Deploying the MSP Process Pod in ConnectWise

In MSP Process, navigate to Integrations -> PSA Integrations and then select your ConnectWise Integration. 

Then select the copy button as shown below; you'll need that when configuring the MSP Process pod in ConnectWise. 

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

Click the + sign to add a new entry: 

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 + button again and setting up this one as a Service Ticket selection as shown below. All the settings are the same except for the name and the Screen should be set to "Service Ticket". Save and close once finished. 

Open your contact under Companies -> 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 MSP Process pod to the Service Ticket as shown below. 

Please note that each of your users will 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.