PSA Integration – ConnectWise

Key Features

1. Centralized Management: BDRSuite’s integration with ConnectWise Manage provides a centralized platform for managing backup and disaster recovery operations across all client environments. Service providers can access critical information and perform tasks from within the ConnectWise Manage interface, eliminating the need to switch between multiple tools.
2. Automated Ticketing: The integration automatically generates tickets in ConnectWise Manage for backup-related events, such as failed backups or storage capacity issues. This ensures prompt attention to issues and enables proactive resolution, minimizing downtime and data loss for clients.
3. Real-time Monitoring: Service providers can monitor backup and disaster recovery activities in real-time through the ConnectWise Manage dashboard. Detailed reports and alerts provide insights into backup status & other metrics, empowering providers to proactively address potential issues before they escalate.
4. Efficient Workflow: Integration with ConnectWise Manage streamlines workflow processes by synchronizing client information, tickets, and billing data between the two platforms.
5. Customizable Reporting: BDRSuite’s integration with ConnectWise Manage enables customizable reporting capabilities, allowing service providers to create tailored reports on backup, recovery, etc.
6. Billing Integration: With seamless integration between BDRSuite and ConnectWise Manage, service providers can accurately track and bill clients for backup and disaster recovery services.

How ConnectWise Integration works in BDRSuite

By enabling ConnectWise Ticketing in BDRSuite the Backup, Restore, Replication, and Integrity Check tasks can be tracked and managed based on their state (Success/Failed/Warning). Tickets for these tasks will be created in your ConnectWise Manage account and assigned to the appropriate Service Boards, according to your configurations.

ConnectWise Integration in BDRSuite – Configuration

• ConnectWise Manage Authentication: Navigate to Backup Server -> Credential Management -> ConnectWise Manage and provide the ConnectWise Server/Site, Company ID, Public Key and Private Key to connect the ConnectWise account and BDRSuite backup server.
• Enable the ConnectWise Ticketing: Navigate to Reports -> ConnectWise Ticketing to enable the ConnectWise Ticketing.
• Add Ticketing Configuration: Click on Add Ticketing Configuration and provide the necessary details to initiate the ticketing process.