Integrating the Commvault MSP Portal with ConnectWise PSA

You can integrate the Commvault MSP Portal with ConnectWise PSA software.

Before You Begin

Obtain public and private ConnectWise PSA API keys by performing the following steps:

1. Log in to the ConnectWise PSA client.

2. Create public and private ConnectWise PSA API keys.

3. Save both keys.

For more information, see ConnectWise PSA documentation.

Procedure

1. From the Commvault MSP Portal, at the top of the page, click Manage All Accounts.

   The Command Center appears.

2. Click Manage > System.

   The System page appears.

3. Click the ConnectWise PSA tile.

   The ConnectWise PSA configuration page appears.

4. On the Configuration tab, in the General section, click the edit button .

   The Edit dialog box appears.

5. For ConnectWise URL, enter the URL of your ConnectWise site.

6. For Company name, enter the name of your company.

7. To create a new credential, do the following:

   1. Next to Credential, click the Create New button .

      The Add credential dialog box appears.

   2. Enter the following information:

      • Account type: This field is pre-populated with PSA Account.

      • Vendor type: This field is pre-populated with ConnectWise Account.

      • Credential name: Enter a name for the new credential.

      • Public key: Enter the public ConnectWise PSA API key that you created in "Before You Begin", above.

      • Private key: Enter the private ConnectWise PSA API key that you created in "Before You Begin", above.

   3. Click Save.

   The Confirm Discover dialog box appears, asking if you want to discover companies from ConnectWise PSA.

8. Click Yes.

   The ConnectWise PSA configuration page appears.

   Note

   At any time, at the top of the Companies tab, you can click Discover to discover more ConnectWise PSA companies.