Remote Monitoring & Management Help

Step 4: PSA Specific Settings

Configure the following settings as the default values when creating tickets and time entries in ConnectWise.

Enable Client Sync

Create Dashboard Clients as assets in ConnectWise. Synchronizes updates and deletions of Clients to mapped assets in the ConnectWise.

Enable Site Mapping This option allows you to map your Remote Monitoring & Management to their counterparts in ConnectWise.
Enable Site Sync Create Dashboard Sites as assets in ConnectWise. Synchronizes updates and deletions of Sites to mapped assets in the ConnectWise.
Enable Device Sync

Create Dashboard Devices as assets in ConnectWise. Synchronizes updates and deletions of Devices to mapped assets in the PSA. Removing a Device from the Dashboard (including workstations due to inactivity) marks the Device as inactive in ConnectWise. 

Where enabled, a removed then re-added Device may create a new device item in ConnectWise.

Service Board ConnectWise Service Board the Dashboard generated tickets are assigned against
Ticket opened status The default new or opened state of Dashboard generated ConnectWise tickets
Ticket closed status The default closed state of Dashboard generated ConnectWise tickets
Company Status The status applied to new companies in ConnectWise when created from the Dashboard
Company Type The type of company applied to new companies in ConnectWise when created in the Monitoring Dashboard.
Setup Name If using the ConnectWise MSP Solution Module, enter the Name from the Management IT table to only integrate with those customers assigned to the specified Management IT Solution

The ticket opened and closed states are retrieved from the selected ConnectWise Service Board. If these drop-downs are unavailable, navigate to the Service Board in ConnectWise, review its Statuses then add the required status for each entry if required.