Auvik supports the sending of alert notifications and inventory to ConnectWise PSA Cloud and ConnectWise PSA On Premise. Both can be managed from your MSP dashboard for all clients.
To ensure your Auvik - ConnectWise PSA integration works correctly, use the resources below in the order they’re shown. As well, the ConnectWise PSA service boards you’ll use with the integration must be fully configured and active. If a service board or its status are inactive, Auvik alerts won’t create or update tickets in ConnectWise PSA.
Also make sure that companies have been created in ConnectWise PSA, and where appropriate, that sites have been added to the companies and are active. If the company hasn’t been created in ConnectWise PSA, it won’t be available for mapping to Auvik clients.
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Although Auvik supports both ConnectWise PSA Cloud and On Premise, when you create a new ConnectWise PSA integration in Auvik, there’s no option to specify which one you’re using. But don’t worry—this isn’t necessary. Some self-hosted instances of ConnectWise PSA can, however, be blocked behind a firewall and can’t be accessed without a VPN connection. If your self-hosted instance doesn’t require a VPN connection, you can proceed with setting up your Auvik / ConnectWise PSA integration. No further configuration is needed. If your self-hosted instance is hidden behind a firewall and preventing TCP requests, you’ll need to allow TCP requests from Auvik’s network address translation (NAT) gateway. |
Initial configuration
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Configure ConnectWise PSA:
- Create a new security role.
- Add a new member. Save the new ConnectWise PSA integration in Auvik.
- Set an API key on the new member.
- Add a new ConnectWise PSA integration in Auvik.
Now that you've completed the initial setup of ConnectWise PSA and created the integration in Auvik, you can map your Auvik clients to your ConnectWise PSA companies.
Inventory sync
With your clients mapped we can move on to configuring Auvik and ConnectWise PSA for inventory sync. If you don’t plan to sync inventory, you can jump down to configuring Auvik and ConnectWise PSA for alert notifications to create tickets in ConnectWise PSA.
Managing alerts
Configuring Auvik and ConnectWise PSA for alert notifications requires a bit of setup on both sides.
- Configure ConnectWise PSA for tickets:
- Configure Auvik for alerting ConnectWise PSA:
- Define how alerts are to be sent between Auvik and ConnectWise PSA.
- Create the appropriate notification channels to be associated with Auvik alerts that are sent to ConnectWise PSA. Associate the notification channel to each alert that’s to be sent to ConnectWise PSA.
Finally, here’s how to keep an eye on inventory and events.
- View your inventory mapping details.
- View the communication history between Auvik and ConnectWise PSA.
- View the configuration sync results
If you experience any issues with your Auvik / ConnectWise PSA integration, see How do I troubleshoot issues with my Auvik / ConnectWise PSA integration? for possible resolutions.