Specify ConnectWise service defaults
After you create an API member and API keys, you will specify service defaults.
To specify service defaults:
1. In ConnectWise, specify a default Service Board for the newly created API member.
This board will be used when tickets are pushed from x360Cloud.
2. In the System menu, click the Setup Tables link and navigate to the Service Board list.
3. On the Service Board page, click the Board tab and select the service board you set as the default service board above.
4. Click the Statuses tab and select a default status to be used for each new ticket generated from x360Cloud.
To configure PSA settings in x360Cloud:
1. In the Reseller Portal, navigate to the Settings page and then click the PSA tab.
2. Click the Configure a new PSA System radio button.
3. In the PSA system drop-down menu, select ConnectWise.
4. In the ConnectWise Credentials section, configure settings for your ConnectWise account:
- In the Site URL field, enter your ConnectWise URL.
- In the Company ID field, enter the ID of your company.
- In the Public Key field, enter the public key generated for your API Member.
- In the Private Key field, enter the private key for your API Member.
- Click the Test & Save Connection button when you are finished.
============================
Then append “Specify ConnectWise service defaults “ section as “STEP 5” from the same article. It should end with the step “Click the Teams tab and select a default team.”
STEP 1. Configure the new role for the integration with x360Cloud
…
STEP N. Specify ConnectWise service defaults
SUPPORT | 720-204-4500 | 800-352-0248
- Contact Axcient Support at https://partner.axcient.com/login or call 800-352-0248
- Free certification courses are available in the Axcient x360Portal under Training
- Have you tried our Support chat for quick questions?
- Subscribe to the Axcient Status page for updates and scheduled maintenance
| 2076