Task 2. Creating Cross-references in ConnectWise

Task 2. Creating Cross-references in ConnectWise

To create cross-references, perform the following steps.

  1. Log into ConnectWise and select System, Setup Tables at the navigation menu.
    The Setup Tables search page is displayed.

  2. At the Table field, type Managed Devices Integration, and press Enter.
    The Managed Devices Integration List page is displayed.

  3. Click the name of your Managed Device.
    The Integration Details page is displayed.

  4. Click the Cross-References tab, and then click the New Item

     icon.
    The new cross-references record is displayed.

  5. At the Type field, type BarracudaUsage.

  6. At the Level field, type the same level you have defined in the billing mappings in your ECHOplatform portal.
    Requirement: This entry is case sensitive and must match exactly.

  7. At the Agreement Type drop-down menu, select the Agreement Type you created during setup.

  8. At the Product field, choose a product that is updated on each company’s agreement.
    For more information, see Creating Products in ConnectWise.
    At the Configuration Type drop-down menu, select Backup Stats.

  9. Click the Save icon, as shown below.


    The Cross References are displayed.