Note: This integration will only function on the hosted version of ConnectWise not a local installation.
Creating an Integrator Login for Cytracom via ConnectWise Manage
- Log into the ConnectWise Manage Portal or application
- Select System in the manage bar and then the Setup Tables Submenu
- Within Setup Tables search for "integrator"
- Select the "Integrator Login" Hyperlink to be taken to the Integrator Login List
- Select the + option to create a new user
- Fill in the information for each Panel
- Username: <insert desired username>
- Password: <insert desired password>
- Access Level: All Records
- API Integrations
- Activity
- Agreement
- Company
- Configuration
- Contact
- Document
- Invoice
- LogMeIn Support
- Managed Services
- Marketing
- Member
- NTR Support
- Opportunity
- Opportunity Conversation
- Product
- Project
- Purchasing
- Reporting
- Schedule
- Service Ticket
- Service Board: <optional/applicable>
- System
- Select the Save and Close option
Logging into the ConnectWise Integration
- Click on the ConnectWise logo on the right edge of the screen.
- Enter the information configured above into the login screen.
- Integrator Login:
- Password:
- Member ID:
- Company ID:
- Click Login, and if all the items above were set up properly the PSA should now be connected!