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ConnectWise Manage PSA Integration
ConnectWise Manage PSA Integration
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Connectwise Integration Webinar
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  1. 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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  2. Connectwise Security Role
    Setup the Connect security group 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


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  3. CW API Member

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

    2. Member ID: strategoverview

    3. Member name: Strategy Overview

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

    5. Level: Corporate

    6. Save

    7. API Key: API Key Tab/Add

    8. Description: Strategy Overview

    9. Save

    10. 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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  4. Allowlist IPs
    If your Connectwise environment can only connect to allowed IPs please allow list the following IPs
    52.247.76.89
    52.247.76.111
    52.247.76.163
    52.247.76.166
    52.247.76.170
    52.247.76.201
    20.49.97.4
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  5. Enable Integration in Strategy Overview

    1. Enable Integration: Settings/Integrations/Add Integration/ConnectwiseManage

    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
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  6. 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 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

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

    4. Save
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  7. 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
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  8. 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
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  9. 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. Import Companies: Click

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

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

    4. Integration Status: All

    5. 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.

    6. Save Mapping
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  10. Configurations
    Its best practice to only import configurations you want to track as assets for strategic purposes and not clutter SO with

    1. Get all Configurations Types from Connectwise: Check

    2. Get all Configuration Statuses from Connectwise: Check

    3. Import mapped configurations: Check

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

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

    6. Status: Active

    7. Import: Click Import Configurations

    8. Configure settings: Click Configuration Settings
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  11. Configuration Settings

    This is the place where you define rules for your configurations.

    1. Create Template Configuration: This is the template your configurations will be associated with.

    2. Add

    3. 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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  12. Classes
    Classes are types of configurations. Examples are:
    Managed Workstations
    - Basic
    - Premium
    - Engineering

    1. Open Classes: Classes Tab/Select Configuration Type (Example: Managed Workstation)

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

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

    4. 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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  13. Configurations Template Settings

    1. Open Settings: Template Settings Tab/Click template name

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

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

    4. 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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  14. 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

    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.
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  15. 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.
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  16. Create your first report!

    1. 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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