First, login to your ConnectWise account
Create an Integrator Login ID
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To integrate other web applications with your ConnectWise account, you
need to create an Integrator Login ID
Here's how you can create your Integrator Login ID
*
Click ...
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Now login to your AMP account & Go to> CRM > CRM.
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Click on the "Configure Button" icon in Mindmatrix.
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Enter your ConnectWise CRM integrator login credentials.
NOTE: You can create only a single ConnectWise integrator ID per
company. E...
STEPS TO CREATE CUSTOM MENUS IN CONNECTWISE CRM:
STEP 1: From within the ConnectWise client navigate to System --->
Setup Tables
STEP 2: Search for the _CUSTOM MENU ENTRY_ setup table and click on
that table link
STEP 3: Click the _NEW ICON_ in ...
FOLLOW THIS ARTICLE ON HOW TO PUSH AN OPPORTUNITY FROM MINDMATRIX TO
YOUR CRM.
[http://my.mindmatrix.net/index.php?/Knowledgebase/Article/View/584/0/how-do-i-push-an-opportunity-into-my-crm#gsc.tab=0]
HOW TO VIEW THE PUSHED OPPORTUNITIES WITH CONTACTS I...
As you prepare for your CRM integration, you may be wondering which
fields you can map from ConnectWise into Mindmatrix. Below is the
complete list of ALL fields which can be synced between the platforms.
* Address1
* Address2
* Caption
* City
...
In order to set up an integration between Mindmatrix and Connectwise,
you will need to create an integrator login. Please follow the steps
below to setup your integrator login.
Step 1: Log into your Connectwise account
Step 2: Click on the 'System' ic...
Knowledgebase : CRMs and Integrations > Connectwise