Introduction:

In this article we will be answering some frequently asked questions regarding ConnectWise including questions related to the sync logic between ConnectWise and CyberQP.

What type of data will be synced from ConnectWise to CyberQP?

We will sync Emails and Phone numbers from ConnectWise to CyberQP.

Which Phone Number and Email ID Are Synced from ConnectWise to CyberQP?

Currently, ConnectWise may have multiple email IDs and phone numbers available. However, only the phone number and email ID specified in the integration mapping on CyberQP will be synced to the dashboard. To access these settings, follow the steps below:

-> Log onto the dashboard

-> Click on Integrations

-> Click on the ConnectWise tile

-> Click on Settings button on the top right side of screen to access the below modal

- > Select the desired field from the dropdown and click on "Save"

However, no changes will be made to the Email and Phone number saved on CyberQP after clicking on 'Save'. The changes from ConnectWise sync to CyberQP only when one of the change trigger action occurs (captured in Question 4).

Will All Phone Numbers and Emails in Integration Settings Be Synced to the CyberQP End-User Account?

Only phone numbers and emails that are valid, not null, and defined in the Integration settings will be synced to the CyberQP end-user account.

When will the syncing of data happen between ConnectWise and CyberQP?

The phone number and emails will be synced from ConnectWise to CyberQP in the following scenarios:

• If the phone number or email of a matched end-user is updated on ConnectWise, it will be synced to CyberQP dashboard

If I remove the email Id or phone number from ConnectWise for a matched end-user contact, will that wipe out the email Id and Phone number for that end-user contact on CyberQP dashboard too?

No, if the end-user email id or phone number is wiped out from ConnectWise or replaced with invalid information, then it will not replace the contact information (Email Id, Phone number) stored for that end-user on CyberQP dashboard.

Will an Email ID Already in Use for Another End-User Be Synced to a Different End-User?

No, if an email ID is already assigned to an end-user record in CyberQP, it will not be synced to another end-user record, even if added for a new matched end-user in ConnectWise.

Will an end-user need to re-login to the self-serve app after their contact information (email ID or phone number) is updated via synchronization from ConnectWise?

Yes, the end-user will have to re-login into the self-serve app after their contact information (Email or Phone number) is updated via synchronization from ConnectWise.