How do I map ConnectWise PSA companies to Auvik sites?

Before you can start receiving Auvik alerts in ConnectWise PSA or sync inventory, you need to map companies in ConnectWise PSA to sites in Auvik.

If you’re not an MSP, skip over to How do I sync inventory with ConnectWise PSA? if you want to sync inventory. See How do I manage alerts for ConnectWise PSA? if you want to set up alert notifications.

Once the companies have been mapped, you can move onto setting them up for inventory sync and alert mapping.

• How to add a site mapping
• How to edit a site mapping
• How to delete a site mapping
• KPIs

How to add a site mapping

1. 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 Add Site Mapping button.
4. Select the Auvik site and ConnectWise PSA company to map.
5. Optionally, select a ConnectWise PSA site to associate the Auvik site with.
6. Select if you'd like to map the Auvik site for only alerting or inventory sync. Both are enabled by default. For example, if you'd like to map the Auvik site for alerting only, uncheck inventory sync.
7. Click Save.

If you don’t see a ConnectWise PSA company, check the status and type filters applied to your integration to confirm if the missing company is set with either.

How to edit a site mapping

Editing site mappings is limited to changing the ConnectWise PSA company, ConnectWise PSA site, and enabling or disabling alerting or inventory sync.

1. Click Integrations from the side navigation bar.
2. In the displayed list of integrations, click the row for the ConnectWise PSA integration.
3. In the displayed list of companies, find the company you want to edit. Check the box at the beginning of its row.
4. Click the Edit button.
5. Select the desired ConnectWise PSA company and  site. Specify if alerting or inventory sync should be allowed for the Auvik site.
6. Click Save.

How to delete a site mapping

1. Click Integrations from the side navigation bar.
2. In the displayed list of integrations, click the row for the ConnectWise PSA integration.
3. In the displayed list of companies, find the company(ies) you want to unmanage. Check the box at the beginning of each row.
4. Click the Unmanage button.
5. Confirm the Auvik sites should no longer be managed by clicking Unmanage.

Once you’ve marked a site mapping as unmanaged, you’ll no longer receive Auvik alerts and inventory sync updates in ConnectWise PSA for the corresponding company and site. If you’d still like to be alerted through other channels (e.g., email), be sure to update the associated notification channels on the Auvik site’s alerts.

KPIs (key performance identifiers)

KPIs are filtered by company status and type. See How to filter companies by status and by type.

• Managed by Auvik indicates how many ConnectWise PSA companies are mapped to an  Auvik site.
• Not managed indicates how many ConnectWise PSA companies are not mapped to an  Auvik site.
• Unmapped Auvik sites indicate how many Auvik sites are not mapped to a ConnectWise PSA company. To see all Auvik sites that haven’t been mapped, click the KPI.

Hovering over a color in the bar above the KPIs shows the number of in each.