ConnectWise Integration

Transcription

1 ConnectWise Integration

2 Introduction This integration is a lengthy process however it s relatively simple to configure and should take no longer than 10 minutes. It will allow you to import all of the (companies, contacts and tickets) from your ConnectWise platform into Shockey Monkey. With the additional use of the callback mechanism, you can have a consistent reference back and forth between the two management portals. ConnectWise (Configuration) First we are going to configure the ConnectWise Integration, but we must first sign into Shockey Monkey to get some integration detail. 1. Sign into your Shockey Monkey portal. 2. Click on the top menu, Settings->Integrations. 3. Next, select ConnectWise from the drop down menu. 4. Make note of the Ticket Status Information, this information will be required when configuring the status codes inside of ConnectWise.

3 5. Launch you ConnectWise PSA and login with an administrator account. 6. From the side menu select: Setup->Setup Tables. 7. Type service board for the [Table] Field and click [Search]. 8. Click on the result Service Board.

4 9. Create a New Service Board. 10. Choose a name and fill in the desired fields, then save the new service board. 11. Next, choose :Statuses from the top.

5 12. Create a new entry for each [Status] code that we noted from [Step 4]. Make sure that you assign the correct Sort # with the corresponding Service Status. Also, properly assign your Open & Closed status codes. 13. After this is done, return to the Setup Tables screen. Just like we did in [Step 6]. 14. Type Integrator and click [Search]. 15. Click on the result Integrator Login.

6 16. Create a new Integrator Login. Enter the desired username. Enter the desired password. Set Access Level: All records. Check Service Ticket API. Select the freshly created Service Board from the previous steps. Assign the Ticket Callback URL: Check Managed Services API Check Contact API Check Company API Check System API Check Configuration API Save the Integrator Login.

7 17. After the login has been saved and before we leave this section, click the link to the right of Cross-Reference Statuses. Where it says 0 Statuses cross-reference. 18. Similar to when we defined the available status codes for our Service Board, we must define the integration mapping for each of those statuses. 19. Create an entry for each status and assign it the correct # noted from [Step 4]. 20. That s the last integration step inside of ConnectWise.

8 Shockey Monkey (Configuration) 21. Switch back over to the Shockey Monkey Integration page, from [Step 4]. Enter your ConnectWise Service Portal API URL Example: o/integration_io.asmx?wsdl Enter the name of the Service Board we created in [Step 9]. Enter the Integration Company; this is the same name as your ConnectWise [Company ID]. Enter your Integration Username & Password, defined in [Step 16]. Press [Next]. 22. Next you will see the [Priority Codes] screen. This step I optional, but recommended as it will correctly map the priorities for tickets inside of Shockey Monkey. Simply provide the name of each priority as it s listed inside of ConnectWise. See the image below for an example. 22. Press [Next].

9 24. It will now begin processing your integration credentials. The first step is Authentication; is this fails you will be brought back to Step #1. If authentication passes, you will see the status as it progresses through each step. 25. After this step completes, you will see the following screen.

10 Now you may come back at any time and do a manual Sync. A manual Sync will refresh the list of companies, contacts, and tickets with the most recent information inside of ConnectWise. While tickets should always remain current; Contacts & Companies will require a manual Sync anytime you wish for new entries to be pulled into Shockey Monkey. You can also at any point modify the [Priority Code] in case of a change on either side.