ConnectWise PSA
by ConnectWise
Professional services automation for MSPs, formerly ConnectWise Manage.
- Category
- IT, Security & Monitoring
- Type
- RMM & PSA
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Username and password
02Data
What you can sync.
- Service tickets
- Time entries
- Agreements
- Companies
- Invoices
Join ConnectWise PSA service tickets with assets and people data to see risk by team, system and owner.
Need more? Name any other ConnectWise PSA data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- A username and password
ConnectWise PSA uses a username and password. You add the credentials once, when the AI asks for them, and it tells you where to create them in ConnectWise if you need help.
04How it works
How it works in DataMind.
-
Pick ConnectWise PSA.
Open Lake, pick ConnectWise PSA in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the ConnectWise PSA API docs.
-
Answer a few questions.
The AI reads the ConnectWise PSA documentation, then asks which credentials you will use, which data to sync (for example service tickets and time entries), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then ConnectWise PSA data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
