Set up
One-time setup by the MSP admin: ConnectWise role and keys, connection, boards, client mapping.
- Create the security role, API member, and keys in ConnectWiseCreate a narrow security role, an API member, and a key pair in ConnectWise PSA so Lemhi can connect.
- Check that your service boards have a default status and teamConfirm each ConnectWise service board has a default status and default team so Lemhi can file Compass tickets on it.
- Connect ConnectWise to Lemhi and choose a default boardEnter your ConnectWise site, company ID and keys in Lemhi Settings, then choose the board Compass tickets land on.
- Map clients to ConnectWise companiesMatch each Lemhi client to its ConnectWise company with Auto-map, then finish the rest by hand.