Prerequisites

• Completed the Connectwise Manage integration setup guide https://support.getquickpass.com/hc/en-us/articles/1500005922122-Connectwise-Manage-Integration-Setup-Guide

Match Connectwise Companies to Quickpass Customers

1. Log in to the CyberQP dashboard at https://admin.getquickpass.com (North American tenants) or https://eu-admin.getquickpass.com (European tenants) with either a primary or super technician role. 

2. Click Integrations in the sidebar

3. On the Integrations page, click the ConnectWise Manage tile

4. Click the Match Customers button on the top right

5. In the pop up, select the ConnectWise Company Types and Statuses related to the Companies you wish to fetch to link with CyberQP Customers. 

Option 1 (Automatic Matches)

6a. On the Match Customers screen > Click the Match Status drop down menu > Suggested Matches

You will now see ConnectWise companies that exactly match a CyberQP customer based on the Connectwise company name and CyberQP customer name.

These pairings are suggested at this time for your convenience to review first, then approve.

Note: This information is especially valuable if you have successfully imported your IT Glue or Hudu organizations into CyberQP first. Leveraging this suggested match import feature can significantly enhance your experience and efficiency! 

6b. If you are not happy with the suggested matches, you may click the pencil icon to alter the match before saving.

The customer name in the "CyberQP customers" column will reflect the new target customer you set

6c. Once your happy with all the suggested matches and any potential changes you made, you may click the Confirm Matches > then the "Save" button on the next screen.

Option 2 (Manual Matches)

6a. On the Match Customers screen > Click the Match Status drop down menu > Unmatched

6b. Locate the Connectwise Company on the left hand side using either the Search box, Filter and/or browse the pages. 

Once found, click the Match with CyberQP Customer box to select a target customer to link too

6c. When done, click the Confirm Matches button > then click the Save button

Option 3 (Create Quickpass Customers)

6a. On the Match Customers screen > Click the Match Status drop down menu > Unmatched or All
Using the checkboxes located in the "Create in QP" column, select some or all ConnectWise companies to create in CyberQP.

6b. When done, click the Save button

7. The matched CyberQP customers and ConnectWise Companies will show in the ConnectWise Customers integration screen.

8. Click the Cheetah icon on the top left of your screen to return to the home page, then click Customers from your sidebar.
You will now see a Connectwise logo present for any CyberQP customers linked to a Connectwise Company in the Integrations column. 

Next Steps

• Match Connectwise Manage Contacts with Quickpass End-User Accounts: https://support.getquickpass.com/hc/en-us/articles/1500005978882-Match-Connectwise-Contacts-with-Quickpass-Accounts