One of the benefits of Strety for EOS or 1x1 Management, is that it doesn't feel like another tool you have to log into. Especially for To Dos that come out of Meetings, Rocks, Issues, and Headlines. This is because we have the ability to link a To Do to Connectwise Tickets, Projects, & Activities.
And even better, when a Connectwise Ticket or Activity is in a resolved status, Strety will mark that To Do as closed automatically! (Note, we sync every 30 minutes unless you manually sync from the To Do). See a video for how this works!
Notes on the Integration
Once you link a To Do to Strety, you cannot mark it as closed or not closed in Strety. You have to manage the status of the To Do from the ticket itself.
Strety only links with Service Tickets, Projects, & Activities
We do link with ON PREMISE databases. Just have to hardcode your on premise host URL where the first dropdown is below.
Company is your company_id (try logging out of CW and seeing what you use to log into Connectwise).
Connecting and Editing Connectwise Integration in Strety
But first you have to set up the Connectwise Integration in Strety and customize which company types and which boards you want to have available when creating or linking tickets.
From Integrations in Adminland click Add Connectwise
Add your Host, Company, Public Key, and Private Key
Security Roles in Connectwise
The good news is we only need a few security roles in Connectwise. Here's how to set us up there.
1. Logon to ConnectWise Manage
2. Click System
3. Choose Security Roles
4. Click + to create a new Security Role
5. Enter Strety_Integration for the Role ID
6. Click Save
7. Expand Service Desk
8. Set Resource Scheduling to All | None | None | All
9. Set Service Tickets to All | None | None | All
9b. Expand Companies
9c. Set CRM/Sales Activities to All | None | None | All
9d. For Projects, select the following:
Project Headers to Inquire Level = All
Project Phase to Inquire Level = All
Project Ticket Tasks to Add Level = All & Inquire Level = All
Project Tickets to Add Level = All & Inquire Level = All
10. Expand Companies
11. Set Company Maintenance to None | None | None | All
12.. Expand System
13. Set Member Maintenance to None | None | None | All
14. Click Save & Close
Create ConnectWise Manage API Member
1. Click System
2. Choose Members
3. Select API Members
4. Click+to create a new API Member
5. Enter Strety as the Member ID
6. Enter Strety Integration as the Member Name
7. Choose Strety_Integration from the Role ID drop-down
8. Click Save
9. Select the API Keys tab
10. Click+ to create a new API Key
11. Enter Stety API Key in the Description field
12. Click Save
13 Record the Public and Private key in your password repository
Seems like a lot of steps but it'll be quick! Then you're all set to create tickets and activities from Strety or link to them.
Common Troubleshooting
If you run into a Failed to create ticket error due to security permissions, it's likely related to board access restrictions for the API user. Please remove any restricted service boards from the Service Defaults section
