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ConnectWise PSA integration

What the ConnectWise PSA integration does

What Lemhi pushes into ConnectWise PSA, what it leaves alone, and which setup or usage article you need.

Written By The Lemhi Product Team

Last updated 1 day ago

Lemhi pushes Compass tasks into ConnectWise PSA as service tickets, or as project tickets under a project phase, so your technicians work them from the queue they already watch. Each pushed task shows its ticket number in Compass and opens the ticket in ConnectWise with one click.

Settings > Integrations. Once connected, the card shows Connected and the button reads Manage

How the integration works

What it does

What it does not do

Creates a ConnectWise service ticket or project ticket from one Compass task, or from a set of tasks

Create ConnectWise companies, projects, or phases. They must already exist in ConnectWise

Files the ticket under the client's ConnectWise company, on the service board you choose, or in the project and phase you choose

Set the ticket's status, priority, type, assignee, or contact. Those follow your board (or the project) and ConnectWise defaults

Puts a link back to the Compass task at the top of the ticket, so a technician can act without opening Lemhi

Change or delete your ConnectWise tickets. The one exception: linking an existing ticket adds a single note to it

Shows the ticket number and its current ConnectWise status on the Compass task, and completes or reopens the task within seconds when the ticket is closed or reopened in ConnectWise

Sync notes, time entries, or attachments

Links a Compass task to a ticket a technician already opened

The integration works with ConnectWise PSA (the classic PSA REST API). ConnectWise Automate and the ConnectWise Asio platform are not part of it.

Which part do you need?

You are

What you do

Articles

The MSP admin setting this up (once)

Create the API member in ConnectWise, connect it in Lemhi, choose a default service board (needed even if you push to projects), map your clients

Create the security role, API member, and keys, Check your service boards, Connect and choose a default board, Map clients

A vCIO or account manager (ongoing)

Push Compass tasks to ConnectWise, link existing tickets, track where work went

Push a task to a ticket, Link a task to an existing ticket, See which tasks have tickets

Anyone, when something looks wrong

Find the symptom and the fix

ConnectWise errors and fixes

Before you start

  • ConnectWise is turned on for your Lemhi account. Lemhi turns the integration on for each partner, and it needs Compass. If Settings › Integrations has no ConnectWise PSA card, ask your Lemhi contact to turn it on.

  • HaloPSA is not connected. Lemhi pushes to one PSA per tenant.

  • A ConnectWise PSA login with access to the System module (security roles, members, and setup tables).

  • A Lemhi login with the Admin role. Only an Admin can connect ConnectWise, choose the default board, and map clients.

  • Somewhere safe to hold two 16-character keys for a few minutes. ConnectWise shows the private key only once.

Allow about 15 minutes for the ConnectWise setup and the Lemhi connection. Client mapping depends on how many clients you have; auto-map does most of it.

Next

Create the security role, API member, and keys in ConnectWise

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