PSA integration

ConnectWise Manage

Put ConnectWise tickets, companies, and contracts on the same page as your RMM alerts, backups, and billing.

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What Vectis syncs

The read side of the adapter. Pulled on a schedule and available everywhere the customer account surface lives.

Companies — every ConnectWise company becomes a Vectis customer account
Service tickets with full status, priority, board, and conversation history
Agreements and agreement types (the contract rail for margin + leakage)
Time entries against tickets
Members + contacts so rules can route to the right assignee

Actions Vectis can take

Write-back methods this adapter exposes. Rules can call them; so can inline actions on the customer hub. Every action is logged to the audit trail.

Reply to tickets inline from the customer hub — the reply lands in ConnectWise as a public note
Post internal notes (private notes) on any ticket
Update ticket status through the ConnectWise status workflow
Create a ConnectWise ticket from an RMM alert or a rule — one click, linked both ways

How it correlates

One customer, every tool.

Vectis is about ConnectWise Manage joining your other systems around the customer account — not a standalone dashboard. Two concrete examples:

RMM alert → PSA ticket, automatically

A NinjaOne or Kaseya alert fires for a device that Vectis already maps to a ConnectWise company. A rule opens a ConnectWise ticket on the right board, with the device name and the alert body, and links the ticket back to the alert in Vectis.

Backup failure → ticket on a dedicated board

Datto flags three consecutive backup failures on a BCDR device. A rule opens a ConnectWise ticket on the board of your choice with priority set by device criticality. No more dispatchers copying alert text between tabs.

Setup snapshot

What connecting looks like.

Generate a ConnectWise API Member in System → Members → API Members, then capture its public + private keys and your Client ID from developer.connectwise.com. Paste them into Vectis along with your regional site URL (na, eu, etc.) and your company ID. Vectis tests the connection against the /system/info endpoint before saving. The first full sync pulls companies, tickets, and agreements; subsequent runs are incremental. Webhooks are optional but recommended — configure them once and tickets update in Vectis without waiting for the next sync.

Full setup guideavailable after signup

Try Vectis with ConnectWise Manage.

14-day free trial. Connect ConnectWise Manage at signup. See every customer with their full context on day one. Cancel anytime during the trial at no charge.

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