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...
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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 ...
Knowledgebase : CRMs and Integrations > Connectwise