PSA: ConnectWise Manage

Overview

Scan results are sent as tickets to ConnectWise Manage, with options for Company and Configuration syncing to inform teams of scan alerts/results.

The ConnectWise Manage integration has 3 main integration points.

1. Company Syncing - keep your companies synced between ConnectSecure and ConnectWise Manage. You can import directly from ConnectWise Manage or map an existing ConnectSecure company to a ConnectWise Manage company. This ensures any alerts/tickets raised are going to the correct company. This does not require that you use Enable Configurations or Create Ticket options.

2. Enable Configurations - sync across your ConnectSecure Active Assets to ConnectWise Manage as a Configuration, using our own ConnectSecure Configuration Type. This is optional and does not need to be enabled to use Company Syncing or Create Ticket options.

3. Create Ticket - enable ticketing integration using your defined Event Set and Integration Profile settings. This is optional and is not required to use Company Syncing or Enable Configuration options.

Getting Started

1. Navigate to Global > Settings > Integrations > ConnectWise

Open

Setup

Open

Credentials

Complete the required fields and tap Update to continue:

Name: Give the integration creds name of your choice.

Base URL: Enter your ConnectWise Manage URL (server.example.com) or (na.myconnectwise.net)

Company: Enter the ConnectWise Manage company used at login.

Public Key: Enter the Public Key generated from ConnectWise Manage.

https://docs.connectwise.com/ConnectWise_Documentation/090/040/010/040/030#Create_an_API_Member

Private Key: Enter the private key generated by ConnectWise Manage.

https://docs.connectwise.com/ConnectWise_Documentation/090/040/010/040/030#Create_an_API_Member

Associated Company: This can be left blank for all companies.

API Member Security Permissions

The ConnectWise API Member permissions for the integration require the following in the table listed below.

To access these, you must first select from your list of Security Roles found under System.

Then, configure the permissions as listed below:

Event Set

This is where you tell the integration what events should generate an alert. Tap the Add button to view and add your desired event sets based on predefined categories and events.

Each Event Set category will include a set of ‘Group By’ options that will control how tickets are created by the Event Set.

Integration Rules

Here, you define how the ticket is created in ConnectWise and which parameters are applied to the ticket upon creation. Complete all required fields and tap Save to continue.

Configurations

This is where you manage the sync between the ConnectSecure Assets and ConnectWise Configurations where we map against a ConnectWise Configuration Type of your choice.

The drop-down will query your Active ConnectWise Configuration Types.

Tap the Add Question button if you want to include additional Configuration Question fields:

Give your new Question both a Question (label) and Answser Type, which include the Answer Type options available from ConnectWise:

• Text

• Checkbox

• Currency

• Date

• Hyperlink

• IP Address

• Number

• Password

• Percent

• TextArea

Tap the Add button once the options are set.

You can add more Question/Answer Types or tap Save to submit and close.

You should see your new Question(s) on the screen and the Added Successfully message.

Tap on the Save button to complete.

Company Mapping

This is where you manage your company mappings between ConnectWise Manage and ConnectSecure and enable the Site mappings, ticket creation, and configuration syncing options.

Using the Add button, you can import them directly from ConnectWise Manage or map existing ConnectSecure companies to ConnectWise Manage companies.

Import Companies from ConnectWise

Use this option to create a new ConnectSecure company based on an imported ConnectWise company; this automatically maps the companies together.

Tap the Select Company drop-down to see a list of your ConnectWise companies. Use the checkboxes to select the company (or companies).

You can then set additional parameters for the company's mapping.

1. Map Site - this is optional but allows you to map a specific ConnectWise Site to the ConnectSecure company

2. Create Ticket - set the checkbox to enable ticket creation (requires Integration Rule)

3. Integration Rule - select a rule to apply to be used with the Ticket Creation option

4. Enable Configuration - select the checkbox to turn on the sync of ConnectSecure Assets to ConnectWise Configurations; see the Configurations tab for options.

Map Existing ConnectSecure Company to ConnectWise Company

Use this option to map an existing ConnectSecure company to an existing ConnectWise company.

Upon saving, the Selected Companies section appears with your mapping selection(s). You can use the three-dot action menu to Edit or Delete the company mapping and settings.

Get Support

If you have an integration-related inquiry, please email support@connectsecure.com with the details, and our Support Team will assist you.