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Integrations

ConnectWise Manage

Prerequisites:

  • ConnectWise Manage partner ID
  • ConnectWise Manage instance Base URL
  • ConnectWise Manage public key
  • ConnectWise Manage private API keys

Getting started

  1. Click here to go to ConnectWise Manage settings in the Perch app
  2. Authenticate with the ConnectWise instance (Base URL, partner ID, keys)
  3. Configure service boards
  4. Configure billing

Note:

If you have an MSP account, configure your MSP organization FIRST as the selections you choose will apply to the organizations you manage. {
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Authenticate

  • Partner ID: The ID used to log into ConnectWise Manage
  • Base URL: The URL to the ConnectWise Manage instance (ex: manage.acme.com)
  • Public Key: The public key that perch will use to access Manage
  • Private Key: Encrypted on save, after entering you will not be able to see this value

credentials

Configure service boards

  1. Toggle “Create a service ticket when an alert is escalated for < organization >” to the ON (purple) position
  2. Select a board where the tickets should be created
  3. Select a source that should be added to the create tickets
  4. Link the Perch organization with its corresponding ConnectWise Automate client

configuring service boards

“Load Options From ConnectWise” will tell the Perch app to request all of the dropdown options from the ConnectWise API.

Configure billing

When this feature is enabled, the integration will create or update an Addition nightly with averaged IP counts based on the Agreement and Product selected.

  1. Select a product from the ConnectWise product catalog
  2. Select an agreement that can be updated with billing data (IP counts) from Perch
  3. Toggle “Update billing agreements with Perch IP counts” to the ON (purple) position

configuring billing

“Load Options From ConnectWise” will tell the Perch app to request all of the dropdown options from the ConnectWise API.