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ConnectWise

 

Details

 

ConnectWise Manage is a third-party software for IT Software Management. SI Projects can be exported (from SI) to ConnectWise Manage. In order to use this integration, you must first set it up. You will need a ConnectWise Manage account to proceed.

 

Setup

 

1. In SI, go to Start->Control Panel, then open "Manage Integrations".

 

Important note: If this feature is not available, please send an email to api@d-toolshelp.com requesting access to this particular integration, and we will enable it for you. Please note you must be on the latest version of D-Tools and subscribing to Software Assurance (SA) to access this feature.

 

 

2. Click the "View API Key" link

 

3. Click the [Copy] button to copy your API Key and then close these windows.

 

4. Log in to your ConnectWise Manage account and add the Integration key according to the instructions on this link


-> http://www.mobiusworks.com/sites/def...bius_Works.pdf 

 

For additional details, please visit https://www.connectwise.com/software/manage

 

Exporting Products

 

You can export SI Products into ConnectWise Manage.

 

1. In SI, go to Product Explorer. 

Select the products you want to Export.

Click on the Integrations tab, then on the [Export] button:

 

2. This will open a window showing all of your integrations. Click the checkbox next to ConnectWise Manage and then the [Export] button:

 

3. You will get a confirmation once the Products have been exported.

 

Exporting Projects

 

The way this integration feature works with ConnectWise is that you will export SI Project data and then import that data into ConnectWise Manage.

 

  1. From the Project Explorer in SI select the Project you wish to export and then click the Integrations tab, then on the [Export] button:

 

 

  1. This will open a window showing all of your integrations. Click the checkbox next to ConnectWise Manage and then the [Export] button:

 

  1. You will get a confirmation once the Project has been exported:

 

 

Check List

The check-list below is designed to help you successfully export projects from SI to ConnectWise. 

  1. Project must have Start and End Date
  2. Project must have a Client with a Default Contact assigned
  3. All Project_Items must exist on the D-Tools Catalog.
  4. Price Adjustments are not Supported yet. Please remove any price adjustment prior to Export.

 

 

If you have any additional questions, please send an email to api@d-toolshelp.com 

 

 

 

 

 

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