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Configure Auvik for inventory sync to ConnectWise Manage

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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

The device identifier is used to identify existing configuration records in ConnectWise Manage to sync to.

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How to add a new device identifier

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Options available for the identifier are limited to:

Auvik fields

ConnectWise Manage Fields

Host Name

Notes

Serial Number

Serial Number

  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.

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The identifiers are based on an OR condition. For example, the above screenshot shows that a match would be based on either serial number OR host name.

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 classes are used to identify which devices in Auvik should be synced, and to what value, 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.

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How to add a new device class mapping

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  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.

IMPORTANT! For a device to sync between Auvik and ConnectWise Manage, the device must match the configuration specified in Auvik. Inventory mapping configurations are treated as ANDs and ORs.

For example, in the screenshot below, configuration in Auvik is set as follows:

Device Identifier is Serial Number OR Device Identifier is Host Name AND Device Class Mapping is [Access Point].

For the device to sync, it must have an identifier and matching Auvik device class.

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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 allow you to identify which device makes in Auvik should be synced, and to what value of vendor and manufacturer 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.

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How to add a new make mapping

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  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 specific detail 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 type 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 description, device make, firmware version, host name, IP address, Mac address, model name, serial number, software version, and vendor name.

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How to add a 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 make (*), host name, IP address, Mac address, model name, and serial number. For device make, you’ll want to map to the Manufacturer and Vendor (Company) fields in ConnectWise Manage.

For specific configuration types, sync field mappings are for ConnectWise Manage questions added including description, firmware version, software version, and vendor name (*). All questions for a ConnectWise configuration type should be marked as Optional, not Required. This ensures all data will sync successfully.

* 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.

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  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.

Allow sync to inactive configurations

If you’d like to allow Auvik to update inactive configuration records, check Allow sync to inactive ConnectWise Manage configurations, then click Save. If you allow Auvik to update inactive configuration records, this changes the status of the ConnectWise Manage record to Active.

Leaving the option unchecked (disabled) means Auvik won’t update a configuration record in ConnectWise Manage, once the record has been switched from Active to Inactive in ConnectWise Manage. Note that if the device you set to Inactive in ConnectWise Manage is still active in Auvik, Auvik will search ConnectWise Manage for a matching Active record. It won’t find one (because the record has become Inactive), so using your set Device Identifier, Auvik will create a new configuration record for that device.

Enable syncing

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

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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.
  • Unmapped Configurations shows a list of all devices in ConnectWise Manage that haven’t been mapped to devices in Auvik.

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.

Finding inventory

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

  • Companies > Configurations

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  • Service Desk > Configurations

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  • The Configurations tab when viewing a service ticket

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  • The Configurations tab when viewing a company record

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