Configure Auvik for inventory sync to ConnectWise Manage

Now that ConnectWise Manage has been set up for user-defined fields and configuration item types, we can put that configuration to use in the Auvik / ConnectWise Manage integration.

• Device identifier
  • Add identifier
  • Edit identifier
  • Delete identifier
• Device class mappings
  • Add class mapping
  • Edit class mapping
  • Delete class mapping
• Device make mappings
  • Add make mappings
  • Edit make mappings
  • Delete make mappings
• Field sync mappings
  • Add sync mapping
  • Edit sync mapping
  • Delete sync mapping
• Enable syncing
• Inventory mapping details
• Finding synced inventory

IMPORTANT! For a device to sync between Auvik and ConnectWise Manage, the device must match the configuration specified in Auvik.

For the device to sync, it must have an identifier and matching Auvik device class. A new configuration can only be created if the Auvik device class is mapped to a valid ConnectWise configuration type.

Device identifier

The device identifier is used to identify a device and sync it to ConnectWise Manage. It's also used to check whether a matching configuration record exists in ConnectWise Manage for Auvik to sync to.*

*Note: If a device's only identifier field in Auvik is "Unknown", it won't be synced over to ConnectWise Manage.

How to add a new device identifier

Options available for the identifier are limited to:

Auvik fields	ConnectWise Manage Fields	Note
Host Name	Notes	Device in Auvik must have a discovered device name.
Serial Number	Serial Number	Device in Auvik must have a discovered serial number.

Things to keep in mind for inventory sync:

• Device identifier of host hame
  • If the device name in Auvik doesn’t match the configuration record in ConnectWise Manage, a new configuration record is created.
• Device identifier of serial number
  • If the device in Auvik doesn’t have a discovered serial number, and you’ve chosen to use only the device identifier of serial number, the device won’t sync until a serial number is discovered.
  • If the device in Auvik has a discovered serial number, it must match an existing record in ConnectWise Manage by character, not by case. For example, if the Auvik serial number is AS1623145367, and the ConnectWise Manage configuration record shows the serial number as as1623145367, this would match. A new record won’t be created. But if the ConnectWise Manage configuration record shows the serial number as as-1623145367, this wouldn’t match the serial number in Auvik and a new configuration record could be created.

1. From the Auvik dashboard, click Integrations from the side navigation bar.
2. In the displayed list of integrations, click the row for the ConnectWise Manage integration.
3. Click the Inventory tab.
4. From the Device Identifiers table, click the Add Device Identifier button.
5. Select the field(s) Auvik should use to match Auvik devices to ConnectWise Manage configurations.
6. Click Save.

If you’ve added both host name and serial number as device identifiers, you can decide the priority in which they should be tried. To change the priority, find the one you want to change and at the end of its row, click the Up arrow to increase the priority or the Down arrow to decrease priority.

The identifiers are based on an OR condition, applied in order of priority. For example, the above screenshot shows that a match would be based on the following rules:

1. If a configuration has both a matching Serial Number and Host Name, the first identifier in the list is selected;
2. Else if a configuration has just a matching Serial Number, that one is selected;
3. Else if a configuration has just a matching Host Name, that one is selected;
4. Otherwise, no matches have been found and a new configuration is created.

How to edit device identifiers

1. From the Auvik dashboard, click Integrations from the side navigation bar.
2. In the displayed list of integrations, click the row for the ConnectWise Manage integration.
3. Click the Inventory tab.
4. In the displayed list of device identifiers, find the one you want to edit. Click the box at the beginning of its row.
5. Click the Edit button.
6. Make the changes you want.
7. Click Save.

How to delete device identifiers

1. From the Auvik dashboard, click Integrations from the side navigation bar.
2. In the displayed list of integrations, click the row for the ConnectWise Manage integration.
3. Click the Inventory tab.
4. In the displayed list of device identifiers, find the identifier(s) you want to delete. Click the box at the beginning of its row.
5. Click the Delete button.
6. Confirm the cancellation by clicking Delete.

Device class mappings

Device class mappings are used to tell Auvik how you want to associate Auvik device classes with configuration types in ConnectWise Manage.  This is used to determine what value to set as the configuration type in ConnectWise Manage when creating new inventory records.

Auvik’s list of device classes can’t be changed but you can manage the configuration types in ConnectWise Manage. Once you’ve added a new product or configuration type in ConnectWise Manage, it takes a few minutes to appear in Auvik.

For a list of available Auvik device classes, see Auvik map icons and what they represent.

How to add a new device class mapping

1. From the Auvik dashboard, click Integrations from the side navigation bar.
2. In the displayed list of integrations, click the row for the ConnectWise Manage integration.
3. Click the Inventory tab.
4. From the Device Class Mappings table, click the Add Type Mapping button.
5. Select the Auvik device classes that should be synced with ConnectWise Manage and the configuration type they should be synced as.
6. Click Save.

Repeat to add each device class mapping for which you’d like devices synced.

How to edit device class mappings

Be aware: After devices have already synced, editing the ConnectWise Manage field for an existing mapping won’t update the type on the configuration record in ConnectWise Manage. Only new configuration records created from the next sync will show the updated ConnectWise Manage field type.

1. From the Auvik dashboard, click Integrations from the side navigation bar.
2. In the displayed list of integrations, click the row for the ConnectWise Manage integration.
3. Click the Inventory tab.
4. In the displayed list of device class mappings, find the one you want to edit. Click the box at the beginning of its row.
5. Click the Edit button.
6. Make the changes you want.
7. Click Save.

How to delete device class mappings

Deleting a device class mapping prevents new records for that type from being synced or created in ConnectWise Manage.

1. From the Auvik dashboard, click Integrations from the side navigation bar.
2. In the displayed list of integrations, click the row for the ConnectWise Manage integration.
3. Click the Inventory tab.
4. In the displayed list of device class mappings, find the identifier(s) you want to delete. Click the box at the beginning of its row.
5. Click the Delete button.
6. Confirm the cancellation by clicking Delete.

Device make mappings

Device make mappings are used to determine which device makes in Auvik should be synced, and to what value of vendor and manufacturer to use in ConnectWise Manage when updating inventory records.

Auvik’s list of makes can’t be changed but you can manage the vendors and manufacturers in ConnectWise Manage. Once you’ve added a vendor or manufacturer in ConnectWise Manage, it takes a few minutes to appear in Auvik.

The Vendor (Company) dropdown shows you a list of all active companies in ConnectWise Manage. This is consistent with what’s allowed in ConnectWise Manage today. The Manufacturer dropdown shows you a list of all active manufacturers that have been added to ConnectWise Manage.

How to add a new make mapping

1. From the Auvik dashboard, click Integrations from the side navigation bar.
2. In the displayed list of integrations, click the row for the ConnectWise Manage integration.
3. Click the Inventory tab.
4. From the Device Make Mappings table, click the Add Make Mapping button.
5. Select the Auvik fields that should be synced with ConnectWise Manage and the vendor and/or manufacturer they should be synced as.
6. Click Save.

Repeat these steps to add each device make mapping you’d like synced.

You can also click the Auto button to have all Auvik makes with a matching vendor or manufacturer as found in ConnectWise Manage automatically mapped. If there’s no match found, you could see:

(1) there’s no entry for a device make, or

(2) either the vendor or manufacturer appears blank.

Any subsequent Auto syncs only pick up new makes that haven’t yet been mapped. If there’s already a mapping, it won’t be updated. You must update it manually.

How to edit make mappings

1. From the Auvik dashboard, click Integrations from the side navigation bar.
2. In the displayed list of integrations, click the row for the ConnectWise Manage integration.
3. Click the Inventory tab.
4. In the displayed list of make mappings, find the one you want to edit. Click the box at the beginning of its row.
5. Click the Edit button.
6. Make the changes you want.
7. Click Save.

How to delete make mappings

Deleting a make mapping field prevents that make from being synced for new configurations. Any data previously synced will remain on the configuration item in ConnectWise Manage.

1. From the Auvik dashboard, click Integrations from the side navigation bar.
2. In the displayed list of integrations, click the row for the ConnectWise Manage integration.
3. Click the Inventory tab.
4. In the displayed list of make mappings, find the fields(s) you want to delete. Click the box at the beginning of its row.
5. Click the Delete button.
6. Confirm the cancellation by clicking Delete.

Field syncing

Field syncing allows you to select the specific details about a device that should be synced from Auvik to ConnectWise Manage.

Auvik’s list of fields can’t be changed, but you can manage configuration questions in ConnectWise Manage. Once you’ve added a new question in ConnectWise Manage, it takes a few minutes to appear in Auvik.

The Auvik fields available for selection are limited to: 

• Contract renewal availability
• Description
• Device ID (Auvik API ID for the device)
• Device make
• Firmware version
• Host name
• IP address
• Last mapped (date) *
• Last support status
• MAC address
• Model name
• Recommended software version
• Sales availability
• Serial number
• Service attachment status
• Service status
• Software maintenance status
• Software version
• Vendor name
• Warranty expiration date
• Warranty status

* Last mapped (date) refers to the last date that the configuration is mapped to a device in Auvik. It’s formatted in yyyy-mm-dd and in UTC. This field is updated daily.

How to add new sync fields

When adding sync field mappings, you have the option to select whether the mapping should be applied to all ConnectWise Manage configuration types or to a specific configuration type.

For all configuration types, sync field mappings are limited to:

• Device ID (Auvik API ID for the device)
• Device make **
• Host name
• IP address
• Last mapped (date)
• Mac address
• Model name
• Serial number
• Site

** For device make, you’ll want to map to the manufacturer or vendor (Company) fields in ConnectWise Manage.

For specific configuration types, sync field mappings are for ConnectWise Manage questions added including:

• Contract renewal availability
• Description
• Firmware version
• Last support status
• Recommended software version
• Sales availability
• Service attachment status
• Service status
• Software maintenance status
• Software version
• Vendor name
• Warranty expiration date
• Warranty status

All questions for a ConnectWise configuration type should be marked as Optional, not Required. This ensures all data will sync successfully.

Note: Vendor (Company) is different from Vendor Name. Vendor (Company) syncs to existing ConnectWise Manage configuration fields. Vendor Name syncs to a configuration type question, which you need to add in ConnectWise Manage for each configuration type.

1. From the Auvik dashboard, click Integrations from the side navigation bar.
2. In the displayed list of integrations, click the row for the ConnectWise Manage integration.
3. Click the Inventory tab.
4. From the Field Sync Mappings table, click the Add Sync Field button.
5. Select if the mapping should be applied to All Configuration Types or a specific configuration type.
6. Select the Auvik fields that should be synced with ConnectWise Manage and the configuration type they should be synced as.
7. Click Save.

Repeat to add each device class mapping for which you’d like devices synced.

How to edit sync fields

1. From the Auvik dashboard, click Integrations from the side navigation bar.
2. In the displayed list of integrations, click the row for the ConnectWise Manage integration.
3. Click the Inventory tab.
4. In the displayed list of sync fields, find the one you want to edit. Click the box at the beginning of its row.
5. Click the Edit button.
6. Make the changes you want.
7. Click Save.

How to delete sync fields

Deleting a sync field prevents that field from being synced for new configuration types. Any data previously synced will remain on the configuration item in ConnectWise Manage.

1. From the Auvik dashboard, click Integrations from the side navigation bar.
2. In the displayed list of integrations, click the row for the ConnectWise Manage integration.
3. Click the Inventory tab.
4. In the displayed list of sync fields, find the fields(s) you want to delete. Click the box at the beginning of its row.
5. Click the Delete button.
6. Confirm the cancellation by clicking Delete.

Enable syncing

Once you’re done configuring your Auvik / ConnectWise Manage integration for inventory sync, check Enable Inventory Syncing and click Save.

How to see inventory mapping details

If you’ve enabled an inventory sync between Auvik and ConnectWise Manage, you can see which devices have and haven’t been sent between the two applications.

1. From the Auvik dashboard, click Integrations from the side navigation bar.
2. In the displayed list of integrations, click the row for the ConnectWise Manage integration.
3. Click the Inventory Mappings tab.
4. MSP only: From the list of clients, highlight which client you want to see inventory mapping details for.

There are three tables of detail available. On each table, you can use filters to show only certain details. For more information on filtering, see How to filter data in Auvik.

• Mapped Devices shows a list of all devices sent from Auvik to ConnectWise Manage and how they’ve been mapped.
• Unmapped Devices shows a list of all devices in Auvik that haven’t been mapped to devices in ConnectWise Manage.

After configuring inventory sync, if you find that inventory hasn’t synced or there are duplicate entries, see How do I troubleshoot issues with my Auvik / ConnectWise Manage integration? for possible solutions.

Now that inventory is configured for syncing, you can keep an eye on the sync results, and force a sync if needed.

Finding inventory

Details for device inventory sent from Auvik to ConnectWise Manage can be found in four places:

• Companies > Configurations

• Service Desk > Configurations

• The Configurations tab when viewing a service ticket

• The Configurations tab when viewing a company record