Import Contacts and Create Mapping

Import Contacts from ConnectWise Manage

You can import your user contacts from ConnectWise Manage to improve ticket detailing. To do this, proceed as follows:

1. Open the Management Console.
2. In the Settings menu, select ConnectWise PSA.
3. On the Contacts Mapping tab, click Import Contacts.

As Managed Backup is integrated with ConnectWise, it allows you to import the required contacts from your ConnectWise platform into Managed Backup.

Create Mapping with Management Console Users

To create a binding of a ConnectWise contact to the Management Console user, perform the following:

1. Open the Management Console.
2. In the Settings menu, select ConnectWise PSA.
3. On the Contacts Mapping tab, select the Management Console user to bind and click the edit button.

4. In the Edit Mapping dialog, select the ConnectWise contact to create binding and click Save.

Now the Management Console user is associated with the selected ConnectWise contact.

Edit Mapping with Management Console Users

To change the binding of the ConnectWise contact to the Management Console user, perform the following:

1. Open the Management Console.
2. In the Settings menu, select ConnectWise PSA.
3. On the Contacts Mapping tab, select the Management Console user to change mapping and click the edit button.

4. In the Edit Mapping dialog, select the ConnectWise contact to change binding and click Save.

Now the Management Console user is associated with another ConnectWise contact.

Edit Mapping with Management Console Companies

To remove the binding of the ConnectWise contact to the Management Console user, perform the following:

1. Open the Management Console.
2. In the Settings menu, select ConnectWise PSA.
3. On the Contacts Mapping tab, select the Management Console user to remove mapping and click the remove binding button.

4. In the Remove Binding dialog, check the user and click Remove.

Now the Management Console user is no longer associated with any ConnectWise contact.