# ConnectWise PSA – Documentation

The integration between the ConnectWise PSA platform and Domotz (network and device documentation system), enables you to access real-time information about your customer's IT infrastructure. Domotz will discover devices including device details like model, MAC address, location, zone, software version, IP addresses, serial numbers (and more), and automatically send these details directly to CW PSA.

Note: due to the nature of this type of integration (bi-directional integration with data streaming from Domotz to ConnectWise PSA and vice-versa), Domotz users are only allowed to configure one single integration with external documentation and Asset Management systems (such as IT Glue, ConnectWise PSA, Synchro).

By setting up this integration, you can ensure that your asset information (within ConnectWise PSA) is accurate and up-to-date, which is essential for documentation, billing, and maintenance purposes.

This integration allows you to synchronize the following data:

- Domotz Collectors and Devices - when using the _Selection Mode (per device plan)_, only devices listed as _Managed_ will be pushed and kept in sync.
- CW Configurations

## On CW PSA: How to set-up the integration

### Generate Public and Private Keys

Please see here: [https://www.nexnow.net/blog/2017/10/29/setting-publicprivate-api-keys-connectwise-manage/](https://www.nexnow.net/blog/2017/10/29/setting-publicprivate-api-keys-connectwise-manage/)

### Security Roles

Security roles and API members are used for connecting Domotz to your ConnectWise PSA account. This must be performed by a ConnectWise PSA administrator with permissions to manage security roles and members. If you don't have the permissions to do this, please ask your manager.

Log into the ConnectWise PSA dashboard and from the navigation menu, click **System**, then **Security Roles**.

Select "New Role" and click the + button, then add a Security Role named "Domotz API":

Creating a New Security Role in the Interface

1. Navigate to the "Security Roles" section, displayed in the breadcrumb navigation at the top.
2. Locate and click the plus sign (+) in the toolbar to initiate creating a new role.
3. Use the "Actions" dropdown for additional options.
4. Utilize the "Search" and "Clear" options to find or reset entries.
5. The table contains columns for "Name," "Last Update," "Updated By," and "Type" to manage security roles.
6. Filters beneath each column allow customization of views. Set filters to "All" or "Member" to refine results.

Creating a New Security Role

1. At the top of the interface, locate the "New Role" breadcrumb under "Security Roles."
2. In the toolbar, find and click the save icon to save your changes.
3. Below, under "New Role," find the "Role ID" section.
4. Ensure "DomotzAPI" is entered as the Role ID.

Expand "Companies", and set:

- Company Maintenance (Inquire Level to "All")
- Configurations (Add Level, Edit Level, Inquire Level to "All")

Setting Permissions in the Companies Section

1. Under the "Companies" heading, locate the row labeled "Configurations."
2. In the "Configurations" row, three columns are highlighted with a dropdown set to "All."
3. To adjust permissions, click each dropdown menu to select a different option if needed.
4. The "customize" link next to "Configurations" allows further personalization of settings.

Expand "System", and set:

- Table Setup (Add Level, Edit Level, Inquire Level to "All")

Configuring Permissions in System Settings

1. Navigate to the "System" section to access various configuration options.
2. Locate "Table Setup" in the list.
3. For "Table Setup", ensure permissions are set to "All" for the relevant columns to allow full access and functionality.
4. Other entries such as API Reports, Email Audit, and My Account can be customized by selecting their respective dropdown options or clicking "customize" if available.

**HERE WE NEED TO ADD TO CREATE THE API KEY using that security ROLE**

**Important Note:** Domotz cloud will connect to the ConnectWise cloud from the following IP addresses:
– 52.71.132.221 for all the users based in North America
– 52.48.78.120 for all the users based on Europe, APAC and Rest of World
If you are using IP Restriction feature on your ConnectWise instance, make sure to allow the above IP Addresses used exclusively by Domotz.

## On Domotz: How to set up the integration

Login to Domotz with your account, select the menu Integrations under the Setup section, and select ConnectWise PSA from the list of available documentation platforms you would see on your screen:

Accessing Documentation and Data Aggregation Platforms in Integrations

1. In the left navigation menu, select "Integrations" under the "Setup" section.
2. On the main page, locate the "Documentation and Data Aggregation Platforms" section.
3. Browse the available platforms such as d-tools, CloudRadial, HaloPSA, Hudu, Liongard, IT Portal, and Syncro.
4. To explore or add ConnectWise PSA, which is specifically highlighted, click the plus icon next to it. This platform offers solutions for organizing client information for optimal service.

Fill in the following screen with the details required and then click 'Connect':

Connect to ConnectWise PSA

1. Navigate to the Integrations section and select "ConnectWise PSA."
2. In the "Connect to ConnectWise PSA" area, enter your credentials:
   - Under "Company Login," input your company name.
   - Ensure "Manage Site" shows the URL: https://na.connectwise.net.
   - Enter your public key in the "Public Key" field.
   - Input the private key in the "Private Key" field.
3. Click the "Connect" button to authenticate and complete the connection process.

**Please note that** the 'Company Login' is the same that you use when logging in ConnectWise:

ConnectWise Manage login screen.

1. Locate the "Company" field at the top of the login form and enter your company ID or name.
2. Below the "Company" field, find the "Username" field to enter your username or email.
3. Proceed with the login process after entering the required information in both fields.

### Link Domotz Agents/Collector to CW Companies

After the connection to CW PSA succeeded, you will need to map each Agent to the specific Companies defined in CW PSA. To do that, please click on the + button next to the "Link Company" label:

Link Domotz Agents with ConnectWise PSA Companies

1. In the "Domotz Agents" column, identify the agent you want to link. For example, "Acme Inc. Dbox - HQ Office" with 253 devices.
2. In the "ConnectWise PSA Companies" column, next to the selected agent, click the plus icon labeled "Link Company."
3. Repeat for other agents as needed. The "Sync" toggle is available for each agent if automatic synchronization is required.

A window will appear where you will be able to select a specific site within the Company, or leave it as default:

Connecting a Domotz Agent with a ConnectWise PSA Company

1. In the "ConnectWise PSA Companies" window, look for the list of available companies and select "ACME Inc" by clicking the radio button next to it.
2. Optionally, choose a site from the "Site" dropdown menu if necessary.
3. Click the "Link Company" button to associate the selected Domotz Agent with the ConnectWise PSA Company.

### Set up Match Configuration Fields

Since the automatic synchronization is only based on the direction specified for each field between Domotz and CW PSA, you might want to configure the match configuration fields.
To do that, select the 'Match Fields' at top left and modify it as you prefer:

Matching Domotz and ConnectWise PSA Fields

1. Access the "Match Fields" tab to configure synchronization settings between Domotz and ConnectWise PSA.
2. A table displays Domotz Fields on the left and ConnectWise PSA Fields on the right, with a Direction column in the center.
3. Set the synchronization direction:
   - "Name" is set from Domotz to ConnectWise.
   - "Type" is not currently synced; toggle to connect data.
   - "Make" and "Model" are both set from Domotz to ConnectWise.
   - To change the synchronization direction, click the button in the Direction column.
4. Toggle the switches on the right to enable or disable field synchronization:
   - Green indicates synchronization is enabled.
   - Red indicates synchronization is disabled.

### Match Devices to CW Configurations

Go back to the Mapping section and match or create new configurations:

Integration Mapping in ConnectWise PSA

1. On the ConnectWise PSA page, select the "Mapping" tab to begin associating Domotz Agents and devices with ConnectWise PSA Companies and configurations.

2. In the list of Domotz Agents, find the agent you wish to sync, such as "Acme Inc. Dbox - HQ Office," and identify any issues shown in the ConnectWise PSA Companies column. For "ACME Inc," note the "Failed Sync" message and check the number of matched configurations shown as "0 Matched." Assign a site if not already assigned.

**Note:** The automatic match between **Domotz Devices** and**ConnectWise PSA Configurations** is based on the following information (in order of priority), based on the data available on the systems:
- Serial Number (when available in Domotz and ConnectWise PSA)
- MAC Address (when available in ConnectWise PSA)
- IP Address (when available in ConnectWise PSA)

To link a configuration to a **Domotz Device** that has no match, click on the **Match Configuration**button:

Device Configuration Matching in ConnectWise PSA

1. Identify the device you want to configure from the list. Each device entry includes details such as device name, manufacturer, IP address, and connection status.

2. For the desired device, locate the "Match Configuration" option on the right side of the screen. This option is adjacent to a plus icon.

3. Click on "Match Configuration" to initiate the configuration matching process for the selected device.

4. Repeat the steps for any additional devices you wish to configure.

A pop-up window will appear where you will be able to Create a new Configuration or select an existing one and to link it to the Domotz device:

- To allow Domotz to link a **Domotz device** to a new **CW PSA Configuration** (created by Domotz itself), select **Create New** **Configuration** and then click on **Save**.
- To link a **Domotz device** to an existing ******CW PSA Configuration******, select it from the list and then click on **Save**:

ConnectWise PSA Configuration Setup

1. To configure a new device, select "Create a new Configuration." This option is selected by default.
2. If you prefer to select an existing configuration, browse the list below. Available options include "AVM FRITZ!Mediaserver" and "Air-di-Martina."
3. Use the search bar labeled "Filter Items" to find specific configurations.
4. After making your selection, click "Save" to apply the configuration.
5. Click "Cancel" if you wish to exit without making changes.

You can also create configurations in bulk (e.g. if Domotz is used to set up an**MSP Customer** from scratch) by selecting multiple rows and pressing the **Create Configurations** button:

Creating Configurations for Device Matching

1. In the list of devices, check the boxes next to the configurations you want to match.
2. Click the "Create Configurations" button.
3. In the "Manage Configurations" dialog box that appears, click the "Create 3 Configurations" button to confirm and proceed. Optionally, click "Cancel" to discard the action.

To unlink a configuration, you must click on the **x** icon next to the configuration:

**Important note:** There is no confirmation request before unlinking the Asset.

Match a ConnectWise PSA Configuration with a Domotz Device

1. Select "All Devices" to view available configurations.
2. Locate the device with the identifier "0A:2F:3E:79:A2:3F."
3. Click the red circle with an "X" next to this device to unmatch or modify the configuration.
4. Use the "Create Configurations" button to set up new matches as needed.

### Synchronization Configurations

Domotz allows you to set an automatic or manual synchronization.

#### Manual Synchronization

To start the manual synchronization, select the desired Agent and then click on the **Sync now** button:

Associate Domotz and ConnectWise PSA Items

1. In the "Domotz Agents" column, locate the desired agent to sync, indicated by a checkbox on the right.
2. Click the toggle switch in the "Sync" column to enable synchronization for the chosen agent.
3. Press the "Sync now" button at the top to start the synchronization process.

After pressing the "Sync Now" button, a pop-up window will appear and you will be able to select the synchronization mode:

- Synchronization from Domotz to CW PSA: the information stored on the **Domotz Devices** will override the information on the** CW PSA Configuration**.
- Synchronization from CW PSA to Domotz: the information stored on the********CW PSA Configuration******** will override the information on the **Domotz Devices**.
- Customized synchronization: you can choose the synchronization direction for every single field from the **Custom Match Fields Configuration** window.

Options for Synchronizing Fields Between Domotz and ConnectWise PSA

1. To synchronize fields from Domotz to ConnectWise PSA, select the "Domotz > ConnectWise PSA" button.
2. To synchronize fields from ConnectWise PSA to Domotz, select the "ConnectWise PSA > Domotz" button.
3. For a custom synchronization direction, choose the "Fields Custom Direction" button.
4. To cancel the synchronization process, click the "Cancel" button.

As soon as the user chooses an option for the synchronization, a message** In progress** will appear next to the **Company name**:

Associating Domotz Agents with ConnectWise PSA Companies

1. In the ConnectWise PSA interface, go to the "Associate Domotz & ConnectWise PSA Items" section.
2. Use the search bar to find specific agents by name.
3. Ensure that "All Agents" is selected to view the full list of agents. The number of linked agents is shown next to it.
4. Locate the desired Domotz agent. For example, "Acme Inc. Dbox - HQ Office" is displayed with 253 devices.
5. Under "ConnectWise PSA Companies," confirm the status. If it says "In progress," and shows items like "4 Matched" and "Site: Not Assigned," additional configuration is needed.
6. Click "Not Assigned" to assign the appropriate site for the configuration.
7. Use the toggle switch under the "Sync" column to enable or disable synchronization for a specific agent.
8. Press "Sync now" to apply changes immediately.
9. Optionally, use "Select All" to quickly apply settings to all listed agents.

In case of an error during the synchronization, the system will display a message**Failed Sync**and the time of the last successful synchronization.

**Note:** In case of an error, please contact our Support team via email at [support@domotz.com](mailto:support@domotz.com)

#### **Automatic Synchronization**

Automatic synchronization occurs every 12 hours. To enable it, toggle the **Sync** widget:

Enable Sync for a ConnectWise PSA Company

1. Identify the row labeled "Acme Inc. Dbox - HQ Office" under the "Domotz Agents" column with "253 Devices" listed.
2. In the same row, locate "ACME Inc" under the "ConnectWise PSA Companies" column, marked as "In progress."
3. Find the "Sync" column to the right.
4. Toggle the switch in the "Sync" column to enable synchronization for "ACME Inc." The switch should turn green when activated.

As soon as the Sync toggle is enabled, the sync will occur in the next 5 minutes.

**Note:** In case of an error during the automatic synchronization, the system will display a message **Failed Sync** next to the organization name and the automatic synchronization will be disabled.

## How to remove the integration between ConnectWise PSA and Domotz

To completely disconnect the integration between ConnectWise PSA and Domotz, select the Manage Integration tab on the Integrations – ConnectWise PSA section, then click on the Remove Integration button and the integration will be removed:

Remove an Integration in ConnectWise PSA

1. Navigate to the "Manage Integration" tab in the ConnectWise PSA interface.
2. In the "Connect to ConnectWise PSA" section, fill in the fields labeled: Company Login, Manage Site, Public Key, and Private Key.
3. To remove an existing integration, click on the "Remove Integration" button located below these fields.

---

If you have any questions or encounter any issues, please feel free to reach out to us at support@domotz.com. We're always here to help!