Hey,
What are the settings for this integration and required permissions?
Regards,
Alex
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Hey,
What are the settings for this integration and required permissions?
Regards,
Alex
Hi,
Integration with ConnectWise.
This page allows the administrator to integrate ConnectWise PSA with Reports. The integration allows the use of Reports database to generate ConnectWise reports.
1. Go to Reports > Settings > ConnectWise .
2. Enable ConnectWise option to send Device report data to ConnectWise server.
3. Specify Company ID configured in ConnectWise server to identify your company.
4. Specify URL for ConnectWise server. Report data from Device will be sent to specified URL.
5. Specify Integrator’s credentials (Username and Password) created in ConnectWise to send report data from the Device to ConnectWise server.
6. Specify Device name. By default, the Device displays Device key in Device name field.
7. Specify Manage ID configured in ConnectWise to link management solution with your company.
8. Specify name of Management Solution configured in ConnectWise to link management solution with your company.
9. Click Apply to apply ConnectWise settings.
Given below is the list of reports which can be sent to ConnectWise along with respective ConnectWise report name.
◦ Top Sites
◦ Filtered Sites
◦ Bandwidth Usage
◦ Top Attacks
If there is no report notification configured for ConnectWise, the Device will create report notification for all four reports automatically as soon as ConnectWise configuration is applied. But if there exists a report notification for ConnectWise, the administrator will need to create rest of the report notifications manually.
Thanks
Hi,
Integration with ConnectWise.
This page allows the administrator to integrate ConnectWise PSA with Reports. The integration allows the use of Reports database to generate ConnectWise reports.
1. Go to Reports > Settings > ConnectWise .
2. Enable ConnectWise option to send Device report data to ConnectWise server.
3. Specify Company ID configured in ConnectWise server to identify your company.
4. Specify URL for ConnectWise server. Report data from Device will be sent to specified URL.
5. Specify Integrator’s credentials (Username and Password) created in ConnectWise to send report data from the Device to ConnectWise server.
6. Specify Device name. By default, the Device displays Device key in Device name field.
7. Specify Manage ID configured in ConnectWise to link management solution with your company.
8. Specify name of Management Solution configured in ConnectWise to link management solution with your company.
9. Click Apply to apply ConnectWise settings.
Given below is the list of reports which can be sent to ConnectWise along with respective ConnectWise report name.
◦ Top Sites
◦ Filtered Sites
◦ Bandwidth Usage
◦ Top Attacks
If there is no report notification configured for ConnectWise, the Device will create report notification for all four reports automatically as soon as ConnectWise configuration is applied. But if there exists a report notification for ConnectWise, the administrator will need to create rest of the report notifications manually.
Thanks
I see this is in the help documentation but it leaves out a lot of necessary information. For example:
Hi Lowell,
Provide me some time to get further information on ConnectWise. I will DM you the necessary details to continue further.
Thanks
Hello,
Is there an update here?
I have created a Managed Device (unfortunately, Sophos did not provide many details for this piece).
I have Created a Management IT Solution.
A more thorough walk through would be greatly appreciate.