How do I map ConnectWise Manage companies to Auvik sites?

Before you can start receiving Auvik alerts in ConnectWise Manage or sync inventory, you need to map companies in ConnectWise Manage to sites in Auvik. If you have a lot of companies in ConnectWise Manage, you can use Filter Companies By Status and Filter Companies By Type to make it easier to set up mappings. 

If you’re not an MSP, skip over to How do I sync inventory with ConnectWise Manage? if you want to sync inventory. See How do I manage alerts for ConnectWise Manage? 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 filter companies by status and type
• 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 Manage integration.
3. Optionally, add a company status or type filter to reduce the set of companies that are available when adding a site mapping. See How to filter companies by status and by type.
4. Click the Add Site Mapping button.
5. Select the Auvik site and ConnectWise Manage company to map.
6. Optionally, select a ConnectWise Manage site to associate the Auvik site with.
7. 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.
8. Click Save.

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

How to filter companies by status and type

Filtering ConnectWise Manage companies only affects what companies are included in KPIs and which companies are available for mapping when adding a site map. It shows companies that match one of the specified statuses and one of the specified types in the Company Overview.

There must be at least one selected status. Filtering the company list by type is optional.

1. Click Integrations from the side navigation bar.
2. In the displayed list of integrations, click the row for the ConnectWise Manage integration.
3. To add a new company status or type filter, select the appropriate box.
4. Select the appropriate status or type.
5. To remove a filter, click the X next to the status or type.

If you don’t see a list of your ConnectWise Manage companies, see How do I troubleshoot issues with my Auvik / ConnectWise integration? for possible resolutions.

How to edit a site mapping

Editing site mappings is limited to changing the ConnectWise Manage company, ConnectWise Manage 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 Manage 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 Manage 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 Manage 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 Manage 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 Manage companies are mapped to an  Auvik site.
• Not managed indicates how many ConnectWise Manage companies are not mapped to an  Auvik site.
• Unmapped Auvik sites indicate how many Auvik sites are not mapped to a ConnectWise Manage 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.

Color	Purpose
Green	ConnectWise Manage companies mapped to an Auvik site
Red	ConnectWise Manage companies not mapped to an Auvik site
Light Grey	Auvik sites not mapped to a ConnectWise Manage company