ConnectWise integration

You can connect your Sophos Central account to ConnectWise PSA®, a Professional Services Automation (PSA) tool.

You can sync Sophos Central alerts into the PSA as tickets and can be acknowledged from both Sophos Central and the PSA system. Only PSA tickets created for Endpoint Alerts will include a URL that links directly to the endpoint or server's device details page, providing quick access to the Computer Summary or Server Summary pages. Direct linking eliminates the need to track email alerts, manually set PSA ticket attributes for PSA-ingested emails, acknowledge alerts separately in Sophos Central and ConnectWise, and manually search for customers and devices in Sophos Central.

You can connect your accounts, if the following apply:

• You are part of the Sophos Managed Service Provider (MSP) program.
• You use Sophos Central Partner.
• You are a ConnectWise PSA user.

The following account types support the listed features:

• Usage: Supports MSP Flex account types only.

• Ticketing: Supports both Term and MSP Flex account types.

  Note

  You can turn on the ticketing features without configuring the usage feature.

In a ticketing-only configuration, syncing of ConnectWise companies is done automatically upon initial configuration and once every 24 hours. You can manually sync customer data and update company details using the Action options. See Actions.

Your Sophos Central customer data (in particular, usage of Sophos products) is then synchronized with ConnectWise. This eliminates the need to update the same data in two places manually and makes it easier to bill customers regularly for the products they use.

The license usage data is pulled from the Sophos Central database into ConnectWise at predefined intervals, for example nightly, using the ConnectWise API.