User Guide D-Tools Integration

Heather Johnson

Modified on: Tue, Aug 6, 2019 at 2:49 PM

The Manage SI Integration allows you to create and update Projects and Opportunities within ConnectWise Manage from Projects exported from D-Tools SI.

Configuration

System Requirements

ConnectWise Manage Configuration

D-Tools SI Configuration

Mapping Corresponding Data

Clients and Contacts

SI Projects as Manage Opportunities

SI Projects as Manage Projects

Manage SI Integration

Logging In

Account Setup

ConnectWise Setup

D-Tools Setup

Sync Configuration

Export a Project from D-Tools to SI to Manage

Poll D-Tools

Review Run Tasks

Validating a Sync

Customer Support