Import to Accelo from Connectwise with a few simple steps and make your business faster more efficient and easier to manage.
Before you import your data from Connectwise, you will need to set up an Integrator account within Connectwise. To do this:
In Connectwise, go to System > Setup Tables > Integrator Login List
Create a new user:
After that, you'll want to create your API Keys.
Navigate to the bottom left, and go to Settings ---> Members.
Click on the API Members.
Next click on the API Keys tab.
Click the + icon, enter in a Description (preferably something to remind you it’s for Accelo) and then save. The page should refresh and show you a Public and Private key (blank in the screenshot, but you should have a value populated in yours). Make sure to copy and save these keys, as they'll only be available when you create them.
After you set up an Integrator account, navigate to Configurations and find Import & Exports to start the following step by step process:
On the first step of the Connectwise Import, enable your authentication details by entering your Public Key, Private Key, Connectwise server and Connectwise company name. This is not your normal login, it is the Integrator login account (see above). Click the Next Step button when you're ready.
The second step of the Connectwise import is to set your import options. You'll have to choose the status that you'd like to import your Companies under, whether you'd like to import tickets from ConnectWise as Accelo tickets, and map your Connectwise staff members against Accelo staff so that imported issues will be assigned to the correct staff member.
Once you've clicked the Start Import button, you'll be presented a confirmation screen that the import has begun. When the import has completed, you'll receive an automated email to let you know when an import is complete.
Accelo imports the most critical details of your ConnectWise tickets, companies and contacts, including: