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Barracuda Campus Barracuda Campus
Barracuda Intronis Backup
formerly ECHOplatform
Overview Documentation Materials

ConnectWise Preflight Migration - Accounts not linking

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Summary

Add the ability to link an ECHO account to a ConnectWise Company when the Company ID Field is already in use.

Details

A partner may encounter a conflict linking an ECHO account to a ConnectWise Company when the Company ID Field is already in use for an existing 3rd party integration.

Workaround: Partners affected with a ConnectWise Company ID conflict must add a custom field in the Company Overview by performing the following steps.

  1. Add new Custom Field
    • In the ConnectWise Manage Portal go to System > Setup Tables > Custom Fields > Company Overview
    • Add New Custom Field named called “echo_username “ as shown below:
      clipboard_e9864f60be2aef2c6ae92d75f21e8468e.png
    • Click Save.
  2. Add Echo Username to the newly created Custom Field
    • In the ConnectWise Manage Portal go to Company> Company Search > Company
    • In the section called "echo_username" enter the ECHO account username as shown below:
      clipboard_e8d5b7b10bd7a8b60d76da40bd0cdcfa6.png

 

Notes
  • The ECHO account username entered in the "echo_username" Custom Field must be identical to the ECHO account username.
  • The ECHO account username must be unique across each company in order for an ECHO account to link with a ConnectWise Company.
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