HaloPSA PSA Integration checklist

To streamline the process and get you up and running, follow the steps in the order below.

	Check each step as you work through the process
	Step 1 – Review the prerequisites.
	Step 2 – Download the ConnectWise Manage client. Contact ConnectWise for more information on obtaining this client.
	Step 3 – Obtain the ConnectWise Manage API keys.
	Step 4 – Configure N-able N-central:
	Step 4-1 – Configure N-able N-central to Communicate with ConnectWise Manage.
	Step 4-2 – Map N-able N-central Customers/Sites to ConnectWise Manage Customers/Sites.
	Step 4-3 – Map N-able N-central devices.
	Step 4-4 – Set up a Device Export Profile.
	Step 4-5 – Set up a Ticketing Recipient.
	Step 4-6 – Configure notifications to update a ticket status.