1. ConnectWise Access Management
  2. Ideas
0
Under review

PSA Integration

eplowman 3 months ago • updated 3 months ago • 2

Currently, tickets generated by CAM requests are only assigned to one Company in PSA.  Since the CompanyID should match, I would like to be able to automatically assign these to the client, dynamically.

Caitlin M Barnes (Product Manager) 3 months ago

Hi! Are your companies in PSA all marked as active? The integration is looking for whether the company is active in PSA, we only match active companies with ScreenConnect records. 

eplowman 3 months ago

Yes, they are active, but CAM, as I've been told, will only assign tickets to one company in PSA.  Currently, all tickets are assigned to us, and we have to manually change the company if we wish to assign it to the correct client.

Customer support service by UserEcho