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How to Configure ConnectWise PSA - Connect IT Community | Kaseya
<main> <article class="userContent"> <h2 data-id="configure-connectwise-psa-to-import-customers-automatically-create-tickets-and-more">Configure ConnectWise PSA to import customers, automatically create tickets, and more</h2> <p> </p> <div data-hs-callout-type="note"> <p>If you want to import your customers from your PSA rather than enter them manually, make sure you select the <strong>create customers</strong> checkbox at step 9.</p> <p>Try to avoid importing customers you have already manually created since this will lead to duplicate accounts.</p> </div> <ol><li><a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fkaseya.vanillacommunities.com%2Fkb%2Farticles%2Faliases%2Frocketcyber%2Fhc%2Fen-us%2Farticles%2F360018050638" rel="noopener nofollow">Ensure you have all needed API Credentials</a></li> <li>Go to the <strong>Integrations</strong> tab on the nav menu (far left side of screen)<img src="https://us.v-cdn.net/6032361/uploads/migrated/ZNWHZ776HGX3/dashboard-shot-png.png" alt="dashboard-shot-png.png" class="embedImage-img importedEmbed-img"></img></li> <li>Input your company ID, public and private API keys, and host <ol><li>All of these were retrieved in step 1</li> <li>Company ID should be something like <em>rocketcyber</em> </li> <li>Public and Private API keys are GUIDs</li> <li>Make sure the host (URL) matches the basic format of the example. It must begin with <strong>https://</strong> and end with <strong>.net</strong>.</li> </ol></li> <li>Click <strong>Create Integration</strong> </li> <li>If there is a problem with your credentials, you will receive an error message as a popup. If you have verified that all information is collected/entered correctly, submit a support ticket</li> <li>Select a board from the dropdown and click <strong>Update ConnectWise Integration</strong>. New security tickets from RocketCyber will appear on the selected board.</li> <li>If the update is successful, the status lists (New, Updated, Closed) will populate with a list of possible statuses for the selected board. You must select a status to assign to tickets in each situation (new tickets, tickets to be closed, etc.) under the <strong>New</strong> and <strong>Closed</strong> dropdowns. You may select a status for Updated if you wish. Once you have made your selections, click <strong>Update ConnectWise Integration.</strong> </li> <li>ConnectWise cannot create a service ticket unless it is associated with a specific company. Select the <strong>ConnectWise-RocketCyber Customer Map</strong> button</li> <li>You will have a list of company types from your ConnectWise PSA. Please select only the needed customer types and <strong>click Pull Companies</strong>. <em>If you wish to import customers directly into RocketCyber from your PSA, select the <strong>Create Customers</strong> checkbox as well.<img src="https://us.v-cdn.net/6032361/uploads/migrated/JLABDRM6THQU/select-customer-types-png.png" alt="select-customer-types-png.png" class="embedImage-img importedEmbed-img"></img></em> </li> <li>The amount of time required to complete this data pull depends on the number of companies you store in your PSA. <em>If you are attempting to pull in more than ~2000 companies, it is going to take some time. We recommended that you begin the data pull and go have a snack before continuing.</em> </li> <li>If you refresh the page or again select ConnectWise-RocketCyber Customer Map, you will now see a list of available RocketCyber customers, each with a dropdown. Select the appropriate PSA company for each and <strong>click Save Integration Settings</strong>.</li> </ol><p> </p> <p>You're done! Any security tickets will automatically be populated in your ConnectWise PSA! If you wish to <em>also</em> receive email notifications, <a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fkaseya.vanillacommunities.com%2Fkb%2Farticles%2Faliases%2Frocketcyber%2Fhc%2Fen-us%2Farticles%2F360017915037" rel="noopener nofollow">follow these instructions</a>.</p> </article> </main>