Follow these instructions to configure the settings in ConnectWise. This is the first step in configuring your PSA tool.
Before you configure settings in ConnectWise, you must perform the following prerequisites:
Settings |
Description |
---|---|
Set up the Integrator Login |
This enables the Unitrends system to integrate with the PSA tool. |
Select the APIs to use / ensure the Service Ticket API is enabled |
Only the Service Ticket API is required. Ensure that it is enabled. When it is enabled, the Unitrends system can create service tickets in ConnectWise. |
Ensure that the integrator company name is active |
When the integrator company is active, ConnectWise is able to “communicate with” the Unitrends system. Note: See Step 7 in To configure settings in ConnectWise for more information. |
1 Ensure that the prerequisites are met. See Prerequisites more information.
2 In ConnectWise, click Setup > Setup Tables to see the Setup Tables window.
3 Enter Integrator Login into the Tables field and click Search or Enter. You see a second line with the Integrator Login link.
4 Click the Integrator Login link to see the Integrator Login screen.
Note: If you have already set up a user, you see the Integrator List screen. Click the New Item button to see the Integrator Login screen to add a new user.
5 Enter the following information:
Field |
Description |
---|---|
Username |
Enter the user name. |
Password |
Enter a password. |
Access Level |
Select All records in the drop-down box. |
Service Ticket API (checkbox) |
Click the Service Ticket API checkbox. |
Service Board |
Select Professional Services from the Service Board drop-down box. |
Callback URL |
Enter a valid URL, such as www.connectwise.com or “localhost”. |
6 Click the Save button (the disk icon in the top line). The integrator login is set up.
Note: Prior to using the PSA feature, confirm the time zone entry is set up correctly. Please contact your ConnectWise administrator or consult the ConnectWise documentation.
7 Ensure that the ConnectWise company name is set to active in the ConnectWise application under Finance > Company List > Company Finance Detail.
For example, using the company name “MyCompany”:
Under ‘Finance’, Company List = Company Finance Detail for ‘MyCompany’, the Company ‘MyCompany’ must be ‘Active’ to receive tickets.
8 Continue to Configuring settings in ConnectWise, which is the second step in configuring your PSA tool.