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Configure HyAlto’s ConnectWise Manage Integration

Configure HyAlto’s ConnectWise Manage Integration

There are four steps to configure HyAlto’s integration with ConnectWise Manage:

  1. Create an API member in CW Manage

  2. Create an API key used by HyAlto

  3. Configure HyAlto’s ConnectWise Manage integration

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

This article details the third step in the integration process: Configuring HyAlto’s Connect Wise Manage Integration.

Read about Data Flow Definitions.

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.

 

 

 

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