Initial setup in Sophos Central Partner

Follow these steps to set up Sophos Central Partner.

To set up integration with ConnectWise, do as follows:

1. Click the Settings & Policies icon .
2. Under APIs & Intergrations, click PSA integration.
3. On the PSA Integration page, under ConnectWise Integration Guide, click Get Started.
4. On the ConnectWise PSA page. click Set up integration.
5. Enter the ConnectWise integration details.

6. Click Save.

   Note

   If the data you entered is invalid, an error message is displayed. Enter the correct data and click Save again.

   

7. The PSA Integration page now displays the details of your ConnectWise settings and the list of customers.

   Sophos Central retrieves all active agreements that you have set up in ConnectWise. Each of those existing agreements links a company to an agreement type.

   Note

   If you need to view or change your ConnectWise settings in future, click Edit Details under Details in the upper left of the page.

   

Now continue to the next section to map your Sophos Central Partner customers with those in ConnectWise.

If you have problems connecting with ConnectWise see ConnectWise troubleshooting.