ConnectWise: Setting up Auto-Import for a Project Board

1. In the left navigation, open the More Options menu and select Integrations.
   
   
    
2. The Integrations dialog opens. Select the ConnectWise integration tile.
   
    
3. The ConnectWise Integration dialog opens. Go to the  Project Boards tab.
   
    
4. Find the board for which you'd like to configure auto-import and click Configure Auto-Import. (Note that boards are only available for auto-import functionality once project statuses have been mapped. If you have not mapped your ConnectWise statuses to those in Moovila, find out how here.)
   
    
5. The Auto-Import dialog opens.
    
   • Under “ConnectWise Project Types to Auto-Import", use the dropdown menu to select the project types you want to bring in. 
   • Under “ConnectWise Project Statuses to Auto-Import," use the dropdown menu to select the project statuses the projects must be set to in order for the projects to be eligible for auto-import. Note that only statuses not mapped to the Moovila status categories of Cancelled or Complete will be available for this feature. 
   • Click Done.

6. Click Save to apply changes to your integration configuration. Your Auto-import settings are stored when you save the overall ConnectWise configuration — if you close without saving, they're discarded.
   

7. Once your configuration is saved, projects are eligible for auto-import if they match the configured status and type requirements and were created or updated after setup. Auto-import is part of the ConnectWise integration's "Miscellaneous Sync" which runs every 4 hours. You can also request a "Miscellaneous Sync" by navigating to the ConnectWise Integration configuration, pressing the Advanced Settings button, then the Miscellaneous Data Sync button.