Knowledgebase - Powered by Kayako Help Desk Software
Search for articles: To find answers to your questions, enter topics into the search bar below. For example, type: "How do I share contacts?" or "Notifications".



RSS Feed
Knowledgebase : CRMs and Integrations > Connectwise
   

First, login to your ConnectWise account Create an Integrator Login ID * 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 ...
* Now login to your AMP account & Go to> CRM > CRM. * Click on the "Configure Button" icon in Mindmatrix. * 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...