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 UI, select Configure > Appliances > Interactions > Add. |
2 | Enter the following information in the Add PSA Configuration dialog: |
Enter the following information in the Details box:
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 Configuring settings in ConnectWise for more information. |
Enter the following information in the Credentials box:
Field |
Description |
---|---|
Credentials |
Select New in the dropdown menu. |
Credential Name |
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. |
Domain |
Optional. |
3 | Click Save. ConnectWise will appear in the Tool column of the Interactions tab. |
4 | Click Connectwise in the in the Tool column to highlight it, then click the Send Test Ticket button to send a test ticket to ConnectWise. You can view the status of your test ticket by clicking the View Test Ticket History button. |
Note: Sending the test ticket is crucial to determining that ConnectWise is receiving tickets.
5 | 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.
6 | 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 Editing or removing a PSA configuration.