Overview
Devices in mapped groups become ConnectWise configurations. Selected monitor policies open tickets on the mapped service boards.
How it works
Create configurations automatically.
Devices in mapped Level groups become ConnectWise configurations at the correct company and site.
Route tickets by policy.
Choose which Level monitor policies create tickets on each service board.
Scope the connection.
Use a dedicated ConnectWise security role and API member with only the required access.
Set up the integration
Create the ConnectWise API identity.
Set up the security role, API member, and public and private keys.
Connect ConnectWise in Level.
Add the PSA URL, company, and keys, then test the connection.
Map sites and service boards.
Choose the groups and monitor policies to sync, enable, and review Events.
