ConnectWise
Manage
Strategy
Overview
ConnectWise Manage Integration
Integration Description
The deepest integration we build. Companies, company types, markets, statuses, configurations, and contacts sync nightly from ConnectWise, and tickets are pulled live into the white-labeled client portal. Everything lands in the Technology Module ready to grade, budget, and put on a client roadmap.
What Syncs from ConnectWise
- Companies Names, websites, and company sites with their addresses
- Company Types Mapped to your Strategy Overview types
- Markets ConnectWise is the only PSA that syncs these
- Company Statuses Active and inactive states
- Configurations Every asset and device, with serial number, purchase date, warranty expiration, operating system, and manufacturer
- Contacts Names, titles, emails, phone numbers, and addresses
- Tickets Pulled live rather than stored, so the client portal always matches your board
Sync Interval
Companies, configurations, and contacts sync nightly unless you force a sync. Tickets are real time.
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