ConnectWise Manage Integration

Owned by Phil Yaghi (Deactivated)
Last updated: Aug 31, 2020 by Sabrin Yusef (Unlicensed)
3 min read

Introduction

When HyAlto is integrated with ConnectWise Manage, VMware-based private cloud services can be automatically populated as agreements under a company and have its resources (CPU, RAM and Storage) automatically updated as additions to this agreement.

This article details the steps to follow when setting up a HyAlto integration with ConnectWise Manage.

Instructions

To configure HyAlto’s integration with ConnectWise Manage:

  • Create an API member for HyAlto

  • Create an API key used by HyAlto

  • Configure HyAlto’s ConnectWise Manage integration

  • Map a HyAlto customer to a ConnectWise Manage company and master agreement

1 - Create an API member for HyAlto

Step 1: In ConnectWise Manage, go to System > Members > API Members.

Step 2: Click + to create a new API Member.

Step 3: Under the Profile section:

  1. In the Member ID field, type “HyAlto”.

  2. In the Member Name field, type “HyAlto API”.

  3. In the Email field, enter a valid email address.

Step 4: Under the System section:

  1. In the Role ID field, select Admin.

  2. In the Level field, select Corporate (Level 1).

  3. In the Name field, select Corporate.

  4. In the Location field, select the appropriate Location value under which to store HyAlto-created agreements.

  5. In the Business Unit field, select Admin from the drop-down.

  6. In the Default Territory field, select the appropriate territory for this member.

Step 5: Click Save.

2 - Create an API key used by HyAlto

Step 1: Select the API member created for HyAlto in the previous section and click the API Keys tab.

Step 2: Click + to create a new API key.

Step 3: In the Description field, enter “HyAlto” then click Save.

Step 4: Save the Private Key as it will only be available at the time of creation.

3 - Configure HyAlto’s ConnectWise Manage integration

Step 1: In HyAlto, go to Billing > Integrations.

Step 2: Click the under ConnectWise.

Step 3: Input the following:

  1. URL: Your ConnectWise Manage URL

  2. Company ID: Your ConnectWise Manage company database

  3. Public key and Private key: Created in the previous section

Step 4: Click Configure.

HyAlto will display a success message and start synchronizing relevant records from ConnectWise Manage. This process may take several minutes to complete.

Map a HyAlto customer to a ConnectWise Manage company and master agreement

HyAlto tracks resources (CPU, RAM, storage) for a given service (virtual machines, virtual data centres, edge gateways, etc.). These services are populated in ConnectWise Manage as bundled agreements under a master agreement. The resources being consumed are populated as additions to these bundled agreements.

When configuring HyAlto’s integration with ConnectWise Manage, a master agreement must be specified under which each service will reside as a bundled agreement. Depending on your billing and invoicing needs, a new Private Cloud Services agreement can be created in ConnectWise Manage and used as the master agreement shell for these services. Alternatively, an existing agreement can be selected under which these services will live as a bundled agreement and the bundled agreements will contain the additions for the individual resource properties being consumed.

Step 1: In HyAlto, go to Billing > Integrations.

Step 2: Click the under ConnectWise.

Step 3: Click Map Company.

Step 4: Under Available Companies, find a ConnectWise Manage company to be mapped to a HyAlto customer.

Step 5: Under Client Account, select the appropriate HyAlto account to map to this ConnectWise Manage Company.

Step 6: Under Master Agreement, select the appropriate ConnectWise Manage agreement under which HyAlto services will reside.

Step 7: Click Map.