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ConnectWise Manage PSA Integration Checklist

To streamline the process and get you up and running, follow the steps in the order listed in the checklist below.

Check each step as you work through the process
Step 1 – Review the prerequisites.
Step 2 – Download the ConnectWise Manage client.
Step 3 – Obtain the ConnectWise Manage API keys.

Step 4 – Configure MSP N-central:

 

Step 4-1 – Configure N-central to Communicate with ConnectWise Manage.

 

Step 4-2 – Map N-central Customers to ConnectWise Manage Customers.

 

Step 4-3 – Map N-central Devices.

 

Step 4-4 – Set up a Device Export Profile.

 

Step 4-5 – Set up a Ticketing Recipient.

 

Step 4-6 – Set Up Notifications to Update Ticket Status.

Step 5 – Set up a Billing Profile.

Step 6 – Run a Billing Profile on Demand.