Scope
This guide is for the managed services providers, and describes the steps necessary to integrate Cloud Backup and Backup & Disaster Recovery with ConnectWise Manage.
The scope of integration is limited to:
| Area | Summary |
|---|---|
| Billing | Send data about the use of the service resources to your ConnectWise Manage billing infrastructure |
| Ticketing | Send all monitoring alerts regarding any endpoint automatically as service tickets to your ConnectWise Service Desk |
| Embedding | Access the Dashboard from your ConnectWise Manage environment |
| Asset tracking | Make inventory of appliances associated with your clients’ accounts, and link ConnectWise service tickets with specific appliances |
Prerequisites
Prior to integrating, you should configure your ConnectWise Manage environment properly, and have the following in place:
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ConnectWise endpoint (URL) and an API member
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ConnectWise companies
Integration does not suggest automatic creation of companies in ConnectWise. You should create them beforehand.
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Valid agreements 1
Integration does not suggest automatic creation of agreements. A company should have at least one valid agreement for the relevant consumed service. Each agreement must have an initial addition.
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Products in the Product Catalog 2
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At least one ConnectWise service board to receive service tickets 2