Remote Monitoring & Management Help

Create a ConnectWise MSP Management IT Solution and associate Customers (Optional)

The ConnectWise MSP Management IT Solution module associates the selected customers with the solution. Where this solution is entered in the Monitoring Dashboard, only those customers assigned to this solution are available for integration with the Monitoring Dashboard.

This functionality requires the ConnectWise MSP Management IT Solution module.

Create a Management IT Solution

  1. Login to the ConnectWise
  2. Go to System in the left menu
  3. Select Setup Tables
  4. Search for Management IT in Table
  5. Choose Management IT in the returned results
  6. Click the add button (+) to open the New Management IT dialog and complete the following details:
    1. Enter the Name (this is entered as the Setup Name in the Monitoring Dashboard)
    2. Select Custom in Custom Solution Name
  7. Leave the Username and Password fields blank
  8. Click Save and Close

 

cw_managementit

cw_managementit_co

Associate customers with the Management IT Solution

  1. Login to the ConnectWise
  2. Go to Companies in the left menu
  3. Companies
  4. Use the Search function to filter the companies list
  5. Select the target company
  6. Open the Management tab
  7. Click the add button (+) against Management Solutions
  8. Select the required Solution from the drop-down
  9. Enter the Managed ID (company name) to identify the customer when mapped on the Dashboard
  10. Save changes to apply

Repeat the above process for each customer you wish to include in the Management IT Solution.

cw_assciate_msp

Once configured, the customer will be available from the Dashboard Entity Mappings dialog after the PSA Integration is complete.

  1. Settings
  2. PSA Integration
  3. Entity Mapping

clip0282