Manual Map

As well as the Auto-Map option clients and devices may also be mapped manually.

To manually map a Dashboard client as an ConnectWise account click on the PSA Entity box against the corresponding client to display the PSA Account drop-down which lists all available ConnectWise accounts including the option to Create a new PSA account.


When creating a new PSA account the Account Name is automatically completed with the option to enter the Company Status and Company Type.


Where the Client is not to be mapped to its ConnectWise counterpart it can be recorded as Not Integrated.