Navigation:  Integration > Service Desk - PSA Integration > ConnectWise > ConnectWise MSP (Deprecated) > PSA Configuration on the Dashboard > Configure Login > ConnectWise Configuration >

Associate the Management IT Solution with a Customer

Previous pageReturn to chapter overviewNext page

 

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

Companies

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.

 

cw_assciate_msp

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

clip0282