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Creating direct links from ConnectWise to IT Glue - Connect IT Community | Kaseya
<main> <article class="userContent"> <p>This article describes how to create intelligent links to open up client information in IT Glue directly from ConnectWise. </p> <p>IT Glue is built using principles that ensure predictable or stable URLs, to make integrating with other applications easy. Every organization in IT Glue is associated with a base URL that can be added to ConnectWise. When this URL is added to ConnectWise (using the company record ID as a dynamic parameter), it activates links to the relevant resources in IT Glue.</p> <p>Prerequisites</p> <ul><li>User account with modify access to ConnectWise setup tables. </li> </ul><p>Instructions</p> <ol><li>In ConnectWise, from the navigation menu, click <strong>System</strong>, then <strong>Setup Tables</strong>.<br><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/M7BBP7HEFTUV/connectwise-system-setup-tables.png" alt="ConnectWise-System-Setup-Tables.png" class="embedImage-img importedEmbed-img"></img></li> <li>From the <strong>Category</strong> drop-down list, select <strong>General</strong> and then press enter.</li> <li>Click <strong>Links</strong> from the <strong>Tables</strong> drop-down list. <br><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/6506I1KTCZMI/connectwise-setup-tables-links.png" alt="ConnectWise-Setup-Tables-Links.png" class="embedImage-img importedEmbed-img"></img></li> <li>Click the <strong>+</strong> (new item icon) to add a new link.</li> <li>On the next screen, enter the following information:</li> </ol><ul><li>Link Name: <strong>IT Glue <br></strong>(the name that you want to appear in drop-down menus)</li> <li>Table Reference: <strong>Company</strong> </li> <li>Link Definition: <em><a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fmycompany.itglue.com%2Flinks%2Fconnectwise%2Forg%2F%5Bcompanyrecordid%5D">https://mycompany.itglue.com/links/connectwise/org/[companyrecordid]</a> </em>(with your subdomain instead of "mycompany")</li> <li>Click <strong>Save and Close</strong>. You are now ready to use this feature.</li> </ul><p>Now if you go to ConnectWise and browse to a client that's synced with IT Glue, you can select IT Glue from the <strong>Links</strong> drop-down menu to navigate to that client in IT Glue.</p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/0L8GI2L0GG4H/connectwise-links.png" alt="ConnectWise-Links.png" class="embedImage-img importedEmbed-img"></img></p> </article> </main>