ConnectWise Integration

ConnectWise / Shockey Monkey Integration

This integration is a lengthy process however it's relatively simple to configure and should take no longer than 10 minutes. It will allow you to import all of the (companies, contacts and tickets) from your ConnectWise platform into Shockey Monkey. With the additional use of the callback mechanism, you can have a consistent reference back and forth between the two management portals.

ConnectWise Configuration

First we are going to configure the ConnectWise Integration, but we must first sign into Shockey Monkey to get some integration details.

1. Sign into your Shockey Monkey portal.


2. Click on the top menu, Settings > Integrations.


3. Next, select ConnectWise from the drop down menu.


4. Make note of the "Ticket Status Information", this information will be required when configuring the status codes inside of ConnectWise.




5. Launch your ConnectWise PSA and login with an administrator.


6. From the side menu select: Setup > Setup Tables.




7. Type "Service Board" for the [Table] Field and click [Search].




8. Click on the result "Service Board".


9. Create a New Service Board.




10. Choose a name and fill in the desired fields, then save the new service board.


11. Next, choose "Statuses" from the top.




12. Create a new entry for each [Status] code that we noted from [Step 4]. Make sure that you assign the correct Sort # with the corresponding [Service Status]. Also, properly assign your "Open and Closed" status codes.


13. After this is doen, return to the "Setup Tables" screen. Just like we did in [Step 6].


14. Type "Integrator" and click [Search].


15. Click on the result "Integrator Login".




16. Create a new "Integrator Login".
    • Enter the desired username
    • Enter the desired password
    • Set Access Level: "All Records"
    • Check > Service Ticket API
      • Select the freshly created Service Board from the previous steps
      • Assign the Ticket Callback URL: https://yourportal.shockeymonkey.com/callback.php
    • Check > Managed Services API
    • Check > Contact API
    • Check > Company API
    • Check > System API
    • Check > Configuration API
    • Save the Integrator Login




17. After the login has been saved and before we leave this section, click the link to the right of "Cross-Refernce Statuses". Where it says "0 Statuses Cross-Reference".


18. Similar to when we defined the available status codes fro our Service Board, we must define the integration mapping for each of those statuses.


19. Create an entry for each status and assign it the correct # noted from [Step 4].




20. That is the last integration step inside of ConnectWise.

Shockey Monkey Configuration

1. Switch back over to the Shockey Monkey Integration page, from [Step 4].
   
   • Enter your ConnectWise Service Portal API URL
     • Example: https://test.connectwise.com/v4_6_release/services/system_io/integration_io.asmx?wsdl
   • Enter the name of the Service Board we created in [Step 9].
   • Enter the Integration company; this is the same name as your ConnectWise [Company ID].
   • Enter you Integration Username & Password, defined in [Step 16].
   • Press [Next].


2. Next you will see the [Priority Codes] screen. This step is optional, but recommended as it will correctly map the priorities for tickets inside of Shcokey Monkey. Simply provide the name of each priority as it is listed inside of ConnectWise. See the image below for an example.




3. Press [Next].


4. It will now begin processing your integration credentials.
   
   • The first step is Authentication; if this fails you will be brought back to Step #1.
   • If authentication passes, youi will see the status as it progresses through each step.




5. After this step completes, you will see the following screen.

You may come back at any time and do a manual Sync. A manual sync will refresh the list of companies, contacts, and tickets with the most recent information inside of ConnectWise. While tickets should always remain current; contacts and companies will require a manual sync anytime you wish for new entries to be pulle dinto Shockey Monkey. You can also at any point modify the [Priority Code] in case of a change on either side.