It may be necessary to amend the PSA Integration settings post-setup and this can be achieved from:

  1. Settings
  2. PSA Integration
  3. Configure


Configure ConnectWise PSA

Ticket Creation Settings

Within this section it is possible to change the Ticket Creation Settings, including the Name Format used by the tickets, whether they are auto created as well as the Alert and Check Clearing behavior.


ConnectWise PSA Settings

The ConnectWise PSA Settings may be used to change various aspects such as the ticket opened and closed status, other closed statuses that may be required the company status and type. The Time entry work type references of Regular, Overtime, Travel as well as Weekends and Holidays can also be configured at this stage. This dialog also includes the option to Restrict entity mapping to selected company type which filters the number of returned results from ConnectWise in the Entity Mappings dialog preventing a timeout when attempting to access the entity data.


Ticket Frequency

Changes to the 24x7, Daily Safety Check and Device Outage Ticket Priorities and Due Date Offsets can be made under Ticket Frequency.


Where the string entered in the Ticket Priority section of the Dashboard does not precisely match the corresponding ConnectWise Priority description a Could not find a priority named * error message may be returned when attempting to create a ticket. Further information on this setting is available here.

Asset Tracking

To import the Asset Tracking information from the Dashboard into the configuration section for the device in ConnectWise where the MSP plugin is in place simply tick the Enable Asset Tracking box.




To speed up the integration process information relating to the devices is cached and in some cases it may be necessary to clear this cache and this can be achieved by selecting Refresh Cache from the Cache tab.