On the PSA Configuration page, you can create, modify, delete, view, or save configuration and authentication information. You can also create a test service ticket to send to ConnectWise.
Note: Before you configure the Unitrends PSA integration feature, make sure you configure the Connectwise tool. See Configuring settings in ConnectWise for steps.
When you create the PSA configuration, you are providing authentication information to connect with ConnectWise.
1 In the Unitrends system, go to Settings > Clients, Networking, and Notifications > Professional Services Automation.
You see ConnectWise in the center stage area.
2 Click ConnectWise. Enter the following information in the Add PSA Configuration window.
Note: If you have already configured PSA information, you see the Modify PSA Configuration window.
Field |
Description |
---|---|
URL |
Enter the URL that your company uses for ConnectWise. Enter the node name only. Do not include https:// or http://. Example of correct entry: test.connectwise.com |
Company ID |
Enter the integrator company ID from ConnectWise. Make sure the this is an exact match, including case. Note: Make sure the ConnectWise company configuration is active in the ConnectWise application. See Step 7 in To configure settings in ConnectWise for more information. |
Select an existing credential or a new credential |
|
Existing Credentials (drop-down) |
If you already set up credentials and would like to use those values, click the Existing Credentials drop-down and select a value. For instance, this could be credentials for Operators or Administrators. Note: You can also edit existing credentials once you select a credential from the drop-down list. Continue to Step 3. |
New Credential (button) |
To enter a new credential, click New Credential. You see the Add PSA Configuration window with fields for the new credential. |
Enter the following fields for the new credential:
Field |
Description |
---|---|
Credential Name (optional) |
Enter a credential name if you want to set up a level of credentials for a group, such as Operators. |
Username |
Enter the Integrator Login user name from ConnectWise. |
Password |
Enter the Integrator Login password from ConnectWise. |
Confirm Password |
Re-enter your password. |
3 Click Confirm. You see ConnectWise in the center stage area.
4 Click the ConnectWise line again to see the Modify PSA Configuration window.
Note: The URL and Company ID are populated from your entry on the previous window. This window looks slightly different if you selected an existing credential from the drop-down list.
5 Click the Send Test Ticket button to send a test ticket to ConnectWise. If the credentials you entered are correct, you see the test ticket number in a message window; otherwise, you see an error message.
Note: Sending the test ticket is crucial to determining that ConnectWise is receiving tickets.
6 Use the ticket number to confirm that the system sent a test ticket to ConnectWise.
You can go to ConnectWise to confirm that the test ticket was sent. Perform a ticket search, if necessary.
7 Continue to Configuring PSA settings in the Unitrends system, which is the next step in configuring your PSA tool, if needed.
Note: After you create the PSA configuration, you can modify or delete it, as necessary. See Modifying or deleting a PSA configuration.