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Setting Up Your Public/Private API keys in ConnectWise Manage
Essential to every integration is the public/private ConnectWise API key creation within the Member setup area of ConnectWise Manage. When you are asked to set up your public and private keys for an integration, these are the steps to take: Open ConnectWise PSA and log in with an account that has access to the Members […]
Show Child Agreement Details on Invoices
At NexNow, we’ll often get requests for custom invoice templates that display things in a way that’s a bit outside the box. One client did a lot of agreement bundling and some child agreements needed to have their titles and products show on the invoice. Since ConnectWise doesn’t allow us to specifically call out child agreements when […]
How to Customize Your Own Standard Report in ConnectWise
ConnectWise comes with some useful built-in reports. However, there are usually a few things MSPs want to tweak so that each report fits their specific requirements. Here’s how to customize your own standard report.