Setting up the ConnectWise Ask Pod

Details on how to set up the CrushBank Ask Pod within ConnectWise

Before setting up the Pod, please reach out to support@crushbank.com and send us your ConnectWise URL and mention you are looking to set up the Pod so we can allow the connection on the backend. 

  1. System> Set up tables
  2. Under the column tables type in Manage Hosted API
    Manage Hosted API
  3. Click on + to add a new item
    Add new Hosted API
  4. Under Description name the Pod. We suggest CrushBank or CrushBank Pod.
  5. Under Screen, select Service ticket. This is where the Pod will be displayed. If you want it on more than one you can create a second Manage Hosted API and select the second screen. 
  6. For URL enter: https://connectwise.crushbank.com/askme?op=pod
  7. Make sure you select Pod and not tab
  8. Pod Height: 500 pixels
    Pod Setup
  9. To add the Pod to the Service Ticket, open an existing ticket and click on the gear icon near the top right of the page
    gear icon CW ticket
  10. Click on Pod Configuration and move your Pod over to the Displayed box. 
    pod configuration
View on Service Ticket
Final Pod view