ConnectWise PSA (Manage)

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

Integration Features

• Companies.
  • Create client spaces within Hudu directly from CW Manage companies, or seamlessly merge them into existing (already-created) client spaces.
• Contacts.
  • Pull contacts directly from CW Manage and easily sort into an asset layout of your choice ("People", "Contacts", "Company A employees", etc.)
• Configurations.
  • Pull configuration information from CW Manage; sorted into asset layouts based on set sort rules and your primary sync location(s).
• Agreements.
  • Pull in active agreements to allow for visibility on client spaces within Hudu.
• Sites.
  • Pull in Sites from client spaces in CW Manage. 

What Hudu needs from ConnectWise Manage

• ConnectWise Domain.
• Company.
• Public Key.
• Private Key.

Guides

Enabling Integrations

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

Obtaining the ConnectWise Manage 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, and enter it into Hudu exactly.
  • Copy your CW Manage domain and company name and paste them into Hudu.
    • This should follow the format: support.mymsp.com
    • Do not include "HTTPS:" or any "/"
    • Company name (example: mymsp)
  • Copy the public and private keys from ConnectWise and paste them into Hudu.
• Save the settings.

• Start the sync. After inputting all settings and ensuring the connection was successful; start the sync to push initial data to Hudu from ConnectWise Manage (this is required before moving on).

Matching Companies

• The first time your integration connection runs successfully, it will attempt to bring in companies from CW Manage; these are then added to the Matched Companies List of that integration.
  • Navigate to Hudu admin area >> Integrations >> and find ConnectWise Manage from the list. Click into it.
  • It should now have a button that says Match Companies.
  • Go through the list of companies and either bulk create/match all OR decide to:
    • Match the company to an existing (already created) client in Hudu;
    • Create a matched client within Hudu from a CW Manage company;
    • Leave unmatched, company (and corresponding data) will not be created/brought into Hudu.
• Once you have matched your companies, you must re-run the integration import to fill in all the data for the newly matched/created companies.

Select Sync Locations

• Navigate back to your Hudu admin area >> Integrations >> CW Manage ((Edit Settings)).
• Choose asset layouts (must be active asset layouts) from the list to designate as the primary sync locations.

Other Options

• Choose which items, if any, you'd like to skip from being brought into Hudu.

• You have the option to skip importing:

  • Inactive Companies.
    • If you don't skip inactive companies, then they will automatically arrive in Hudu as archived companies.
  • Contacts. You can choose to skip.
  • Agreements. You can choose to skip.
  • Configurations. You can choose to skip.
  • Inactive Configurations. You can choose to skip.
  • Locations. You can choose to skip.
  • Company Types. You can choose to skip one or more company type.
    • You will need to run one import (with no companies matched) before you have the option to skip certain company types.
  • Certain Configuration Types
    • You will need to run one import (with no companies matched) before you have the option to skip certain configuration types. 

Additional Options

• Choose whether you would like the following additional options to be automatically applied:
  • Auto-update names of Assets. If name is changed in CW Manage, the name will automatically be updated in Hudu.
  • Auto-archive deleted devices. If a device is deleted in CW Manage, the device will automatically be moved to the Museum in Hudu.
  • Do not update basic company details. This will prevent the company details from being changed in Hudu if they are changed in CW Manage.

Sort Rules

• Save your settings and stop/start your integration sync again to reflect your changes.

Setting Up Automatic Links

• Navigate to the CW Manage dashboard >> System >> Setup Tables.
• From the Category drop-down list, select General.
• Click Links from the Tables drop-down list.
• Click the (( + )) to create a new link with the following:
  • Link Name: Hudu (the name that you want to appear in drop-down menus)
  • Table Reference: Company
  • Link Definition:
    • https://mywebsite.example.com/links/connectwise/org/[companyrecordid]
    • Ensure that you replace mywebsite.example.com with your Hudu URL
  • Click Save and Close.
• Now in ConnectWise, when inside a company that is being synced to Hudu, you can select Hudu from the drop-down list of links (as shown).

FAQ