Connect your XAI instance to your ConnectWise for automated data sync

What does the ConnectWise integration do?

The ConnectWise integration allows you to connect your XAI instance to your ConnectWise account in order to automatically share and update data between both accounts and centralize your ConnectWise data in your XAI instance.

How do I setup the ConnectWise integration?

Contact your Customer Success Representative to open up your advanced settings panel, where you'll be able to add your ConnectWise account using your ConnectWise Public Key and Private Key, URL, and app cookie. You can also specify which data fields you'd like to synchronize, and whether or you'd like synchronizations to be bi-directional, XAI to ConnectWise, or ConnectWise to XAI.

Support for the ConnectWise integration

The Xperx team will happily assist you with connecting to your ConnectWise account. However, any configurations required on the ConnectWise side will be your responsibility.