Unigma Support Portal

            How Do I Set Up ConnectWise Billing Integration?

            1. Configure Integrator Credentials

            - Open your ConnectWise desktop client

            - Go to "System" -> "Setup Tables"
            - Find table with name "Integrator"

            Screenshot 2015-12-17 19.45.24.png

            - Provide integrator Username and Password

            - Enable Service Ticket API, Company API and Reporting API. Use localhost as Callback URL.

            2. Creating an integrator login in ConnectWise 
            - Open your ConnectWise desktop client
            - Go to "My Account"
            - Go to "API Keys" TAB and click Plus button

            - Fill Description and click Save
            - Use Public Key and Private Key for Unigma Integration

            One ConnectWise agreement maps with one Unigma Customer/Project

            3. Add Integration to Unigma
            - Open Unigma
            - Go to "Settings" -> "Integrations"
            - Click "Add" for ConnectWise integration 
            - Provide your ConnectWise Endpoint URL
            - Input your ConnectWise credentials
            - Click "Save"

            - Click "Configure Billing" button for ConnectWise integration. Map Unigma Account to ConnectWise Agreement, then select Product Settings for ConnectWise Agreement.

            Updated: 13 Sep 2017 08:27 AM
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