Map N-able N-central Customers or Sites to ConnectWise Manage Customers or Sites

Following the ConnectWise Manage PSA Integration Checklist, this is the second of six steps to integrate N-able N-central with ConnectWise Manage using the PSA Configuration feature in N-able N-central.

Mapping N-able N-central Customers or Sites to ConnectWise Manage companies is required for the following:

  • Ticketing
  • Billing
  • Device data export

The structure of the N-able N-central data must be mapped to the corresponding structure of the ConnectWise Manage data.

In addition to mapping to a ConnectWise Manage company, you can map a N-able N-central Customer or Site to a ConnectWise Manage site. If you specify a site, each exported device and created ticket will be assigned to a company and a site. Specifying a site has no effect on billing.

Specify a ConnectWise Manage Site for each N-able N-central Customer or Site.

  1. In the navigation pane, click Administration > PSA Integration > Customer Mapping.
  2. In the Customer Mapping screen, click a ConnectWise Manage Customer/Site Name.
    A drop-down list of ConnectWise Manage companies appears.
  3. Select the ConnectWise Manage site to which you want to map the N-able N-central Customer/Site.

    Selecting a ConnectWise Manage site is optional.

  4. Save your changes.

Specify a ConnectWise Manage Contact for each N-able N-central Customer or Site.

  1. In the navigation pane, click Administration > PSA Integration > Customer Mapping.
  2. In the Customer Mapping screen, click a ConnectWise Manage Customer / Site Name.
  3. A drop-down list of ConnectWise Manage companies appears.
  4. Select a ConnectWise Manage company.
    A drop-down list of ConnectWise Manage Contacts appears.
  5. Select the ConnectWise Manage contact that will be used for tickets created for N-able N-central Customer / Site.

    Selecting a ConnectWise Manage contact is optional.

  6. Save your changes.

Disable the Customer Mapping.

  1. In the navigation pane, click Administration > PSA Integration > Customer Mapping.
  2. Click a ConnectWise Manage Customer Name or ConnectWise Manage Site.
    A drop-down list of ConnectWise Manage customers or sites appears.
  3. Select Disabled.
  4. Save your changes.