Passportal Help

ConnectWise® Manage™ Integration Configuration

When the ConnectWise Manage Integration has been configured you will be able to sync:

  • Clients
  • Users
  • Assets
  • Contacts
  • Locations

The ConnectWise integration requires an API key for ConnectWise. The following instructions will help you create an API user and the API key for use in setting up the Connectwise integration.

SSL and On-premise versions

Before beginning, If you are using an on-premise version of ConnectWise Manage, you may need to ensure SSL is correctly configured prior to attempting the integration.

  • Versions 2018.1 or higher: No SSL configuration required.
  • All SSL configurations are built into this version to accommodate the security of the integration.
  • Versions earlier than 2018: Please review the following KB article from Connectwise to ensure your SSL configuration is ready for use before proceeding with integration. All traffic to Passportal is over SSL and the integration will fail if it is not configured correctly: http://university.connectwise.com/install/cqt/ssl.html

To integrate with ConnectWise Manage:

  1. Select Settings.
  2. Select Integration Center.
  3. Select ConnectWise Manage.
  4. Enter the ConnectWise Manage Company ID, Server Domain, Public Key and Private Key in the appropriate fields.
  5. Enter the Username and Password of the Authenticated User in the appropriate fields.
  6. Toggle to enable the sync selections if required. The Auto-create switches become visible if the corresponding sync toggle is enabled.
  7. Click Authenticate.
  8. You are next prompted to select which types of information records you want to sync, use the toggles to select those you require.
  9. If Sync Users has been enabled in the previous step, the User Sync screen is now displayed. Passportal will attempt to match all existing users set up in Passportal with their corresponding ConnectWise Manage users, to ensure duplicates are not created. Users must have identical names for this to work. Select Auto-Match All to start this process.
  10. If you would prefer to manually match the users, you can also do this by clicking on Match in the Matched Passportal Record column and clicking on the corresponding user in the drop-down.
  11. For the remainder of the users select either the Create or Exclude buttons in the Matched Passportal Record column. If you have a large list you can just exclude the users you don't want and select the Create Unmatched button to create the remaining users.
  12. If you excluded a user that you would like to later add, simply select the Excluded Records tab and select Create or Match.
  13. You will be able to revisit this page after the initial setup and change any of the settings or create any users you had previously left uncreated. Click Next to continue.
  14. If Sync Clients had been enabled in the previous steps, the Client Sync screen is now displayed. Passportal will attempt to match all existing clients set up in Passportal with their corresponding Kaseya BMS clients, to ensure duplicates are not created. Clients must have identical names for this to work. Select Auto-Match All to start this process.
  15. If you would prefer to manually match the clients, you can also do this by clicking on Match in the Matched Passportal Record column and clicking on the corresponding client in the drop-down.
  16. For the remainder of the clients select either the Create or Exclude buttons in the Matched Passportal Record column. If you have a large list you can just exclude the clients you don't want and select the Create Unmatched button to create the remaining clients.
  17. If you excluded a client that you would like to later add, simply select the Excluded Records tab and select Create or Match.
  18. You will be able to revisit this page after the initial setup and change any of the settings or create any clients you had previously left uncreated. Click Next to continue.
  19. The Sync Preview Sync screen is displayed, which is an overview of records to be created, matched, or excluded.
  20. Review to ensure the expected actions will be taken. Click Finish to complete the integration process.

Once you have completed the process, it may take some time to allow the initial synchronization of assets to occur. Depending on the number of items to sync, this can take several hours. All imported items will appear in their respective clients.