ConnectWise Manage - Setup Preferences
Learn how to configure preferences for ConnectWise Manage integration.
Written by Owen Parry
Updated at July 27th, 2024
Table of Contents
Overview
Once the API keys have been set up and AutoElevate is successfully communicating with your ConnectWise Manage server, AutoElevate customer service will continue with the following steps:
- Setup of AutoElevate service board
- Setup of custom Status for service board
- Testing of system
Make sure you send in your Integration Setup Documents
Please review the following items and then compile your preferences in the associated spreadsheet (NewMSPInfoCollection.xlsx) and upload it to the secure OneDrive link provided to you in your PSA Integration Setup ticket.
Click to Download
NewMSPInfoCollection.xlsx
Here’s the information you’ll need to include in the spreadsheet:
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Connectwise URL (i.e. connect.yourcompany.com)
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CW Company ID (i.e. YourCompany … the Company ID used to login to CW)
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Default Tech Resource (i.e. Bill Gates) – This is the default technician that will be assigned to tickets. (This value can be changed on the service board at any time after setup)
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Connectwise Location (i.e. Tampa Office)- If your company uses multiple locations in ConnectWise, please select which location the AutoElevate service board should belong to. This value CANNOT be changed on the service board after setup.
- Connectwise Department/Business Unit (i.e. Professional Services) – Please select what service category time entries for AutoElevate requests should be applied to. This value CANNOT be changed on the service board after setup.