Sync settings: ConnectWise Manage

How to adjust your sync settings with ConnectWise Manage

Use this guide to adjust any sync settings for your ConnectWise Manage integration in ScalePad.
Navigate to Integrations, and select ConnectWise Manage.

Enable Two-Way SyncTwo-Way Sync - Two-Way Sync allows ScalePad to propagate warranty dates to and from certain integrations.

  1. Under Enable Two-Way Sync Fields, check the appropriate boxes to enable Two-Way Sync for these fields
  2. When you're finished, click Save ConnectWise Manage Setup

Select company types to sync

Checking the boxes of each corresponding company type will only sync these company types over into ScalePad.

Select company statuses to sync

Checking the boxes of each corresponding company status will only sync these company statuses over into ScalePad.

Select configuration types to sync

Selecting the ScalePad Asset Type from each corresponding drop-down menu will map the respective ConnectWise Manage Configuration Type, to that asset type.

For example, mapping Managed Server configurations to Server means that all your managed server assets will show up as servers in ScalePad.

Sync assets without serial numbers

While we're unable to perform warranty look-ups on hardware assets without serial numbers, there is value to add these assets to your ScalePad account.

  1. Check the Include Devices Without Serial Numbers box
  2. Click Save ConnectWise Automate Setup