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Barracuda Intronis Backup
formerly ECHOplatform

Initial Setup

  • Last updated on

This section includes the following topics:

Task Overview

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

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

  • Create the Security role
  • Create an API member
  • Create Client ID and Client Secret API keys
  • Create a Management Solution
  • Create an Agreement Type
  • Add Custom Fields to Link ECHOplatform Accounts to ConnectWise Companies
  • Create Agreements for ConnectWise Companies

Then, you need to perform the following tasks in ECHOplatform:

  • Enter ConnectWise Credentials
  • Map accounts, tickets and billing