Setting up the ConnectWise PSA integration

You can enable a two-way organizations sync. Companies and contacts are copied to and from ConnectWise and Kaseya Quote Manager.

Set up the organizations sync as follows:

1. Click the Organizations section.
2. In the organization sync window, complete the options described in the following table:

Field	Description
Sync to/from ConnectWise	Turn on this toggle to activate the organizations sync.
Sync organizations to ConnectWise	Select the defaults to apply for the organization accounts and contacts that are created in ConnectWise from Kaseya Quote Manager. As type: Select the account type. Commonly used options are Organization or Prospect. With status: Select the status. We recommend Active. Sync Contacts as type: Select the contact type. Commonly used options are Approver or End User. IMPORTANT  Organizations associated with the options you select here need to have the appropriate permissions to own opportunities.
Sync organizations from ConnectWise	Select which organizations in ConnectWise PSA to sync with Kaseya Quote Manager. Of these selected types: Select each of the applicable account types. Commonly used options are Organization and Prospect. Of these selected statuses: Select each of the applicable statuses. We recommend Active. NOTE  Organization-initiated account changes in the Online Store will sync from Kaseya Quote Manager to ConnectWise.

3. Click Save.

IMPORTANT  Determine if you will create invoices in ConnectWise PSA from tickets or from opportunities. Typically, we recommend invoicing from opportunities. If you are invoicing from opportunities, you do not have to sync tickets. If you do choose to sync tickets in that situation, you can select options that will not duplicate the product sales orders.

NOTE  To link a sales order in Kaseya Quote Manager with an existing ticket in ConnectWise PSA, select the ticket from the available drop-down list in the Ticket field on the sales order. Refer to Sync tickets from Autotask or ConnectWise PSA. If the ticket does not yet exist, a new one will be created when the quote is saved.

Set up the tickets sync as follows:

1. Click the Tickets section.
2. In the ticket sync window, complete the options described in the following table:

Field	Description
Sync to/from ConnectWise	Turn on this toggle to activate the tickets sync.
When orders are entered	Blank: Leave this setting blank to do nothing when orders are entered. Create or update a ticket with note: If you are invoicing from opportunities in ConnectWise PSA instead of tickets, you should select this option. This option will not duplicate the product sales orders. Create or update a ticket with note & products: If you are invoicing from tickets, then you should select this option. This option will add the products to the ticket and create billing items.
When orders are fulfilled	Blank: Leave this setting blank to do nothing when orders are fulfilled. Create or update a ticket with note: If you are invoicing from opportunities in ConnectWise PSA instead of tickets, you should select this option. This option will not duplicate the product sales orders. Create or update a ticket with note & products: If you are invoicing from tickets, you should select this option. This option will add the products to the ticket and create billing items. NOTE  When products are received in Kaseya Quote Manager, any serial numbers will be added to the ticket in ConnectWise PSA in a note.
Service board	Select the default service board to apply to the newly created ticket.
Location	Select the default location to apply to the newly created ticket.
Department	Select the default department to apply to the newly created ticket.
Sync tickets from ConnectWise	Select each of the boards in ConnectWise PSA that are available to sync tickets from.

IMPORTANT  If you select Create or update a ticket with note & products for when orders are entered or fulfilled, you will need to configure the ConnectWise PSA products sync.

3. Click Save.

Determine if you will create invoices in ConnectWise PSA from tickets or from opportunities. Typically, we recommend invoicing from opportunities. If you are invoicing from opportunities, you do not have to sync tickets.

ConnectWise PSA opportunities can be created or updated by a Kaseya Quote Manager quote. When a quote is changed, accepted, or modified on quote acceptance, the opportunity will be updated accordingly. When Kaseya Quote Manager sales orders are created from the Online Store without a quote, a new opportunity can be created in ConnectWise.

NOTE  To link a quote in Kaseya Quote Manager with an existing opportunity in ConnectWise PSA, select the opportunity from the available drop-down list in the Opportunity field in the quote. Refer to Syncing opportunities from Autotask or ConnectWise PSA. If the opportunity does not yet exist, a new one will be created when the quote is saved.

Set up the opportunities sync as follows:

1. Click the Opportunities section.
2. In the opportunity sync window, complete the options described in the following table:

Field	Description
Sync to ConnectWise	Turn on this toggle to activate the opportunities sync.
New quotes	Select the default values to apply to the newly created quotes in ConnectWise PSA. These values can be modified in ConnectWise after the quote is created. NOTE  Depending on the level of customization in your ConnectWise PSA instance, the recommended values below may not be available or appropriate. Select the options that make the most sense for your workflow. Stage: Select a default stage. Typically, you will select a stage that indicates a quote has been sent or will be sent soon, such as Quote. Status: Select a default status. Open is commonly used. Location: Select a default value for the location. This is typically the headquarters for your company. Department: Select a default department. Sales is commonly used. Type: Select a default value for the type of quote. IT:Infrastructure is commonly used. Default employee: This is the resource who will be named as the opportunity owner in ConnectWise in the event that the integration is unable to resolve the correct resource name from the quote/sales owner field in Kaseya Quote Manager. This may occur if the organization creates the quote online or if the owner is removed from the quote in Kaseya Quote Manager. You should select someone who will be able to appropriately reassign the sale to the correct resource. Probability: Select a default probability. NOTE  When quotes are won or lost, the existing opportunity will be updated.
Won quotes	Stage: Select a default stage that is appropriate for when an opportunity has been won. Status: Select a default status. We recommend a status such as Open, allowing you to complete the workflow to win the opportunity from within ConnectWise.
Lost quotes	Stage: Select a default stage that is appropriate for when an opportunity has been lost. Depending on your workflow, you may wish to set this to the same stage as used for new quotes above so it is clear at what point in the process the opportunity was lost. Status: Select a default status. We recommend Lost.
Sync sales orders without a quote as won opportunities	Turn on this toggle to allow sales that have been made without a prior quote to become won opportunities in ConnectWise PSA. This typically occurs with ecommerce sales in your Online Store. This will allow the sale to be recorded and invoiced from ConnectWise. We recommended that you select this option. NOTE  The sales order must be approved in order for the sync to occur.

3. Click Save.

IMPORTANT  If you are using ConnectWise PSA Procurement, you can use this sync to fulfill purchasing demands in ConnectWise from fulfilled Kaseya Quote Manager purchase orders. If you are not already using ConnectWise PSA Procurement, the purchase order sync is not required.

Fulfilled purchase orders sync to ConnectWise PSA once goods are receipted in Kaseya Quote Manager.

Set up the purchase orders sync as follows:

1. Click the Purchase Orders section.
2. In the purchase orders sync window, complete the options described in the following table:

Field	Description
Sync to ConnectWise	Turn on this toggle to activate the purchase orders sync.
Sync from	Schedule a calendar date from which to sync the purchase orders.
Email notification	Enter the email address of the person who should be notified if the sync fails.
Settings	Select the default Warehouse location to receive purchase orders, which is the warehouse that will receive shipments. NOTE  This value can be modified on individual purchase orders after they are created in ConnectWise PSA.
Suppliers	Map your Kaseya Quote Manager suppliers to vendors in ConnectWise PSA. This is important, as it ensures that the accounts payable ledger is correctly synced to your accounting system. IMPORTANT   If a new supplier is added at a later date, you must return to this page to map the new supplier from Kaseya Quote Manager to the supplier in ConnectWise PSA.

3. Click Save.

If a product or service is used in a ticket or opportunity in Kaseya Quote Manager, the integration will look up an SKU in ConnectWise PSA by Manufacturer Part Number (MPN) and create product or service SKUs in ConnectWise. Once the SKU is created in ConnectWise, its attributes will remain unchanged.

Set up the products sync as follows:

1. Click the Products section.
2. In the product sync window, complete the options described in the following table:

Field	Description
Type	Select the default type to be used for products or services synced from Kaseya Quote Manager to ConnectWise PSA. Typical selections are Hardware or Miscellaneous.
Default class	Select the default class to be used for products or services synced from Kaseya Quote Manager to ConnectWise PSA. Typical selections are NonInventory or Inventory.
Default recurrence cycle	Select the default recurrence cycle to be used for products or services synced from Kaseya Quote Manager to ConnectWise PSA.
Map your categories to ConnectWise categories	Map Kaseya Quote Manager categories to ConnectWise PSA categories in your database. The Default product category is used for products that are not categorized in Kaseya Quote Manager.

3. Click Save.