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

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

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

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

Configurations Status: Syncs from CW

Configuration Types: Syncs from CW

Configurations: Syncs from CW

Contacts/Managed users: Syncs from CW

Tickets: Sync tickets from CW

Projects: Coming soon

Agreements: Coming soon

Opportunities: Coming soon

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Add Security Role: System/Security Roles/Add Role

Role ID: Strategyoverview

Companies/Company Maintenance: Inquire: All

Companies/Configurations: Inquire: All, Edit: All

Companies/Contacts: Inquire: All (For Contacts Integration and Tickets Integration)

System/Table Setup: Add: All, Inquire: All

Service Desk/Service Tickets: Edit: All, Inquire level: All (Only for Tickets Integration)

System/Member Maintenance: Inquire level: All (Only for Tickets Integration)

Companies /Manage attachments: Add: All, Inquire level: All (Only for Tickets Integration)

Companies/Notes: Inquire level: All (Only for Tickets Integration)
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Add API Member: System/Members/API Members tab/Add member

Member ID: strategoverview

Member name: Strategy Overview

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

Level: Corporate

Save

API Key: API Key Tab/Add

Description: Strategy Overview

Save

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)
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Enable Integration: Settings/Integrations/Add Integration/ConnectwiseManage

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

Company ID: From your login screen at Connectwise

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

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

Add Integration
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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)

Map Companies: Map company types strategically. Connectwise will overwrite anything you mapped. 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

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

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

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

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

Save
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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)

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

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

Save
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Import Companies: Click

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. This allows us to provide fair pricing for any MSP at any size.

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

Integration Status: All

Load Companies: Click Load Companies and select Companies you want to Import into the system to use for strategic planning. 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.

Save Mapping
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Get all Configurations Types from Connectwise: Check

Get all Configuration Statuses from Connectwise: Check

Import mapped configurations: Check

Select Mapped Companies: Click to select only managed clients in strategic planning)

Types: Select only asset types you want to sync for budgeting and planning (Examples: Managed Workstations, Managed Servers, Firewalls, Switches, possibly expensive licenses)

Status: Active

Import: Click Import Configurations

Configure settings: Click Configuration Settings
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Create Template Configuration: This is the template your configurations will be associated with.

Add

Grades: Review the default grades that come with the system. Grades allow you to grade configurations and identify which are healthy and which need to be upgraded/retired
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Open Classes: Classes Tab/Select Configuration Type (Example: Managed Workstation)

Create Class: Click and name the class (Example: Basic)

Budget: Set budgets (You can select an approximate budget for the hardware, setup and onsite charges if your MSP bills that.

Other Classes: Create any other classes that are useful. Other examples are form Firewall (1-10 Users, 11-20 Users, 21-40 users, etc)
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Open Settings: Template Settings Tab/Click template name

Configuration Types: Only select those that are relevant for asset tracking to show in build mode or Display Mode

Configuration Status: Only select those that are relevant for asset tracking to show in build mode or Display Mode

Configuration Columns: These are the columns that display for the Assets tab. We preconfigured them to show just the right information you may want to show. You can always edit these later. Please note, by default we do not enable recurring budget columns for Assets. If your MSP sells/leases/rents computers on a monthly basis you can enable that.
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Enable Contacts Integrations: Check

Mapped Companies - Check companies to sync contacts

Types - Select only contacts types you want to sync

Statuses - Select only contacts statuses you want to sync

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

Fields to download - select all field you want to see in SO.
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Open settings: Settings - Contacts.

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

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.
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Create Report: Companies 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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