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 listing all available ConnectWise accounts. Device can also be mapped once the Client is successfully added.

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