Remote Monitoring & Management Help

PSA Configuration on the Dashboard

This section covers the steps required to setup your ConnectWise Manage integration.

Setup PSA Integration

Step 1: PSA Product

Step 2: ConnectWise

Step 3: Ticket Creation Settings

Step 4: PSA Specific Settings

Steps 5, 6, 7 Ticket Settings

Step 8: Asset Tracking

Step 9: Create Test Ticket

Step 10: Confirm Setup

Configure Login

Configure Settings

Entity Mapping

Auto-Map

Manual Map

Uninstall PSA

Note, all integrations setup after the release of Dashboard 2019.07.08 use the upgraded integration. For information on upgrading to this version if using the original ConnectWise Manage integration, please visit Upgrade ConnectWise Manage Integration.