Setting up your ConnectWise Integration within CrushBank

1. Log into app.crushbank.com
2. Click on Admin at the top of the screen
3. Scroll down to Content Integrations and click Add New Integration
   
4. Click on ConnectWise
   
5. Fill out the following fields 
   1. Integration Name (this is what is going to show up when searching in the system)
   2. API Key- created here
   3. Site- your CW URL (don't include https when entering it in)
   4. Company ID- the company field when you log into ConnectWise (this is case sensitive)

Import Settings

1. Import Types- select which ones you want to bring in from ConnectWise
   1. Configurations with or without passwords
   2. Configuration Documents
   3. Contacts
   4. Tickets
   5. Knowledge Article
2. Ticket Details
   1. We default to bring everything in which is needed for our Pod functionality
3. Service Boards
   1. Select any service board you are actively using to close tickets as well and any board that has good notes on in (this may include inactive boards)
4. Company Types
   1. Select which types you are actively using on your Companies
5. Company Status
   1. Select which statues you are actively using on your Companies

Date Cutoff

Select the amount of years of data you want to ingest into CrushBank. This is usually defined in your contract.