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Deploying the MSP Process Pod in ConnectWise

The MSP Process pod can be deployed to both the Contact-level UI in ConnectWise, and the Service Ticket-level. This KB article will walk you through how to set both options up.

Obtaining the Pod URL from MSP Process

In MSP Process, navigate to Settings -> Integrations -> PSA Integrations and then select your ConnectWise Integration.  Then click the copy button as shown below; you’ll need that URL in your clipboard when configuring the MSP Process pod in ConnectWise. 

Accessing the ‘Managed Hosted API’ Setup Table in ConnectWise

  1. Login to your ConnectWise instance
  2. Navigate to System -> Setup Tables
  3. Search for the word *hosted and click into the Managed Hosted API table as shown below: 

Adding the Pod to the Contact-level

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. 

Adding the Pod to the Service Ticket-level

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.