ConnectWise PSA (2.41)

Hudu’s ConnectWise PSA integration syncs company records, contacts, configurations, and locations from ConnectWise into Hudu, keeping your documentation accurate and up to date. This reduces manual work and helps your team find the information they need faster.

Before setting up your CW Manage integration, please read over our Understanding Integrations article to learn basic concepts and useful tips.

What You'll Need

• Access to retrieve ConnectWise Manage API credentials.
• Admin or super-admin user role within Hudu.

Integration Features

• Companies

  • Create client spaces in Hudu directly from ConnectWise Manage companies, or merge them into existing client spaces.

• Contacts

  • Sync contacts from ConnectWise Manage and organize them into asset layouts of your choice (such as People, Contacts, or Client Employees).

• Configurations

  • Pull configuration data from ConnectWise Manage and automatically sort it into asset layouts based on your sync rules and primary location settings.

• Agreements

  • Sync active agreements to provide visibility directly within Hudu client spaces.

• Locations

  • Import locations from ConnectWise Manage and associate them with the appropriate client spaces in Hudu.

What Hudu needs from ConnectWise 

• ConnectWise Domain
• Company
• Public Key
• Private Key

Obtaining the ConnectWise Information

• Navigate to your ConnectWise Manage portal.
• Click on System → Security Roles → (( + )) to create a new security role.
• In the Role ID field, give your new security role a name, then click the Save Icon.
  
  

• In the section named Security Modules for Role, you will be presented with a list of headings.
  • Expand all the headings to help easily read them.
• You will need the following roles:

• Hit Save.
• You now need to create a member in ConnectWise that uses this role.
• Navigate to System → Members → API Members.
  • Add a new API Member with the following:
    • Member ID: Choose a valid ID to describe the user (for example, HUDU API Integrator)
    • License Class: API
    • First Name and Last Name: Choose any first and last name.
    • Time Zone: Choose a time zone for the user (see here for more info).
    • System:
      1. Role ID: Choose the security role we created earlier.
      2. Level: We strongly recommend choosing the highest level of access (e.g. Level 1).
      3. Name: Corresponds to the level, for example, "Corporate".
• Create an API Key for the user

Enabling the Integration

• Navigate to Hudu admin area → Integrations
• Select ConnectWise Manage from the list

Setting up the Integration in Hudu

Step 1. Connect to ConnectWise

• Enter Fully Qualified Domain
  • Do not include https
• Enter ConnectWise Company
• Enter Public Key
• Enter Private Key
• Click Save Credentials

Step 2. Test the Connection

• After saving credentials, you’ll be prompted to test the connection.

• Click the Test Connection button in the top right.

Step 3. Activate and Sync

• If the test is successful, you’ll be prompted to activate and sync. Sync time varies depending on data size.

• Click Activate and Sync to start the initial sync
  • You can navigate away while the sync runs
• Check logs during sync for status updates

Step 4. Configure Options

Customize what to sync, what Hudu updates, and how assets are matched.

• Optional settings:
  • Auto-update names of Assets — keeps names in sync
  • Do not update basic company details — prevents overwrites
  • Match assets on primary serial — improves matching accuracy
• Optional exclusions:
  • Inactive companies
  • Contacts
  • Agreements
  • Configurations
  • Inactive configurations
  • Locations
• Click Save Options

Step 5. Skip Companies and Configurations

• Choose if you want to skip specific companies or configuration types
  • Skipped items will not be synced
• Click Save Company and Configuration Types

Step 6. Match Companies

Match at least one company before syncing.

• Companies must be matched to:
  • Existing companies in Hudu, or
  • New companies you create
• Recommended: match one client first for testing
• Use bulk actions to accept or delete matches
• Use the menu to:
  • Accept Match
  • Change Match
  • Match New Company
  • Delete Match
• Unmatched companies will not be imported
• Click Sync Now after matching

Step 7. Choose Where Data Will Fill

Default Asset Layouts

• Select default layouts for:
  • Contacts
  • Locations
  • Configurations
• These store data not mapped by Sort Rules

If you don’t have asset layouts yet, you’ll need to create them first. Visit Asset Layouts for more info.

• Sort Rules:
  • Control how data maps to asset layouts
  • Unmapped data goes to the default layout
  • Layouts must be active
• Click Add Sort Rule to add more
• Click Save Asset Layouts (required to continue)
• Click Sync Now to import data

Integrated Assets

• To see a list view of the data synced in from ConnectWise, click into the Cards tab
  • From there, you can choose to filter by:
    • all records
    • configurations, 
    • sites (locations) 
    • contacts
• Additionally, select the checkbox to include archived cards

Deletion Options

Warning! These actions are destructive!

• Delete Agreements/Contracts
  • Delete all agreements/contracts for this integration
• Delete Configuration Types
  • Delete all configuration types and corresponding rules set for this integration
• Delete Cards
  • Delete all cards that this integration created
• Delete Assets
  • Delete all assets originating from this integration, regardless of whether data was added after
• Delete Integration
  • Delete all cards and completely deactivate integration

FAQ