Overview
After configuring ConnectWise PSA, the next step is to configure Customer Mappings. where you map your customer accounts with ConnectWise Companies.
This article provides detailed instructions to configure the Customer Mappings from the Managed Service Centre (MSC) console.
Before you begin
Ensure you have configured ConnectWise PSA on your MSC console. For more information, see Introduction to ConnectWise Integration.
ConnectWise Prerequisites
The MSP Admin has already created companies in ConnectWise PSA.
At least one Service Board is available in ConnectWise.
Each Service Board must have at least one Team and Status configured.
MSP administrators must ensure that basic ticket creation is working for the selected Service Board/Company in ConnectWise before configuring it for integration.
Map Customer Accounts with ConnectWise Company
To map customer accounts with ConnectWise companies
In the Managed Service Centre (MSC) Console, go to Settings > Integrations.
In the Integrations window, select ConnectWise PSA to open the ConnectWise PSA configuration page.
On the ConnectWise PSA configuration page, click Manage Customer Mapping. The Manage Customer Mappings window will display all available customer accounts for mapping.
Choose the Account Name you want to map. From the dropdown list, select the corresponding ConnectWise Company, then click Save.
📝 Note
Customer accounts and ConnectWise companies follow a one-to-one mapping. A ConnectWise company can only be mapped to a single customer account.
Once the customer account is mapped with the ConnectWise Company, you can see the details under the Customer Mappings tab on the Integrations page.