This guide is for the managed services providers, and describes the steps necessary to integrate Infrascale Cloud Backup and Infrascale Backup & Disaster Recovery with ConnectWise Manage.
The scope of integration is limited to:
|Billing||Send data about the use of the service resources to your ConnectWise Manage billing infrastructure|
|Ticketing||Send all monitoring alerts regarding any endpoint automatically as service tickets to your ConnectWise Service Desk|
|Embedding||Access the Infrascale Dashboard from your ConnectWise Manage environment|
|Asset tracking||Make inventory of CFAs associated with your clients’ accounts, and link ConnectWise service tickets with specific CFAs|
Prior to integrating, you should configure your ConnectWise Manage environment properly, and have the following in place:
ConnectWise endpoint (URL) and an API member
Integration does not suggest automatic creation of companies in ConnectWise. You should create them beforehand.
Valid agreements 1
Integration does not suggest automatic creation of agreements. A company should have at least one valid agreement for the relevant consumed service. Each agreement must have an initial addition.
Products in the Product Catalog 2
At least one ConnectWise service board to receive service tickets 2