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
• 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/

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 can’t please ask your manager.

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

Click the + button and add a Security Role named “Domotz API”:

Expand “Companies”, and set:

• Company Maintenance (Inquire Level to “All”)
• Configurations (Add Level, Edit Level, Inquire Level to “All”)

Expand “System”, and set:

• Table Setup (Add Level, Edit Level, Inquire Level to “All”)

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 Services under the Account Settings section, and select Connectwise PSA from the list of available documentation services you would see on your screen:

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

Please note that the ‘Company Login’ is the same that you use when logging in CW:

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 identified by the “Link Company” label:

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

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 please select the ‘Match Fields’ at top left an modify it as you prefer:

Match Devices to CW Configurations

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

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:

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 Coniguration 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:

You can also create configuration in bulk, (ex. if Domotz is used to set up an MSP Customer from scratch), you can use the select multiple rows and press the Pick an action button:

To unlink a configuration instead you can click on the x icon next to the configuration, see below:

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

Synchronization Configurations

Domotz allows you an automatic or manual synchronization.

Manual Synchronization

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

After pressing the “Sync Now” button, a pop-up window will appear and the user 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.

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

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

Automatic Synchronization

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

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.