ConnectWise Integration
Integrate your Asset Panda account with your ConnectWise Cloud account to fetch information on your devices. This integration ensures you have up-to-date information in Asset Panda, enabling you to manage your assets more efficiently. The Asset Panda and ConnectWise integration supports uni-directional data synchronization, pulling data from ConnectWise into Asset Panda.
The process of integrating the ConnectWise account with Asset Panda to fetch data includes:
Connecting ConnectWise.
Setting up and configuring for the ConnectWise integration in Asset Panda.
Mapping the fields from ConnectWise to Asset Panda.
You need to perform the following steps to integrate ConnectWise with Asset Panda:
Generate ConnectWise API credentials: Guide you on creating and configuring the ConnectWise account and API Credentials.
Configure Asset Panda Integration: Provide detailed steps to configure and map the ConnectWise data fields in Asset Panda.
Ensure Data Accuracy: Ensure that the data fetched from ConnectWise is accurately mapped and stored in Asset Panda.
Prerequisites
You must have an active ConnectWise account.
You need administrative permissions in both ConnectWise and Asset Panda to configure integrations.
ConnectWise Tasks
Create a Role in ConnectWise
Log in to ConnectWise Manage with an administrator account.
Navigate to System > Security Roles.
Click the "+" icon to create a new role.
Enter a Role ID (e.g., “AssetPandaIntegration”).
Assign the following permissions:
Companies → Company Maintenance: Set Inquire Level to All.
Finance → Agreements: Set Add, Edit, and Inquire Levels to All.
Procurement → Product Catalog: Set Inquire Level to All.
Service Desk → Service Tickets: Set Add and Inquire Levels to All.
Click Save to finalize the role.
Create an API Member in ConnectWise
Navigate to System > Members.
Select the API Members tab.
Click "+" to create a new API member.
Provide the following details:
Member ID: Enter a unique identifier (e.g., "AssetPandaAPI").
Member Name: Enter a name (e.g., "Asset Panda Integration").
Role ID: Select the security role created earlier.
Level: Set to Corporate.
Email: Provide a valid email address.
Click Save to create the API member.
Generate API Credentials in ConnectWise
Open the newly created API member.
Go to the API Keys tab.
Click "+" to create a new API key.
Enter a Description (e.g., "Asset Panda API Key").
Click Save. The system generates a Public Key and Private Key.
Copy and store the keys securely, as the Private Key cannot be retrieved later.
Asset Panda Tasks
Setup ConnectWise Integration with Asset Panda
Log in to Asset Panda. Go to Settings > Account Management.
Click Manage for the respective module.
Open the Integrations Store for the desired account.
Go to the ConnectWise tile and click Add from the Asset Panda Integration Store.
Switch to the Integrations in this module tab.
Go to the ConnectWise tile and click Configure.
To authenticate Asset Panda with ConnectWise, enter the following details:
URL – The web address of the system you are connecting to. This identifies the location of the service.
Company Name – The organization’s unique identifier within the connected system. This helps link your account.
Public Key – A unique identifier used for authentication. This key is part of a secure login process.
Private Key – A confidential code that, when used with the Public Key, verifies access permissions.
Is Self Hosted (Checkbox) – Specifies whether the system runs on a private server instead of a cloud-based service.
Click Test and Save Connection to verify the authentication.
Click Add mapping.
Configure Data Mapping and Filtering
During integration, ConnectWise fields must be mapped to corresponding Asset Panda fields to ensure accurate data synchronization. Proper mapping prevents duplication and ensures that records are updated correctly.
Understanding Unique Identifiers
A unique identifier is a field that remains constant for each record, ensuring accurate data syncing and preventing duplicates between ConnectWise and Asset Panda. Common examples include Company ID, Product SKU, or Ticket Number, depending on the type of data being mapped.
Selecting the correct unique identifier is essential for accurate record matching. Use:
Company ID for company records.
Product SKU for products.
Ticket Number for service tickets.
Agreement ID for agreements.
Warning: Do not use fields like Company Name, Phone, or Status as unique identifiers, as they can change over time, leading to sync errors.
In the Mapping section, locate the ConnectWise fields from ConnectWise.
Map the Asset Panda field from ConnectWise to the relevant column in your Asset Panda system.
Click Save.
Setting up an automation ensures data stays up to date by syncing records at scheduled intervals.
ConnectWise Fields and Mapping Guidance
*Unique Identifiers
Address 1
Primary address of the company.
Map to address fields; filter by region if needed.
Address 2
Additional address details.
Optional for extended address information.
City
Company’s city location.
Map to city fields; filter by city if required.
Company
Official company name.
Map to company name in Asset Panda; avoid using as a unique identifier.
Company ID*
System-generated unique company identifier.
Best choice for a unique identifier.
Company Identifier*
Alternative internal company ID.
Can be used as a unique identifier if structured properly.
Country
Country of operation.
Map to country fields; filter by specific countries.
Number of Employees
Total employee count.
Use for reporting; filter by size if needed.
Phone
Primary contact number.
Map to phone fields; not suitable for filtering.
State
State or province location.
Useful for filtering by region.
Status
Active, inactive, or other status.
Filter to include only active records.
Type
Classification (Client, Vendor, etc.).
Filter by type to sync relevant data.
Website
Company’s official website.
Map to website fields.
Zip
Postal or ZIP code.
Map to ZIP code fields; filter by location if needed.
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