Create a POD on Connectwise dashboard

In MSP Process, Click on Integrations -> PSA Integrations and then select your ConnectWise Integration. 

Then select the copy button as shown below to get the link needed for the CW Pod Setup. 

Then go into ConnectWise and select System -> Setup Tables. Once in setup tables search for the word manage and click into Managed Hosted API as shown below: 

Click the Plus sign to add a new Integration: 

You can then fill in the information below as shown. The link you copied will be pasted into the URL field. Once you fill in the info click Save and Close. 

We will then create one more by clicking the Plus again and setting up this one as a Service selection as shown below. All the settings are the same except for the name and the Screen should be set to "Service". Save and close once finsihed. 

Open your contact under Comapnies -> Contacts and then click the Plus or Configuration Gear box as shown to add the new Pod to your Contact Screen. Once you do you will need to login with your MSP Process credentials. 

Create a service ticket using your contact and add the Service pod to the service ticket as shown below. 

Please note that each of your users may need to add these pods to their layout (the last two steps above) but they should already be there for them to add to their view.