1. Connect your first integration
Vectis pulls customer data from your existing tools. Start with your PSA — usually ConnectWise Manage — or your RMM, usually NinjaOne. You can add more later.
- Go to Admin → Integrations and click Configure on the integration you want.
- Follow the provider-specific guide to gather credentials: ConnectWise or NinjaOne.
- Paste the credentials, click Test, then Save.
2. Run your first sync
Once the test passes and the integration is saved, click Sync now. The initial sync usually takes 2-5 minutes depending on how many customers, tickets, and devices you have.
You can close the tab — syncs keep running. Your dashboard will show a live progress card while the first sync is in flight.
3. Open the customer hub
Once the sync finishes, head to Customers. Pick any row. The detail page shows tickets, devices, alerts, backups, contracts, invoices, notes, and a unified timeline — all on one scrollable page.
This page is the product’s center of gravity. Everything else in Vectis exists to get you here faster.
4. Set up rules (optional, powerful)
Once data is flowing, visit Rules. The template library has 10+ opinionated automations: “RMM critical alert with no open ticket → create ticket”, “backup failure → notify customer”, etc. Start with one in dry-run mode so you can preview what it would fire on before going live.
5. Invite your team
From Admin → Users, invite your dispatchers, techs, and account owners. Roles are Admin (full), Member (all operational actions), Viewer (read-only).