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Technical Support

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How to configure the ConnectWise Connector in Systems Management

Information applies to:

Products
Systems Management

To activate the Connector for ConnectWise within Systems Management, first you need to do the following:

  1. Create an account in ConnectWise (if you do not already have one).
  2. Download the ConnectWise component from the PCSM ComStore.

Once purchased, the ConnectWise component will create a new tab in the Account tab called Connectors.

ConnectWise Configuration

  1. Log in to your ConnectWise Account.
  2. Click the Setup tab on the left side of the home page and select the Setup Tables tab.

  3. Select Category dropdown menu.
  4. Choose General type and click Search button.

  5. From the search list select Integrator Login.

Creating New Item for Integrator Login

  1. On the top of the page, click New Items tab to create a new item.

  2. You must set the following fields to create an item:
    • Username: Type one you want.
    • Password: Type one you want.
    • Access Level: Choose All records.
    • Service Board: Choose Integration.
    • Callback URL: Enter the following:

      https://pcsm-connector.pandasecurity.com/connector/cw/callbackurl?recid=
    • Enable Available API(s): Company API, Reporting API, Service ticket API.


Setting ConnectWise Login Details in your PCSM Account

To set your ConnectWise Login Details in your PCSM account, do the following:

  1. Go to your PCSM Account.
  2. In the Account tab, select the Connectors tab.
  3. Under the ConnectWise section click Edit.

  4. Fill in the information requested:
    • Site URL: Enter ConnectWise site address.
    • Company ID: Type your company name (can be any).
    • Company Login ID and Password: (must be the same as you used in ConnectWise at Integrator Login page.
    • Press Save.



      Important
      • If the callback URL produces an error (500 Internal Server Error) when invoked through HTTPS, the fix for this is to use “HTTP”.
      • The site URL must not contain “www”.

Profile Synchronization

To synchronize your PCSM profiles with ConnectWise, do the following:

  1. Go to your PCSM profile.
  2. Select the Account tab.
  3. In the Connectors tab, ConnectWise will be displayed.
  4. Press Setup...

Existing Profile Associations

To associate PCSM profiles and ConnectWise companies, do the following:

  1. Press Add New Association or choose one of existing.
  2. From the left dropdown box choose a PCSM profile.
  3. From the right dropdown box choose the appropriate ConnectWise company.
  4. Press Next to continue.

    Note: You can delete an association by checking it and clicking Remove Association.

Service Board

  1. Choose Integration.
  2. Press Next to continue.

Existing Status Associations

To associate PCSM and ConnectWise Ticket Statuses, do the following:

  1. From the left box choose a PCSM ticket status.
  2. From the right box choose the appropriate ConnectWise ticket status.
  3. Press Next to continue.

Existing Priority Associations

To associate PCSM and ConnectWise Ticket Priorities, do the following:

  1. From the left box choose a PCSM ticket priority.
  2. From the right box choose the appropriate ConnectWise ticket priority.
  3. Press Next to continue.

Finalizing Setup

Finally, a Thank you page is displayed meaning that the setup is finished and you can start working.
Press Close and the systems will synchronize.

Note: The tickets are now synchronized automatically when they are created in the PCSM system.

Help nº- 20140213 300146 EN

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