Migrating from the v1 ConnectWise Pod to the v2 ConnectWise Pod
Setup new ConnectWise Pod v2
If you are not utilizing our new version of the pod it is very simple to update to the new one. You can also run them concurrently until you are sure v2 is working properly for you.
Login to MSP Process and go to Integrations -> PSA Integrations -> ConnectWise.
Once you click ConnectWise you will see v2 link as shown below and you can click the copy button next to it.
Now login to Connectwise and go to System -> Setup Tables and Search for Manage Hosted API.
Once you select it you can update your existing POD or create a new one and utilize both side by side until you are sure v2 meets all of your needs. The naming of your pods may be slightly different than mine below but we recommend updating both Contact and Service Ticket pods.
Select one of the existing ones to update it:
Update the origin link to:
To note if you want to create a new pod then the pod should look like the one above. The only setting to consider is whether you want the pod to be 600 or 800 in size. We generally recommend 800 if you have larger screens. If on a laptop you may want 600.