Evo now integrates with ConnectWise PSA to help manage licenses and customers.
The Evo integration with ConnectWise streamlines license management and customer synchronization. It enables the importing of companies from PSA into the Evo platform and linking them with existing Evo customers. Companies can define unit costs and pricing for each license type, which are automatically created and updated in PSA under configured contracts.
With Evo and ConnectWise, you are able to:
- Import companies from ConnectWise PSA into Evo Security
- Link existing Evo customers with corresponding ConnectWise PSA companies
- Define unit cost and unit price for each Evo Security license type
- Automatically create and update these license details in ConnectWise PSA under the configured contract
- Synchronize license pricing bi-directionally
- Update license quantities in ConnectWise PSA based on changes in Evo Security
- (Coming soon) Create tickets based on events within ConnectWise from Evo
Note: There is a new permission needed for roles to be able to manage the PSA integrations. Under Role-Based Permissions (On the Home Tab, select Access and Role-Based Permissions). The option to select for the appropriate role is "Manage PSA Integrations"
You can find the integration by navigating to Integrations on the Left side of the screen and selecting PSA
Configure Integration
To configure the PSA integration, you'll need to create a new Client ID and API key for Evo to integrate with ConnectWise. Once done, you'll have all the details that can be entered into the integrations page. Once the integration is configured, you'll be able to start an import of companies into Evo.
Note: Only agreements that are marked active will be available in Evo (Cancelled/Expired agreements will not be visible nor will non-recurring agreements. Also ensure that companies are set to active via the Company Finance tab)
Customer Import
You can import customers from the Customer Tab on the left hand side of the screen. When doing this, Evo will attempt to match companies that have similar names.
After you import the Companies, Evo will automatically link agreements with Companies if there is only one valid agreements. If there is more than one agreement, you'll have to select the one that you want to connect.
Verify the appropriate agreements have been attached to the right Companies. Once a company has been imported, you will not see that same company in the list for import or the dropdown menus.
Billing Setup
Once companies have been appropriately linked to agreements, you'll need to set the billing prices for your licenses per company (Or select multiple companies to apply pricing).
Note: Make sure you allocate licenses from the Billing & Licensing tab in order to apply licenses to each company.
Add your unit costs and click save. Prices will be synced from Evo into ConnectWise. If you make changes to the prices within ConnectWise, you'll need to manually sync pricing details into Evo. Go to the Evo portal and select the sync option on the billing tab to bring the updated pricing details back into Evo.
You'll be able to see details in the Additions tab under the linked Agreement on your ConnectWise interface.
Evo syncs customer allocated license quantities over to ConnectWise when:
- License counts are changed from the Billing & Licensing tab
- Licenses are applied via auto-application of Secure Login if the configuration is set accordingly
If you want to unlink a company, you can do so from the Integrations -> PSA tab. Unlinking will remove any Evo-created additions from the removed company.
Each customer also has their own PSA page when you select the company and select the Integrations option at the bottom of the screen
(Coming Soon) Ticket Setup
Evo has the ability to create tickets within ConnectWise. Currently this is only available for Login Lockouts but will be expanded upon in the future.
Go to the Tickets tab and configure the Ticket details. You can set this up per Customer or configure Global Rules from the top.
Once setup, you can test by locking a user out (Enter an incorrect password 5 times). An alert will be generated by default but this alert will also now be sent into ConnectWise.
Note: Only users that are set up within the selected Evo customer (Imported or linked) will have tickets generated.
Please reach out to the support team with any questions!