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How do I migrate from the ConnectWise SOAP API to the REST API

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Before you can start migrating data from the current ConnectWise SOAP API to the REST API, you need to configure a new ConnectWise Manage security role and API member. Once that’s done, and you have a copy of the ConnectWise Manage API keys, you can proceed with migrating data.

You have until September 7, 2019 to complete the migration. If you haven’t migrated by then, your integration may stop working. After September 7, 2019, the ConnectWise SOAP API for the Auvik / ConnectWise Manage integration will be deprecated.

NOTICE 1: Once migration has started, you won’t be able to update any settings for the Auvik / ConnectWise Manage integration. While the migration is happening, Auvik alerts and ConnectWise Manage tickets will continue to update.

NOTICE 2: Previously, when IP addresses were synced from Auvik to ConnectWise Manage, all IP addresses on the device would sync to a single default field. Due to a recent change in ConnectWise Manage, after your migration is complete, only a single IP address will sync into the default IP address field.

If you’d like all IP addresses associated to the device to be synced from Auvik into ConnectWise Manage, it is recommended that you create a new IP Address field question in ConnectWise Manage for the configuration, and map IP address in Auvik to the question.

  1. From the Auvik dashboard, click Integrations in the side navigation bar.
  2. In the displayed list of integrations, click the row for the ConnectWise Manage integration.

Step 1 - Authentication

To confirm the correct public or private API key was entered before saving, click the eye (ZendeskKB_23.png) in the public or private API key fields to show the API key. To hide the API key, click the eye (ZendeskKB_24.png) again.

  1. Paste in the public API key copied from the ConnectWise Manage API user screen.
  2. Paste in the private API key copied from the ConnectWise Manage API user screen.
  3. Click Test Connection to confirm your settings are accurate.
  4. Click Submit. Continue to Step 2.

Step 2 - Data sources

Step 2 runs a test of your data migration. But before the test can be run, you must first indicate how you want to deal with disabled clients.

If you have any disabled clients, they’ll be listed here. You can choose to enable the client or skip the client.

CWMigration_1.png

  1. Enabling: Navigate to All Clients and enable the disabled client. If the client is under a multi-client and both are disabled, you’ll need to re-enable both the multi-client and client.
  2. Skipping: Click Skip Client at the end of the row for the client. Repeat for each client to be skipped. If you choose to skip a client’s migration, the client will no longer be mapped. If you re-enable the client in the future, you’ll need to map the client to the appropriate ConnectWise Manage company.

You can only continue to Step 3 after all test migrations show 100%. For the test migrations to reach 100%, you must complete one of the two options for each disabled client.

The test migration isn’t expected to take long. If the test doesn’t complete within 10 minutes, contact our technical support team for help.

Step 3 - Migrate company mappings

We recommend migrating one or two sample clients before migrating all. This gives you time to check that the data is in good shape before migrating everything.

  1. In the displayed list of mapped clients to be migrated, find the client(s) you want to migrate. Check the box at the beginning of each row.
  2. Click Migrate.
  3. Click Dismiss to confirm the alert(s) should be dismissed.

Now that your clients have started migrating, you can either view the inventory migrated or create a test alert to confirm your integration settings.

If you have a number of clients to migrate and are manually checking them one by one, you can check the Verified? box next to each client. This helps you keep track of which clients have been checked and which still need to be checked.

CWMigration_2.png

View inventory

From the migrated company mappings table, click View inventory. The inventory details open in a new browser tab.

Create a test alert

Before you send a test alert, confirm that you don’t have an active maintenance window, as this will suppress the notification and the test will only partially work. We recommend you create at least one test alert to confirm the migration and integration settings.

  1. In the displayed list of migrated company mappings, find the client you want to create a test alert for. Check the box at the beginning of the row.
  2. Click Create test alert.

CWMigration_3.png

  1. Update or set the details for the test alert.
    1. Optional: Update the alert name and alert description.
    2. From the Notification Channels field, select the appropriate ConnectWise Manage notification channel to send the test alert to.
    3. Optional: Select a different severity level than what’s defaulted.
    4. From the Select a Device(s) field, select one or more devices you’d like to send a test alert for.
  2. Click Create test alert.

If you navigate to the client’s dashboard and click All Alerts from the side navigation, you’ll be able to see the test alert and the associated ConnectWise Manage ticket ID. If you don’t see a ConnectWise Manage ticket ID, and instead see Failed to send, contact our technical support team for help.

Now that the test is complete, don’t forget to dismiss the alert either in Auvik or ConnectWise Manage to remove it from your active queue.

Step 4 - Summary

You’re almost finished, but there’s one last thing we need to do to ensure the old Auvik - ConnectWise Manage configuration isn’t being called: We need to remove the integrator login that was created.

Delete the integrator login

This step should only be completed if you’ve created an integrator login specific to the Auvik - ConnectWise Manage integration. If you’ve reused an existing integrator login that’s being used by other systems, follow these steps for removing the callback URL.

  1. Log into the ConnectWise Manage dashboard.
  2. From the navigation menu, click System, then Setup Tables.
  3. Under the table column, enter Integrator Login and click the row from the search results that come up.
  4. Click the row for the integrations integrator login.
  5. From the integrator login details, click the trash can (CWMigration_4.png).
  6. Click OK to confirm the deletion.

Remove the callback URL

  1. Log into the ConnectWise Manage dashboard.
  2. From the navigation menu, click System, then Setup Tables.
  3. Under the table column, enter Integrator Login and click the row from the search results that come up.
  4. Click the row for the integrator login used by the integration in Auvik.
  5. Scroll down to see the section called Service Ticket *.
  6. Clear the URL that’s listed.
  7. Click Save.

* If you’ve added the callback URL from Auvik in other locations, it needs to be removed from each of those locations as well.

Completing the migration

Remember to click Check here to confirm that the callback was removed. Now click Finish.

It might take upwards of 30 minutes to complete the re-syncing of inventory configurations. Don’t worry! New records won’t be created. We’re simply confirming the links between the systems to ensure the correct records are being kept current.

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