Linking ConnectWise Accounts to Products/Services

To link ConnectWise accounts, perform the following steps. To display this page, see Accessing ConnectWise Manage Integrations.

1. At the ConnectWise Manage Integrations ribbon, select Accounts.

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   The Accounts page is displayed.

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2. Select the account you want to link. See Viewing Unlinked Accounts.
   Note: You can use the MSP Account filter to search for accounts or companies.

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3. Click the Link button.
   The Link Account pop-up is displayed.

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4. Select the Choose a ConnectWise company to link down arrow.
   A list of existing ConnectWise companies is displayed.

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5. Select the company you want to link and click Confirm.
   The Account page is displayed with the account status changed to Linked.

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