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Knowledgebase : CRMs and Integrations > Connectwise
   

CREATE A CONNECTWISE API MEMBER Create a new ConnectWise API Member to authenticate with AMP. CREATING A MEMBER In your ConnectWise account, navigate to SYSTEM > MEMBERS, then click the API MEMBERS tab. Click the + icon to create a new member. En...
* 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 ...
CREATE A CONNECTWISE API MEMBER Video Link [https://youtu.be/Klh32LunaGw] Create a new ConnectWise API Member to authenticate with AMP. CREATING A MEMBER In your ConnectWise account, navigate to SYSTEM > MEMBERS, then click the API MEMBERS tab. C...
OPPORTUNITY FIRST IMPORT Feature: This feature will display a checkbox when the opportunity import has completed initial processing.   Who will be using this? Administrators   Benefits: Admins can see when initial import is complete and check ...
Reference this article to get started with TODO notifications from Mindmatrix. http://my.mindmatrix.net/index.php?/Knowledgebase/Article/View/507/0/how-do-i-create-smartlist-notifications#gsc.tab=0 [http://my.mindmatrix.net/index.php?/Knowledgebase/Articl...