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Associate the Management IT Solution with a Customer

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For a customer to appear under a Management IT Solution it must first be associated with this solution within ConnectWise and this can be achieved via the company’s Management tab.


Go to Companies in the left menu


Use the Search function to filter the companies list

Select the target company

Open the Management tab

Click the add button (+) against Management Solutions

Select the required Solution from the drop-down

Enter the Managed ID (company name) to identify the customer when mapped on the Dashboard

Save changes to apply


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



Once configured, the customer will be available from the DashBoard Entity Mappings dialog after PSA Integration is completed via Settings, PSA Integration, Entity Mapping.