ConnectWise: Setup + Integration Overview

Integration with ConnectWise allows project/ticket data to be brought into Moovila to take advantage of powerful project management functionality and experience bi-directional data updates between the two systems. Here's how to connect them:

1. Before starting the configuration, make sure you have created an API key for this integration in ConnectWise. See directions on how to do this below, or proceed to #2 to continue with the configuration.

   a.	Log into your ConnectWise instance and navigate to the System > Members > API Members screen. Here we'll set up an API member specific to the Moovila integration (please do not use an API Member that is also being used by other integrations as this can potentially affect the functionality of the integration). Note that the security role associated with this API Member needs to have certain permissions established in order for the integration to work. Details about these permissions can be found here.
   b.	Next, add a new API key. Each integration will require new key, but ConnectWise allows several keys to be associated with a single API Member so that data can be segmented within an integration.
   c.	Make note of your public and private API keys, they will be needed to complete the integration. Note that the private API key is only available in the moment that it is created. Also of note: if your firewall requires whitelisting incoming traffic to your on-prem ConnectWise web server, you will need to add the following IP addresses:    3.232.46.78    34.194.166.116    44.193.181.104    44.222.1.239    54.163.81.77    54.81.186.240

2. From the Moovila Homescreen, click on the More Options icon at the bottom of the left navigation.
   
    
3. The More Options menu opens. Select Integrations to continue.
   
    
4. The Integrations dialogue opens. Select the ConnectWise PSA tile.
   
    
5. The ConnectWise Integration Setup screen opens. Click Get Started to proceed.
   
    
6. The ConnectWise Integration wizard opens, first prompting you to connect to your ConnectWise instance. 
   
   If your ConnectWise instance is hosted by ConnectWise, choose the domain associated with your ConnectWise instance from the dropdown menu; otherwise, if you are hosting your instance of ConnectWise check the Use a custom domain box and enter your specific custom domain in the corresponding field.
   
   Enter the Company ID, Public Key, and Private Key associated with the ConnectWise API Key you created in step #1.
7. Click the Connect button to proceed.
8. The Permission Check dialogue will open, indicating if there are any permission updates that need to be made within ConnectWise in order for the integration to function smoothly. Once all permission issues have been resolved, click the Next button to proceed.
   
    
9. The next phase of the integration wizard will determine the ConnectWise project boards from which projects will be brought into Moovila from ConnectWise, and set up the mapping of task statuses from Moovila to ConnectWise and vice versa. Click Add a Project Board to select the first project board to be mapped.
   
    
10. Continue to add project boards using the Add a Project Board link. Then click Add Task Status Mapping for each of the project boards to map statuses.
     
11. The Task Status Mapping dialogue will open. Task Status Mapping is where each custom task status in ConnectWise is associated with a task status category in Moovila by dragging and dropping. There can be several ConnectWise statuses associated with each Moovila task status category, but the groups "Not Started," "In Progress," and "Complete" must have at least one status associated with them. Remember that a ticket in ConnectWise is referred to as a task in Moovila. 
    
    Use the radio buttons to indicate which of the custom ConnectWise statuses should be considered the default for each task status category. Click Done when all statuses have been properly mapped.
    
    
    These task statuses will be mapped for each project board. Click on Add a Project Board until all of the project boards you wish to work with in Moovila have been mapped. Click Next to continue.
    
     
12. The next phase of the integration wizard will set up the mapping of project settings from Moovila to ConnectWise and vice versa. First set a Default ConnectWise Role for users added to projects via Moovila. If a user is assigned a task in Moovila, they will be added to the team for that project in ConnectWise. In order to be assigned a task in ConnectWise, the user must be on that project's team.
    
    
     
13. Project Status Mapping is where each project status in ConnectWise is associated with a project status category in Moovila by dragging and dropping. There can be several ConnectWise statuses associated with each Moovila project status category, but the groups "Planning," "In Progress," and "Complete" must have at least one status associated with them. Use the radio buttons to indicate which ConnectWise project status should be considered the default for each project status category in Moovila.
    
     
14. Next is Project Category Mapping. This section offers Auto-map functionality, allowing you to have existing project types in ConnectWise copied into Moovila as categories. They can then be automatically mapped into the grid below. Note that any existing mappings will not be overridden by this action. Click the Auto-map button to proceed, then choose the project types that should be mapped back to Moovila. 
    
    
    
    
    Next, choose what a new project category in Moovila should default to in ConnectWise, and do the same for new project types added to ConnectWise. The grid has pre-populated with what Moovila's project categories should appear as in ConnectWise, and vice versa. (Note that the project category in Moovila is equivalent to the project type in ConnectWise). Click Next to continue.
    
     
15. The next step in the wizard opens, prompting you to set a default priority for tasks that are added to Moovila, indicating the priority that should be displayed in ConnectWise and vice versa. You will also be asked to map task priority for tasks going from Moovila to ConnectWise and vice versa. Click Next to proceed. 
    
     
16. The Notes section of the wizard opens. This section offers Auto-map functionality, allowing you to have existing note categories in ConnectWise copied into Moovila. They can then be automatically mapped into the grid below. Note that any existing mappings will not be overridden by this action. Click the Auto-map button to proceed, and select the note categories that should be auto-mapped. Next click Proceed to Mapping.
    
    
    
    Next, choose what a new note category in Moovila should default to in ConnectWise, and do the same for new note categories added to ConnectWise.
    
     
17. The Time Entries section of the wizard opens. This allows configuration of time entry syncing within the integration. You may choose to keep this feature turned off, and continue to handle all time tracking in ConnectWise. To turn on this feature, check the  "Enable Time Entry Sync" box. When turned on, all time entries will be sent to ConnectWise for submission to supervisors and approval. The synched time entries' status updates of "submitted" or "approved" will then be synced back to Moovila.
    
    
    When syncing non-billable time entries from Moovila to ConnectWise, choose which ConnectWise Non-Billable status should be used from the "Moovila Non-Billable Status Will Map to ConnectWise As" dropdown menu. 
    
     
18. The Resource Type section offers Auto-map functionality, allowing you to have work roles in ConnectWise copied into Moovila. They can then be automatically mapped into the grid below. Note that any existing mappings will not be overridden by this action. Click the Auto-map button to proceed, and select the note categories that should be auto-mapped. Next click Proceed to Mapping.
    
    
    Indicate the default ConnectWise Work Role that will be assigned to any unmapped Moovila Resource Type and vice versa. Then, use the Resource Type Mapping dropdown menus to map Moovila Resource Types with ConnectWise Work Roles. Click Next to proceed.
    
     
19. The Company Mapping dialogue opens. Company records on imported ConnectWise projects will automatically create corresponding Moovila customer records. In addition, as ConnectWise companies are selected during the process of synching a Moovila project to ConnectWise, a corresponding Moovila customer record will be created, as needed. Select from the populated list to choose the Company Types that should be made available by default. Click Next to continue.
    
     
     
20. The next step in the wizard opens, prompting you to enable the integration and allow projects' data to be synchronized across the two systems. Click Enable and Close to proceed.
    
     
21. Now that the integration has been enabled, it will be possible to sync project data between Moovila and ConnectWise. From the left navigation, click the Projects icon to open the Project Portfolio.
    
     
22. The Project Portfolio opens. Click on the More Options icon in the upper navigation, then select the Import Project option from the dropdown menu. 
     
    
    
     
23. The Import Project dialogue opens. Click the ConnectWise Manage tab, and select the ConnectWise Project to be imported from the dropdown menu. Click the Import button to complete the process.
    
     
24. Once a project has been imported, the following data will be shared bi-directionally:
    • Project Attributes: Name, Status, Description, Customer, Start Date, Due Date, Owner, Category (called Type in ConnectWise)
    • Project Phases
    • Moovila Tasks (called Tickets in ConnectWise)
    • Moovila Task Steps (called Tasks in ConnectWise)
      
      Note that if a project is archived in Moovila it will no longer sync with ConnectWise. The sync may be reenabled if needed, after the project has been returned to an active status (not archived).