Integration with ConnectWise
In Elements, you can manage integration with ConnectWise Manage by configuring the following steps:
*Note: Integration with ConnectWise is not supported for the Microsoft U.S. Government environment.
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Create an API member with a dedicated security role in ConnectWise Manage and create an API key that will be used to connect to ConnectWise in Elements. For details, refer to Configure Settings in ConnectWise Manage.
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Configure ConnectWise Manage API information to connect with ConnectWise. For details, refer to Configure a ConnectWise Connection.
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Configure mappings between services in Elements and the product IDs in ConnectWise Manage. For details, refer to Configure Product Mapping.
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Configure mappings between the customers in Elements and the companies in ConnectWise Manage. For details, refer to Configure Company Mapping.
If you have configured the mappings above, for the orders you purchased in the marketplace, Elements can help you synchronize the changes to the related additions of agreements for customers in ConnectWise Manage automatically. In ConnectWise Manage, a new addition will be added when you create an order, and the addition will be updated when you edit or cancel the order.
In Job monitor, you can monitor the sync jobs between Elements and ConnectWise. For details, see View Job Monitor.
You can also configure alerts and ticket information in Ticket creation, and Elements will create service tickets on the ConnectWise service boards when any of the configured alerts are detected by Elements. For details, refer to Create Service Tickets.
In ConnectWise Manage, you can add an item for Elements to the ConnectWise Manage menu bar to easily access Elements. Note that you must select ON to activate the menu entry and select the Open in new window setting when you add the item. For detailed instructions, refer to the .