Set up the integration and import clients, contacts, opportunities and projects
ManagedServicesPlatform offers a very comprehensive integration with Connectwise.
- Contact and Company import/export
- Two-way sync with CW Opportunities and Projects
- One-way sync with CW Tickets
- One-way sync with CW Project Milestones and Tickets
- Hosted API - managed Services Platform can be embedded in CW
2. How to set up the integration
Go to Profile > Integrations
1. Set up the integration by gathering information from your Connectwise. You might need admin privileges to do that.
- Connectwise Server Name
- Company ID
- Public API Key
- Private API Key
- Test connections
2. Set up the Hosted API functions so you are able to access Managed Services Platform within Connectwise
- Add screens by clicking the cog icon
- Go to your Connectwise > Companies and select a company
- On the top bar scroll to the very right and click the cog
- On the popup add the Assignment and ManagedServicesPlatform items to your screens
You are able to access the tool from the company tab and the selected company will be linked from ManagedServicesPlatform
3. Set the permission for the API member
3. Import Your Clients and Contacts
Go To Clients
1. Click on Import Clients
2. Select the company name or click enter to list all Connectwise companies
- You can select multiple companies to import
- If you import from Connectwise the company in Connectwise and in Managed Services Platform will be linked together
- Please note that you might want to add "Seniority" property as well during import so our system can distinguish CEO / COO / Office Manager / IT Coordinator roles
3. After set up click "All Selected" to import all companies to the system
4. Import Project / Opportunities to Roadmaps
You are able to import projects and opportunities from Connectwise. This helps to use your existing data in Connectwise to push into our Client Project Roadmaps. This helps to prepare for your next meeting quicker and also help the client understand the different proposed and ongoing projects with a better visual.
5. Sync Clients Later
Go to Client > Delivery Tab
Select the Link Connectwise Company function to be able to sync a Managed Services Platform company with a Connectwise Company.
NOTE: To make things easier, ensure your clients are named the same in Managed Services Platform as they are in Connectwise. This will ensure they are matched appropriately and avoid duplication.
6. Sync Contacts Later
Go to Client > Contact Tab
If a company is linked to a Connectwise Company you are able to sync the contacts for changes