Set up integration

Before you can map and sync customer data, you need to configure ConnectWise and do initial setup tasks.

First you need to configure ConnectWise and then you can integrate Connectwise and Sophos Central Partner.

Configure ConnectWise

Start this process by opening Connectwise Manage and setting up the required items.

  1. Open the Product Catalog, click Procurement and then Product Catalog.
    ConnectWise catalog
  2. You need to search for the miscellaneous records. In the Product ID enter misc and change the Status to All.

    These records are set to Inactive by default.

    Product ID in ConnectWise
  3. Click on each of the records to open them.
  4. Click on ACTIVATE in each record to enable them.
    Product activation in ConnectWise

Integrate Connectwise and Sophos Central Partner

You need to:

  • Make sure that the integrator login account is present in ConnectWise.
  • Generate API keys for integration: a Public Key and a Private Key.
  • In Sophos Central Partner:

    Enter ConnectWise details, including the API keys.

These steps are described in detail in the sections that follow.