key. (Once you leave this page you wont be able to see the private key again. You can always add a new API Key to reenable the integration)

Allow list IPs

If your Connectwise environment can only connect to allowed IPs please add the IPs listed here: IP Allow List for Integrations
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Enable the Connectwise Integration in Strategy Overview

  1. Enable Integration: Settings/Integrations/Add Integration/Connectwise Manage

  2. Server Domain Name: Your URL for accessing connectwise. Example https://cwmanage.yourmsp.com

  3. Company ID: From your login screen at Connectwise

  4. Public Key: This is the key from the API member you just created

  5. Private Key: This is the key from the API member you just created

  6. Add Integration

Company Types

  1. Enable bi-directional Company Types sync with Connectwise Manage: Check (The sync is bi directional but editing existing values can only be done in Connectwise)

  2. Map Companies: Map Company Types strategically. Connectwise will overwrite anything you map.
    For example. If in Strategy Overview you call clients "Client" and in Connectwise you call them "Customer", when you map Customer to Client it will update Strategy Overview to "Customer" when you save the mapping.

  3. Create UnMapped button: Click (This will create all Connectwise Company Types in Strategy Overview and Automap).

  4. Save
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Markets

  1. Enable bi-directional Markets sync with Connectwise Manage: Check (The sync is bi directional but editing existing values can only be done in Connectwise)

  2. Map Markets: Map markets strategically. Connectwise will overwrite anything you mapped.
    For example. If in Strategy Overview you call attorneys "Legal" and in Connectwise you call them "Attorney", when you map Legal to Attorney it will update Strategy Overview to "Attorney" when you save the mapping

  3. Create UnMapped button: Click (This will create all Connectwise Company Types in Strategy Overview and Automap).

  4. Save

Company Statuses

  1. Make Company Statuses: Enable bi-directional Company Status sync with Connectwise Manage (The sync is bi directional but editing existing values can only be done in Connectwise)

  2. Map Markets: Map markets strategically. Connectwise will overwrite anything you mapped.

  3. Create UnMapped button: Click (This will create all Connectwise Company Types in Strategy Overview and Automap).

  4. Save

Companies

Its best practice to import only Managed Clients that are in active Strategic Planning. You do not want to clutter SO with all potential leads, vendors, etc.

  1. Click Import Companies

  2. Types: Please select the type used for your Managed Clients. Strategy Overview accounts can have unlimited users but are limited by number of Managed Clients in the system used for Strategic planning.

  3. Company Statuses: Usually you only want to import Companies that are Active

  4. Integration Status: All

  5. Load Companies: Select the Companies you want to Import into the system and then click Import.
    If you already had companies in Strategy Overview and they had the exact same company name, it will automatically map. If you did not, you need to press "Create unmapped" to create them in SO.

  6. Save Mapping
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Configurations

  1. Fields to download: select the Configuration fields that you want to synchronize. It's often best to start with the defaults and return later to add more fields.

  2. Fields to Map: these are special fields within Strategy Overview that serve a unique purpose.
    Ensure each of these is mapped.

  3. Configurations Selection:

    • Suggested best practices

      • Mapped Companies: All

      • Types: Start with a limited set to start (you can add more later), such as such as workstations, servers, firewalls, switches, and WAPs.
        ​You should also not import the same Configuration type twice across multiple integration sources. For example, do not import Workstations from both Connectwise and IT Glue. Choose one source for each data type.

      • Statuses: All (you can filter out the Inactive devices later)

  4. Import Configurations

Contacts

  1. Enable Contacts Integrations: Check

  2. Mapped Companies - Check companies to sync contacts

  3. Types - Select only contacts types you want to sync

  4. Statuses - Select only contacts statuses you want to sync. Recommend All (you can filter out Inactive statuses later)

  5. Custom checkbox - you can add an additional conditions here to sync contacts using true/ false conditions

  6. Fields to download - select all field you want to see in SO.

Contacts Settings

  1. Open settings: Settings - Contacts.

  2. Connect to template: Settings - Contacts - Templates. On that page you can select templates for adding contacts tab.

  3. Contacts Columns:
    Settings - Contacts - Open Template - Contacts - Columns

    These are the columns that display for the Contacts tab. We preconfigured them to show just the right information you may want to show. You can always edit these later.

Create your first report!

  1. Create Report: Strategy module/Find the client you want to make a report for. (If you already have a draft open, the assets tab will already show. If you only have completed reports, click New Report icon next to the company name to make a new report.)
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