Configure Auvik for inventory sync to ConnectWise PSA

Now that ConnectWise PSA has been set up for user-defined fields and configuration item types, we can put that configuration to use in the Auvik / ConnectWise PSA 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 PSA, the device must match the configuration specified in Auvik.

Inventory Sync Options

You can refine how Auvik matches devices to ConnectWise PSA configurations by enabling the following options:

• Use Configuration Type When Matching
  When this option is selected, Auvik will consider both the device class and its mapped configuration type when matching to ConnectWise PSA configurations. This helps ensure devices are linked more accurately. 
  Note: If you expect that you will update the device class in Auvik and want to keep the matched configuration in sync, add a field sync mapping for Device Class Mapping to Configuration Type. Some configuration types cannot be updated. See this section for details.
   
• Only Match to Active Configurations
  Enable this option to restrict matching to configurations in ConnectWise PSA that are currently marked as active. This prevents Auvik from linking to outdated or deprecated configurations.

You can control how configuration status is managed in ConnectWise PSA when Auvik devices are matched or deleted:

• Update matched configurations as active
  When Only Match to Active Configurations is disabled, enabling this option will automatically set the status of a matched configuration in ConnectWise PSA to active. Use the dropdown to select the configuration status that Auvik uses to mark the configuration as active. If you are using granular permissions for Table Setup in the ConnectWise PSA security role, Company / Configuration Status will need to be added for Auvik to read the available statuses.
  Note: If Only Match to Active Configurations is checked, there are scenarios where matched configurations are accidentally marked as inactive in ConnectWise PSA, and you want to use Auvik as the source of truth for the device status, enable this option.

• Only Match to Active Configurations
  Enable this option to restrict matching to configurations in ConnectWise PSA that are currently marked as active. This prevents Auvik from linking to outdated or deprecated configurations.
  Note: If this option and Update configurations as inactive when Auvik device is deleted are enabled and a deleted device is re-discovered by Auvik, a new duplicate configuration item will be added because the previous configuration has been marked inactive.

• You can choose to sync only managed devices from Auvik to ConnectWise PSA.
  This helps keep your PSA configuration list clean by excluding unmanaged devices — ensuring only billable, managed assets are synced. Check Sync only managed devices to enable this.
• Update configurations as inactive when Auvik device is deleted
  Enable this option to automatically mark the corresponding ConnectWise PSA configuration as inactive when the associated device is deleted from Auvik. Use the dropdown to select the configuration status that Auvik uses to mark the configuration as inactive. If you are using granular permissions for Table Setup in the ConnectWise PSA security role, Company / Configuration Status will need to be added for Auvik to read the available statuses.
  
  

Device identifier

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

How to add a new device identifier

Options available for the identifier are limited to:

Things to keep in mind for inventory sync:

• Device identifier of host hame

  • If the host name in Auvik doesn’t match the configuration record in ConnectWise PSA, a new configuration record is created.

  • Can’t use host name if device name is already an identifier.

• Device identifier of device name

  • If the device name in Auvik doesn’t match the configuration record in ConnectWise PSA, a new configuration record is created.

  • Can’t use host name if host name is already an identifier.

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 PSA 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 PSA 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 PSA 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 PSA 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 PSA.  This is used to determine what value to set as the configuration type in ConnectWise PSA when creating new inventory records.

Auvik’s list of device classes can’t be changed but you can manage the configuration types in ConnectWise PSA. Once you’ve added a new product or configuration type in ConnectWise PSA, 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 PSA 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 PSA 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 PSA field for an existing mapping won’t update the type on the configuration record in ConnectWise PSA. Only new configuration records created from the next sync will show the updated ConnectWise PSA 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 PSA 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 PSA.

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 PSA 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 PSA when updating inventory records.

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

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

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 PSA 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 PSA 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 PSA 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 PSA.

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 PSA 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 PSA.

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

The Auvik fields available for selection are limited to: 

• Contract renewal availability
• Description
• Device class mapping
• Device ID (Auvik API ID for the device)
• Device make
• Firmware version
• Host name1
• IP address
• Last mapped (date) 
• Last support status
• MAC address
• Model name
• Recommended software version
• Sales availability
• Serial number
• Service attachment status
• Service status
• Site
• Software maintenance status
• Software version
• Vendor name
• Warranty expiration date
• Warranty status

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 PSA configuration types or to a specific configuration type.

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

• Device class mapping 1
• Device ID (Auvik API ID for the device)
• Device make 2
• Host name
• IP address
• Last mapped (date)3
• Mac address
• Model name
• Serial number
• Site

1 For device class mapping, you’ll want to map to the Configuration Type field in ConnectWise PSA. This will use the mapped values configured in the Device Class Mappings section. For example, if the device class Firewall is mapped to the Configuration Type Network Hardware in the Device Class Mappings section, then Network Hardware is set as the value for Configuration Type in ConnectWise PSA for firewalls in Auvik. The ConnectWise PSA API does not allow the following Configuration Types to be updated:

• Managed Server
• CW SC Partner Server
• Managed Workstation
• Spam Stats
• Network Security Appliance
• Backup Stats
• Cymphonix Device

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

3 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.

For specific configuration types, sync field mappings are for ConnectWise PSA 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 PSA configuration fields. Vendor Name syncs to a configuration type question, which you need to add in ConnectWise PSA 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 PSA 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 PSA 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 PSA 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 PSA.

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 PSA 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 PSA 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 PSA, 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 PSA integration.
3. Click the Inventory Mappings tab.

These are the fields that are available in the table:

• Domain Prefix - Domain prefix of the Auvik site the device is in
• Device Name - Name of the device in Auvik
• Configuration Item - ID of the matching configuration in ConnectWise PSA. The link will take you to the configuration in ConnectWise PSA. (Heads-up: Be sure to enable pop-ups from ConnectWise PSA in your browser settings.)
• State - Current state of the device matching. The possible states are:
  • Waiting for Online Time - Wait for the device to come online before matching
  • Ready to Match - Waiting for next sync to match the device
  • Matching in Progress - Device is being matched
  • Mapped and Syncing  - Device has been matched and syncing

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 PSA integration? for possible solutions.

Now that inventory is configured for syncing, you can keep an eye on the state in the Inventory Mappings if needed.

Finding inventory

Details for device inventory sent from Auvik to ConnectWise PSA 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