Integration Capabilities
- Import Customer Records
- Import Configurations
- Import Contacts
- Create Tickets and sync status
- 2 Way opportunity sync
Step 1
Navigate to the Left Hand Menu > Integration > Settings > ConnectWise Manage to add your API settings and keys.
Step 2
Navigate to the Left Hand Menu > Integration > ConnectWise Sync to configure your import settings.
***Best Practice - Configure your default service board to be a board not included in SLA measurement. It is recommended, but not required, that you create a service board for use with vCIOToolbox
Step 3
Manually sync Customers for initial data import. All other settings only will sync data once the customer is activated.
For full integration instructions and API security role setup please download the Integration Guide below.