> Administration > PSA Integration > ConnectWise > Set Up Export Device Profiles

Set Up Export Device Profiles

Following the ConnectWise Manage PSA Integration Checklist, this is the fourth of six steps to integrate MSP N-central with ConnectWise Manage using the PSA Configuration feature in MSP N-central.

An Export Profile allows you to define settings and targets for device export. After an Export Profile is set up, device information is automatically exported to ConnectWise Manage using the Export Profiles whenever a device change is detected.

The following device changes will initiate an automatic export using the new profile:

  • Add a device
  • Remove a device
  • Modify a device
  • Modify device assets
  • Asset Discovery
  • Appliance self-registration

You can use the Export Now feature at any time to initiate a complete export of up-to-date device information.

Contract and billing information will not be updated by data export.

Both the customer to whom the device belongs and the device class must be mapped before any devices can be exported. Refer to Map MSP N-central Customers to ConnectWise Manage Customers and Map Device Classes for ConnectWise Manage.

Add Export Profiles for ConnectWise Manage

  1. In the navigation pane, click Administration > PSA Integration > Export Devices.
  2. Click Add.
  3. Configure the following properties of the Profile:

    Name

    Identifies the Profile.

    Description

    Provides additional user-defined information about the Profile.

    Settings

    Status of Configurations after export

    Select the status in ConnectWise Manage after data has been exported from one of the following:

    • Active
    • Inactive

    These are the default status values. If you have configured any custom devices, they will also be listed here.

    When a device is deleted or is no longer managed by MSP N-central

    Select how ConnectWise Manage will manage Configurations for devices that no longer exist or are no longer managed in MSP N-central from one of the following:

    • Delete the Configuration in ConnectWise Manage—This option is not recommended unless you have a good reason to do so, as deleting the device here will cause ticket history for this device to be lost, so you may want to select the second option and choose a status
    • Set status of the Configuration in ConnectWise Manage to either Active or Inactive
    • Do Nothing—If you choose to Do Nothing, you will have to remember to reconcile your device information in ConnectWise Manage with that in N-central.
    Targets

    Device Export Criteria

    You can create an export profile that only applies to a specific set of devices by selecting customers, device classes or filters that devices belong to.

    • All Devices—Data for every device that is managed by MSP N-central will be exported. This is the default.
    • By Customer—Data for devices associated with selected Customers or Sites will be exported.
    • By Device Class—Data for devices based on selected classes will be exported.
    • By Filter—Data for devices grouped by selected Filters will be exported.

    Click >> to move all of the items from the left column to the right or << to move all of the items from the right column to the left.

  4. Save your changes.

    Device information will be exported as device changes occur. The next complete export using this profile will happen at the time of the next Asset Discovery.

  5. Click Export Now in the Actions column to initiate an immediate complete export using the new Export Profile.

Edit Export Profiles

  1. In the navigation pane, click Administration > PSA Integration > Export Devices.
  2. Click the Name of the Profile that you want to edit.
  3. Update and Save the Profile properties as required.

Delete Export Profiles

  1. In the navigation pane, click Administration > PSA Integration > Export Devices.
  2. Select the check box next to the Profile (or Profiles) that you want to delete.

    You can select the check box next to the column title Name to select all of the Profiles.

  3. Click Delete.
  4. Click OK to confirm the deletion.

Enable Automatic Export

Automatic export is enabled by default when an export profile is added.

  1. In the navigation pane, click Administration > PSA Integration > Export Devices.
  2. To enable Automatic Export for individual export profiles:
    1. For each export profile, locate the toggle under Automatic Export in the table.
    2. Slide the toggle to ON to enable automatic exporting.

  3. To enable Automatic Export for more than one export profile:
    1. Select checkboxes beside the name of the export profiles for which you would like to enable automatic export.

      You can select the check box next to the column title Name to select all of the Profiles.

    2. Click the Enable button.

Disable Automatic Export

  1. In the navigation pane, click Administration > PSA Integration > Export Devices.
  2. To disable Automatic Export for individual export profiles:
    1. For each export profile, locate the toggle under Automatic Export in the table.
    2. Slide the toggle to OFF to disable automatic exporting.
  3. To disable Automatic Export for more than one export profile:
    1. Select checkboxes beside the name of the export profiles for which you would like to disable automatic export.

      You can select the check box next to the column title Name to select all of the Profiles.

    2. Click Disable.

Manually Trigger an Export (Export Now)

If you have disabled exports or would like an immediate export, you can manually run an export.

You do not have to enable an export profile to trigger an export.

  1. In the navigation pane, click Administration > PSA Integration > Export Devices.
  2. To trigger an export for individual profiles:
    1. Click Export Now in the Action column for the selected profiles.
  3. To trigger a device export for all export profiles, select the checkbox next to the Name column.
    1. Click the Export Now button in the top menu.
  4. Click Delete and confirm the deletion.