Process Overview

Prerequisite: Partners with an on-premise ConnectWise deployment must use the current ConnectWise version.

For a successful integration you need to perform the following tasks in ConnectWise:

1. Create the Security role.

2. Create an API member.

3. Create API keys.

4. Create a Management Solution.

5. Create Agreement Types.

6. Create Product Cross References.

7. Create Company Agreements.

8. Create a Custom Field for Linking MSP Accounts to ConnectWise Companies.

Then, you need to perform the following tasks in the MSP App:

1. Integrate the MSP App with ConnectWise Manage.

2. Link Barracuda MSP Accounts to ConnectWise Companies.

3. Map Billing in the MSP App.