Lifecycle Manager allows you to import your contracts from ConnectWise Manage.
Prerequisites
Ensure you have set up your ConnectWise Manage (CW Manage) integration and entered the necessary API keys into Lifecycle Manager. This article only focuses on the permission requirements needed for Lifecycle Manager to import your contracts in ConnectWise Manage. For the complete integration setup, refer to the ConnectWise Manage Integration Instructions article.
Step-by-Step Guide to Setting Permissions
For Lifecycle Manager to pull Agreements from ConnectWise Manage, the ConnectWise Manage Security role set up for the Lifecycle Manager API key must have the appropriate access. The following information guides you through ensuring that you have the correct access set up for the API key being used.
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Log into ConnectWise Manage
- First, log in to CW Manage using an account with administrative privileges.
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Access Security Roles
- In the left navigation pane, click on System.
- Choose Security Roles.
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Modify the Security Role for the API Member
- Locate the security role associated with the API member used for Lifecycle Manager.
- Click on the security role name to open the Security Modules page.
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Adjust Permissions in the Companies Module
- Click the down arrow next to Companies to expand the section.
- Change the Inquire Level permissions to All for Company Maintenance.
- Change the Inquire Level permissions to All for Company Maintenance.
- Click the down arrow next to Companies to expand the section.
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Adjust Permissions in the Finance Module
- Click the down arrow next to Finance to expand the section.
- Set the Inquire Level permissions to All for Agreement invoicing.
- Set the Inquire Level permissions to All for Agreements.
- Set the Inquire Level permissions to All for Invoicing.
- Click the down arrow next to Finance to expand the section.
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Adjust Permissions in the Procurement Module
- Click the down arrow next to Procurement to expand the section.
- Set the Inquire Level permissions to All for Products.
- Set the Inquire Level permissions to All for Products.
- Click the down arrow next to Procurement to expand the section.
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Save Your Changes
- Click Save.
- Click the Save icon at the top of the page.
Importing agreements from ConnectWise Manage
You can import agreements from ConnectWise Manage by following these steps on the Contracts page for a specific client:
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Open the Import Dialog
- Click Sync from PSA at the top of the Contracts page.
- Click Sync from PSA at the top of the Contracts page.
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Review Available Agreements
- A window lists all new or updated agreements from the client’s ConnectWise Manage account.
- By default, both agreements and their additions (if any) display.
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Select Agreements or Additions to Import
- Select the checkbox next to each agreement or addition you want to import.
- The number of selected items appears on the Sync [x] Selected Contracts button.
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Performing the Sync
- Click Sync [x] Selected Contracts to import the chosen items into Lifecycle Manager.
- Lifecycle Manager converts each imported agreement (and any additions) into a contract record.
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Read-Only Fields in imported agreements
- If a contract is synced from agreements in ConnectWise Manage, specific contract fields (status, billing cost, billing cycle) cannot be edited directly in Lifecycle Manager as the syncing is 1 way. ConnectWise Manage to -> Lifecycle Manager.
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Enabling Auto-Sync
- Enable the Auto-sync from PSA toggle in the import modal to have Lifecycle Manager automatically check for agreement changes every 24 hours.
- The Last synced timestamp at the bottom of the modal shows when the most recent sync occurred.
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On-Demand Sync
- You can initiate a manual sync at any time (Auto-sync from PSA must be toggled off) by selecting the desired agreements/additions and clicking Sync [x] Selected Contracts again.
Following these steps ensures that your Lifecycle Manager contracts stay up to date with any changes made in ConnectWise Manage.