In this article:
Once enabled, this integration does two things:
Perform an initial import of all contacts
Sync every 24 hours, adding any new contacts, and updating any changed contacts
Simplesat currently syncs the following fields:
First Name
Last Name
Email Address
Company
Contact Active
Contact Type
Contact Unsubscribe
Company Status
Company Type
Company Territory
Things to remember:
Simplesat uses email addresses as a customer's unique identifier. If your ConnectWise account contains multiple contacts with the same email, we'll save the first one found.
If a contact is associated with multiple email addresses, Simplesat will look for the default option. You can configure this in "Communication Defaults" in contact settings.
Enable ConnectWise contact sync
Head over to Admin > Configure integrations > choose the Sync ConnectWise contacts option.
Head over to Integrations and choose the Sync ConnectWise contacts option.
Authenticate with your ConnectWise credentials, then click Enable Customer Sync.
After you enable the sync, Simplesat will begin importing contacts. You can leave the page log out of your account; Simplesat will continue to import in the background.
Note: Imports may take several hours at peak times, and depend on the number of contacts in your system.
View imported contacts
To check if contacts are in your Simplesat account, go to the Customers section.
You can search for a customer by name, email address, or any synced ConnectWise attributes.
You can view the synced details in the customer's sidebar:
