Automated ConnectWise Manage Integration Company Matching | Voters

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Automated ConnectWise Manage Integration Company Matching

Dan Parzanese

Requesting Automatic company matching in the CW Manage integration. The strings already match exactly.

August 20, 2021

Cameron Granger

Merged in a post:

Organizations added should auto-sync to integrations when matching

Phil Ellis

We use ConnectWise Manage but I suspect this could apply to many PSA/RMM integrations. If I add a new company and match either the friendly name or company id with what we have in Manage it should automatically be linked in the integration config, currently it has to be linked manually.

September 20, 2021