StorageCraft ConnectWise PSA User Guide
Contents
1. This is essential to make the ConnectWise integration work Setup Tables integrator Logn List briegraine Login Integrator Login Pa Managed Servings AP Brahe marrat chiking of Carhgureiions ie ity Aloa for Colgan mies to bet chidef by thet Seed Conbact APT Copies i LF Dath UR w AA AFi catis FA wa ATR Support haa rie 7 a a g fig ES of oparia Com warship AFE TA Member AF Piai eii ray AFT SA Porchasinig APT Copfitescir FR c lt Paedah lt Corhgaaban iA Erebia muterate chides cl Corga aE Aira For Cochon ete ty be chided by he ote CHI UFE Schedule API 7 Click Save the disk icon 8 Optional Create Cross References between your Products and the Managed Service agreement type amp Note If you have not created products at this point go and do so now before creating cross references Enter a type and level of your choice into the respective fields For Agreement Type select Managed Service For Product select the desired product For Configuration Type enter a configuration type of your choice or leave the field blank 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 14 of 15 S Sy STORAGECRAFT StorageCraft ConnectWise PSA User Guide amp Note The Configuration Type is optional The field can be used by MSPs to define configuration type labels e g workstation server VM etc as needed The PSA in2. email address or addresses for the recipient s Separate multiple email addresses with commas Click Save when all addresses have been entered Bh WN 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 10 of 15 S 3 STORAGECRAFT StorageCraft ConnectWise PSA User Guide ConnectWise sends an email notification to the recipients in the list when the Send Notifications box is checked Multiple email addresses can be added One email address per rows All email addresses on the same row separated by commas Click Save when all addresses have been added Send Notifications Select your time zone Amenca Los_Angeles d 6 4 StorageCraft PSA Dashboard Setup The StorageCraft PSA Integration Portal currently supports ConnectWise and one other competitor amp Note StorageCraft recommends setting up an integration account in your PSA with its own username and password that won t change This will save you from having to edit this information in the StorageCraft PSA integration portal each time you chanage PSAs To change between PSAs 1 Log into the StorageCraft PSA Integration portal with the required credentials 2 Move your cursor over the Configuration navigation header then click Change PSA 3 Enter the credentials for ConnectWise username password url and site company name STORAGECRAFT aes StorageCraft Integration Account ij Logout Autotask Credentials ConnectW
3. mappings Approve all mappings simultaneously Configure automatic approval You can also Show all entries including those that haven t changed by checking the box 5 2 StorageCraft PSA Synchronization History The Synchronization History page displays all updated mappings for your PSA This includes the e Date e Account name e Specific changes To access the Synchronization History page hover your cursor over the Approvals navigation link then click Synchronization History StorageCraft integration Account Logout SS STORAGECRAFT a Synchronization History DASHEUARD CONFIGURATION Piso Synchronization History includes all updates to your PSA sysiem such as the date account name icense type and 50 on I alt T ured Cc L amp Type 7 d i i iiiz 20i3 1 27 20 PH Customer 1 Virtual Server Dan Test Web mie Service 2 lie s 1 liefs 11 13 2013 1 27 15 PM Customer 1 FTP Angry Fox Co Web See Service 1 pabis 5 job s bia 20s L 27 16 PM Customer 2 ME Angry Fox Oo Wel Sate Service 1 pools 3 bls LLL 2013 1 27 17 PM Customer Fi ME DigitalTardh Ine Den estPreduct i bis 2 jobia 11 6 2013 11 05 40 AM Customer 2 ME Angry Fox Co Web See Service 1 pob s J job s LLG 2013 11 09 39 AM Customer 1 ME CugitalTorcn Ine Danese roduct 1 pool s 2 pools 11 1 2013 3 36 30 PH Customer 2 ME Angry Faw C Web Ste Service i bls 3 job s 1171 2013 3 36 29 PM Customer 1 ME CigitalTorch inc CanTestProduct 1 bis
4. SS sTORAGECRAFT StorageCraft ConnectWise PSA User Guide StorageCraft Copyright Declaration StorageCraft ImageManager StorageCraft ShadowProtect StorageCraft Cloud and StorageCraft Cloud Services together with any associated logos are trademarks of StorageCraft Technology Corporation in the United States and elsewhere All other brands and product names are or may be trademarks or registered trademarks of their respective owners Table of Content Table of Content 1 StorageCraft PSA Portal Overview 2 StorageCraft PSA Integration Use Case 3 Integration Portal Header 4 StorageCraft PSA Dashboard 5 StorageCraft PSA Approvals 5 1 StorageCraft PSA Pending Updates 5 2 StorageCraft PSA Synchronization History 6 StorageCraft PSA Configuration 6 1 StorageCraft PSA Account Mappings 6 2 StorageCraft PSA Scheduling Options 6 3 StorageCraft PSA Notifications 6 4 StorageCraft PSA Dashboard Setup 7 StorageCraft PSA History 8 StorageCraft PSA ConnectWise Setup 2014 StorageCraft Technology Corporation StorageCraft Support Center oO OCOoNnNN OF9 01 8B ON Page 2 of 15 S Sy STORAGECRAFT StorageCraft ConnectWise PSA User Guide StorageCraft ConnectWise PSA User Guide The purpose of the StorageCraft Professional Services Automation PSA integration PSA Integration is to read license count and cloud usage data from the StorageCraft MSP portal so it can be synchronized with the ConnectWise PSA system The PSA Integration s
5. added Og Page i oof 21 me mi ID Wiew 2 10 of 210 Click Save to create a CSV report of the current history Click Clear to delete the history log 8 StorageCraft PSA ConnectWise Setup ConnectWise Setup Instructions for Compatibility with STC PSA Integration Portal In the left navigation pane select Setup In the expanded area select Setup Tables Click Search in the upper left corner Locate Managed Devices Integration Click the underlined text A WN Note Locate this entry with the leftmost filter and choose Company from the dropdown 5 To create a new Management Solution click the New Item button The New Item button looks like a piece of white paper with the top right corner folded over the button is located in the upper left corner Clicking the New Item button displays the Managed Devices Integration page GF Setup Tables 3 Fr ConnectWise Setup Tables Managed Devices Integration List gt Managed Devices Integration University Reports My Favorites Managed Devices Integration Testing 10 O EE X1O Contacts O Last Updated 10 2 2013 6 12 29 PM by admin 1 Sales 1 Name MasterSolutor 4 Portal URL Marketing 2 Solution MasterSolution 5 Login By Member v Procurement 3 Integrator Login admint y D Disable Newly discovered Cross References 6 Defaults for New Configurations Defaults for Agreements Project 7 Locaton Tampa Office x 9 B
6. ation information section includes Number of pending accounts Errors since last refreshed Unmapped accounts since last refreshed A change link to toggle between automatic and manual account updates Review Updates function Map Accounts function Pending Accounts vs Mapped Accounts Gauge This guage shows the ratio of pending accounts compared to mapped accounts Account Units The account units section shows e The total number of accounts in the portal e A breakdown of the mapped versus unmapped accounts Historical Data This Historical Data section contains a log of Statistics since the last update sync The number of mappings updated synced successfully The number of mapping errors The number of changes since the previous update sync Alerts This section presents a summary of alerts for pending issues 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 6 of 15 SS sTORAGECRAFT 5 StorageCraft PSA Approvals Pending Updates and Sync History are found under the Approvals navigation header StorageCraft Integration Account i Logout S STORAGECRAFT cas Pend ding Updates Usemame aden Edit Test Cor INTEGRATION INFORMATION Manual Change Acceptance is set Change Last refresh time 4 8 2014 5 33 17 PM Last sync time ConnectWise Accounts Pending Mapping Unmapped Syncs Errors Accounts 1 0 3 Review Updates Map Accounts LAST SYNC STATISTICS Date Updat
7. censes The PSA integration works for all license types e Server e SBS 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 4 of 15 S Sy STORAGECRAFT StorageCraft ConnectWise PSA User Guide e StorageCraft Cloud usage GB e etc Addition per License Type As an MSP you should configure your PSA to have an Addition for each license type This is standard practice in the PSA world It makes using the PSA Integration tool easier 3 Integration Portal Header The navigation header displays the name of the current page on the left side The navigation links are shown on the right side of the navigation header The navigation links are activated by hovering your cursor over the chosen link D Dashboard DASHBOARD APPROVALS CONFIGURATION HISTORY The Dashboard and History navigation links take you directly to their respective pages there are no drop down lists associated with these two buttons The Approvals and Configuration buttons each have drop down links that take you to the pages described below Dashboard The dashboard allows you to see the data for all your integrations at a glance Approvals The Approvals menu provides the following features e Pending Updates updates that require approval e Sync History log showing the updates that have been completed Configuration The Configuration menu provides the following information and functions Account Mappings displays all mapped acco
8. d a dashboard The navigation header contains the following navigation links Dashboard Approvals Configuration History The dashboard is described here 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 3 of 15 Storagecran integration Account gi Logout STORAGECRAFT Engish ConnectWise ti Dashboard DASHBOARD APPROVALS CONFIGUFATION HISTORY S STORAGECRAFT StorageCraft ConnectWise PSA User Guide SS LUsemame admin Edit Tesi Connection INTEGRATION INFORMATION PENDING ACCOUNTS WS MAPPED ACCOUNT UNITS ACCOUNTS Manual change Acceptance amp set Change Lasi refresh ime 1113 2013 1 25 09 PM Lasi syne time ConmeciWise Accounts Pending Mapping Unmapped Syrics Emors Accounts E Mapped iss Lin ria gig LAST SYNC STATISTICS ALERTS Date Updated Upto Date Errors E Review Updates Map Accounts Haanja 12519 PM 4 1 a 11 21 2003 12 58 Mo alerts to display at this tin Home 2004 20135 Storage raf Technotoegy Corpor 2 StorageCraft PSA Integration Use Case Overview Before creating the PSA integration tool scenarios like this had to be processed and maintained manually Now when the mappings are correct between the StorageCraft MSP account and the ConnectWise PSA account the synchronization is done automatically The Scenario A StorageCraft MSP company named Computech has an account in the StorageCraft MSP portal for Bob s Dentistry Bob has three desktop c
9. ed Up to Date 4 23 2014 9 13 31 AM 0 0 PENDING ACCOUNTS VS MAPPED ACCOUNTS Mapped Unmapped m p ALERTS Date Alert Errors 0 4 23 2014 4 13 35 PM No alerts to display at this tme O X Clear rage 3 of 1 View 1 lofil 5 1 StorageCraft PSA Pending Updates Pending Updates The Pending Updates page displays the mappings that have not yet been synchronized To access the page click the Approvals navigation link then click Pending Updates SS storAGECRAFT StorageCraft Integration 2 l Logout English err ree ae Pending Updates This page allows you to approve synchronize all pending updates for your specified mappings Approval options are Remove selected mappings Select and approve specific mappings Approve all mappings simultaneously Configure automatic approval See the Scheduling Options page to configure automatic approval NOTE Unit quantities displayed reflect the latest billed quantities from StorageCraft StorageCraft Billing Date Refresh Date Account License Type F3 Sync History M Show All Entries including those with 0 change ConnectWise Company Name Product Units Delta 2014 StorageCraft Technology Corporation StorageCraft Support Center StorageCraft ConnectWise PSA User Guide Page 7 of 15 LS STORAGECRAFT StorageCraft ConnectWise PSA User Guide Approval options are Remove selected mappings Select and approve specific
10. ervice lets you create mappings between your StorageCraft accounts and your PSA accounts to facilitate the license count and cloud usage synchronization These accounts typically have a Contract and an associated Service offering The PSA portal updates the number of those licenses for each account type to the related service offering within that account In other words the PSA tool synchronizes license counts from the StorageCraft MSP portal to the PSA ConnectWise Important The PSA tool does NOT pull actual licenses out of the MSP portal to place them into the PSA It only pulls down license counts so that service agreements can be updated Prerequisites and Requirements The StorageCraft PSA Integration portal requires An internet connection Up to date versions of Firefox Internet Explorer Safari or Google Chrome An active StorageCraft MSP account with applicable contracts and services An appropriately configured ConnectWise PSA system which includes o Defined contracts and agreements o Defined products and services Features Account Mapping e Map and manage accounts e Synchronize data from the StorageCraft MSP portal to ConnectWise e Automatic inactivity logout after 20 minutes Update Accounts e Update unit counts for all accounts e More accurate tracking of usage e More accurate billing 1 StorageCraft PSA Portal Overview The StorageCraft PSA Integration Portal main screen consists of a navigation header an
11. esktop Angry Fox Co Web Site Service D Court Test IFTP Angry Fox Co System Support D Dave M VirtualServer DigitalTorch Inc System Support O D Dave M Desktop DigitalTorch Inc Web Site Service p Dave M GRE DigitalTorch Inc Remote Backups DaveTest17 CloudPremiumMir 5 The Account Mappings page enables you to Create new mappings for unmapped accounts Fix Unmapped or Failed account mappings View and manage all mapped and unmapped accounts Delete unwanted mappings To map new accounts or edit incomplete unmapped or failed mappings 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 9 of 15 S SS STORAGECRAFT StorageCraft ConnectWise PSA User Guide 1 Click anywhere in the row of an account you want to edit Work from left to right Select the License Type from the drop down menu Type the name of the company in the Company Name field This field should autopopulate after typing the first few characters of the company name Select the contract type from the Contract Name drop down Select that service type from the Service Name drop down The changes are automatically saved when you select the Service Name Click the Reload Grid button on the left side at the bottom of the grid to update the status indicators Click the g symbol if you want to delete a mapping OJ N Status Indicators The symbol on the right side of a row indicates that the account is succe
12. ft PSA History The site history page displays All integration actions that have been performed Created or edited mappings A list of new accounts and account changes PSA changes and selected preferences To display the Site History page click History the navigation header 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 12 of 15 LS STORAGECRAFT StorageCraft ConnectWise PSA User Guide StorageCratt Integration Account gij Logout SA STORAGECRAFT coin calcein f Site History DASHBOARD APPROVALS CONFIGURATION HISTORY The Site history page displays ew Mappings Edtled Mappings Recent Account Updates Saved Preferences To keep the history click Save To distard the history click Clear Seventy Gate Description LE 11 13 2013 1 27 20 PM Sync complete records hawe been synced with 0 records resulting m errors i IJ Z013 1 27 15 PM Sync started 11 13 2013 1 25 19 PM Syne started p 11 13 2013 1 25 12 PM Refresh Units complete 5 records added to pending updates LU 15 2013 1 25 09 PM Refresh Units started 11 13 2013 1 24 34 PH Mapped Customer 1 to Dan Test i LI I3 2013 1 22 49 PM Mapped Customer 1 fo Angry Fox Oa E 1iri3 2013 1 22 37 PMH Oormnectives account iabng updated Ho new accounts added o 11 13 2013 1 22 30 P M Updating CommectWise account listing o AL L3l2013 1 21 53 PM StorageCraft account listing updated No new accounts
13. i 2 obis A Home 04 2013 StorageCraft Technology Corporation 274 6 StorageCraft PSA Configuration PSA Configuration Options and navigation links Account Mappings Scheduling Options Notifications Switch PSA Click the Configuration navigation link then select the configuration option you want 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 8 of 15 S STORAGECRAFT StorageCraft ConnectWise PSA User Guide StorageCraft Integration Account ij Logout STORAGECRAFT English Dashboard DASHBOARD APPROVALS CONFIGURATION HISTORY Account Mappings Username admini Edit Test Connection ars s Scheduling Options INTEGRATION INFORMATION PENDING ACCOUNTS VS MAPPED Notifications Manual Change Acceptance is set Change ACCOUNTS Last refresh time 11 13 2013 1 25 09 PM Switch PSA to Autotask Last sync time ConnectWise Accounts Pending Mapping Unmapped Syncs Errors Accounts 0 0 5 Bi Mapped E Unmapped Review Updates Map Accounts 6 1 StorageCraft PSA Account Mappings The PSA integration portal service retrieves all company contracts from your StorageCraft MSP accounts The Account Mappings page lets you map your account information from the StorageCraft MSP portal to your ConnectWise PSA system Each Account Name Contract Name combination must also have a Service Name associated with the specific account contract combination if you are going to map that acco
14. iling Level Summary y Service Desk 8 Business Unit Admin y Match on Serial Number Time amp Expense Set Configuration to Bill the Customer Finance Setup Cross References Notifications Logins Companies File Upload Log My Company D Search Cear Export View No Vie v 2 1 90f 9 6 Complete the fields listed below These fields are identified by the red numbers in the Managed Devices Integration page 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 13 of 15 S Sy STORAGECRAFT StorageCraft ConnectWise PSA User Guide above Name MasterSolution 1 Solution MasterSolution 2 Integrator Login See the Detailed Integrator Login heading below for requirements 3 Portal URL lt blank gt 4 Login By Member 5 Disable Newly discovered Cross References Make sure the box is NOT checked 6 Location lt blank gt 7 Business Unit lt blank gt 8 Billing Level Summary 9 Integrator Login Details Integrator Login Click the white paper icon to create a new integrator login 10 Enter a username and password used to log into the ConnectWise PSA portal Set Access Level to All records as shown in the image below Enable the following APIs make sure the boxes are checked as shown in the image below Service Ticket API Managed Services API Company API Product API Reporting API System API Important Make sure you set the Access Level option to All records
15. ise Credentials Usemame Username Usemame Username Password Password Password Password Site Company f Home 2004 2013 StorageCraft Technology poration 274 amp Note You can only have one current PSA setup Setting up another PSA will delete all data and mappings 4 Click Submit to change or reset the PSA A warning dialog box will be displayed 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 11 of 15 S STORAGECRAFT StorageCraft ConnectWise PSA User Guide StorageCraft Integration Account ij Logout STORAGECRAFT English V Autotask Credentials ConnectWise Credentials Usemame Username Username integration Password Password Password evccceccoees EL Reset your PSA Account x JRL A Company 4 This will delete all existing mappings and automation settings Are you sure you wish to proceed NOTE If you are setting up your account for Yes reset my account Cancel f Home 113 StorageCraft Technology Corpor ation 274 5 Click Yes to reset your PSA account Warning Clicking Yes resets your account All previous data and mappings will be deleted because you are configuring the portal for a new PSA 6 The Dashboard is displayed when the connection is successful The StorageCraft PSA Integration portal now starts retrieving account information from the StorageCraft MSP portal and the selected PSA It may take a few minutes to complete this process 7 StorageCra
16. omputers that are protected with ShadowProtect Desktop This means Bob is using and being billed for three active keys The StorageCraft MSP portal contains this information which is available to Computech Computech is using ConnectWise for Professional Services Automation PSA When the MSP logs into the StorageCraft PSA integration service he will link Bob s Dentistry from the StorageCraft MSP portal to an account called Bob s Dentistry in the ConnectWise PSA This PSA account includes an associated agreement and Addition for desktop backup The Value of PSA Integration After mapping Computech to Bob s Dentistry in ConnectWise Bob s Dentistry decides to get a new additional desktop The MSP installs another instance of ShadowProtect on the new desktop and activates a new key Now the StorageCraft MSP portal indicates that Bob s Dentistry has four 4 ShadowProtect Desktop license activations instead of three 3 At the end of the next billing cycle or when scheduled by the system the PSA integration service detects that the ShadowProtect Desktop license count for Bob s Dentistry has increased by one 1 Whether the synchronization was done manually or automatically the PSA integration tool now shows an additional license it updates the unit count in the PSA integration Addition from 3 to 4 Now when Computech runs their billing for the ConnectWise PSA tool they can properly invoice Bob s Dentistry with the accurate count of four 4 li
17. ssfully mapped The amp symbol on the right side of a row indicates that the account is either unmapped or the mapping failed A Important If you need to change any selections in a previously successfully mapped account such as the Contract Name or Service Name you need to remap the account 6 2 StorageCraft PSA Scheduling Options The Scheduling Options page allows you to configure automatic refresh and synchronization schedules To configure the unit refresh options 1 Check the box for either Enable Automatic Refreshing of Unit Quantities or Unit Sync Options 2 Select the radio button for either Monthly or Daily refresh 1 For Monthly refresh select the day of the month and the hour of the day 2 For Daily refresh select the hour of the day 3 Click Save StorageCraft Integration Account j Logout SA STORAGECRAFT E Scheduling Options DASHBOARD APPROVALS CONFIGURATION Scheduling options allow you to set preferences for refreshing and syncing Click Save when your selections are complete UNIT REFRESH OPTIONS UNIT SYNC OPTIONS Enable Automatic Refreshing of Unit Quantities Enable Automatic Syncing Monthly on the Select of the month at c 00 Monthly onthe Select of the month at 0 00 Daily at 00 Daily at 00 Times are shown in 24 hour format 6 3 StorageCraft PSA Notifications This page allows you to specify a list of recipients for notifications Check the Send Notifications box Enter the
18. tegration system auto generates a configuration type to complete synchronization if one hasn t been defined by the user 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 15 of 15
19. unt Some contracts don t have services chy Note Contract Names that don t have any attached or associated Service Names can t be mapped You can safely ignore these unmapped accounts because they won t affect or interfere with your other mappings StorageCraft Integration 2 jj Logout S STORAGECRAFT ne cur ve The PSA integration portal service retrieves all company contracts from your StorageCraft MSP accounts Each account must have a service attached to the contract in order to map from the StorageCraft MSP portal to your PSA Accounts without services can t be mapped but these unmapped accounts won t affect your other mappings The Account Mappings grid displays all mapped and unmapped accounts It also shows accounts with mapping errors Successfully mapped accounts are identified by the symbol Unmapped accounts or Failed mappings are identified by the symbol To edit mappings 1 Click anywhere on any single row this puts you in edit mode for the selected row 2 Edit the Account Mapping fields from left to right Start with the Account Name then License type and so on Select the Product Name last 3 The changes are saved automatically when you select the Product Name 4 Click the Reload Grid button in the bottom left corner of the grid to update the mapping status StorageCraft ConnectWise Account Name License Type Company Name Product Slate Gravel GRE 5 Alexa Test GRE 3 w Court Test D
20. unts and allows you to edit accounts that are unmapped or have errors Scheduling Options preference settings for refresh intervals approvals and reporting Notifications manages notification reporting Switch PSA allows you to switch between PSA applications History The History page displays the site log for all the transactions 4 StorageCraft PSA Dashboard The dashboard provides an overview and summary of accounts and data managed in the portal 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 5 of 15 S STORAGECRAFT StorageCraft ConnectWise PSA User Guide m HN Su Username admini Edit Test Connection INTEGRATION INFORMATION PENDING ACCOUNTS VS MAPPED ACCOUNT UNITS ACCOUNTS Automatic Change Acceptance is set Change Lastrefresh time 8 3 2014 12 53 37 AM Last sync time ConnectWise Accounts Pending Mapping Unmapped Syncs Errors Accounts 0 0 10 E Mapped E Unmapped Review Updates Map Accounts LAST SYNC STATISTICS ALERTS Date Updated Upto Date Errors onie 5 inai 8 4 2014 12 02 35 AM 0 0 x Clear Page i of 4 p p View 1 10 of 39 The dashboard contains the following sections UserName Account The user name section e Shows the name of the currently logged in user e The Edit button shows and allows you to change the PSA credentials associated with the integration account e Allows you to test connection for those credentials Integration Information The integr
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