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Last update: 2022-03-16

Map and synchronize your customers

You need to specify which ConnectWise customers and agreements correspond to which Sophos Central Partner customers.

To map and synchronize your customers, do as follows:

  1. On the PSA Integration page, find the customer you want to map.

  2. In ConnectWise Customer Name, enter the Company ID used by ConnectWise.

    1. To find the Company ID, open ConnectWise, find the company, and look in Company Details.
  3. Select the customer’s Agreement.

    Note

    You can only map one Sophos Central Partner customer to a ConnectWise Customer, and an agreement.

    The example scenarios below show a valid configuration and two invalid configurations.

    • Scenario 1. Sophos Central Customer 1 is mapped to ConnectWise Customer 1 and Agreement 1. This is valid.

    • Scenario 2. Sophos Central Customer 1 is mapped to ConnectWise Customer 2 and Agreement 2. This isn't valid.

    • Scenario 3. Sophos Central Customer 2 is mapped to ConnectWise Customer 2 and Agreement 1. This isn't valid.

  4. Under Sync to PSA, turn on synchronization.

    PSA synchronization

    Note

    All active agreements are synchronized. Agreements don't have to be unique.

  5. Repeat for each customer you want to map.

  6. Click Save. The mappings are saved in Sophos Central Partner.

If you have problems connecting with ConnectWise see Troubleshooting.

Synchronization doesn't happen immediately. By default, synchronizations happen once every 24 hours. However, if you want to perform a synchronization now, continue to the next section.

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