ConnectWise Integration

Has any one here done an integration with ConnectWise?

We have a small company whose resources all work production support and project tickets. If I had a way to feed tickets from CW in so that I could display all open tasks for one person that would be great.

Thanks,

Jacque

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Comments

Andrée Starå

Hi Jacque,

Zapier is an excellent option for this scenario it seems. Is that an option for you?

Would that work?

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Jacque214

Zapier was the path I planned to follow but I was hoping someone else had already tried it.

Andrée Starå

Ok.

Maybe someone else has. Let me know if I can help in any way!

DonnieKnightJr

We're in the same boat. We can't get data out unless with export to csv then manually import. Sales indicates that a connector will work but it doubles our smartsheet spend and we can't see it work before we buy. Zapier is too limited. It can help you kickoff new projects, but that's about it.

Alex Farling

This would be a cool integration!

I could see it being used for project management, sales pipeline management, inventory management... the possibilities are endless...

Meena Jeenarain

Hi Jacque,

I am in the same boat as you. Were you able to integrate with Smartsheet? Please let me know if you did.

Looking at Zapier and curious if anyone had any more comments.

Hi DonnieKnightJr mention it's too limited can you please elaborate? Doesup it only work one way? I would ideally like to manage the project in SS and send updates to CW (timeline change when necessary) and when the tasks are completed by the support team to send the updates to ss, updating that task for that project.

Thanks in advance all.

smartsheets1

Hi All - also looking to integrate with CW.

@DonnieKnightJr, when you mention sales.. are you referring to SS or CW?

thanks!

achu

Has anyone successfully integrated with ConnectWise Managed or Sell?

We are looking for the same integration. Smartsheet is a more robust PM tool and allow more functionality compared to CW Managed. We need CW Managed for the back-office team and that is not an option. Would love to hear someone's thoughts and story if you have integrated it SS and CW Managed. Thanks!

achu

@Jacque214 @Andrée Starå @DonnieKnightJr @Alex Farling @Meena Jeenarain @smartsheets1

Has anyone successfully integrated with ConnectWise Managed and/or Sell with Smartsheet? This would be so helpful for us. Please share what you have successfully accomplished so far! I would love to learn from your business scenario. Thanks!

Christos

Was wondering the same about integrating ConnectWise (CW) with SmartSheet (SS).

Currently, upon SS form submission a new ticket / row is created and an Automation (workflow) email is sent to CW to open a support ticket.

I would like to do the following:

Upon CW ticket open, update a SS cell with the ticket # and URL hyperlink to the CW ticket.
Upon CW close, update a SS cell to change status to close and enter the date closed in a SS date cell.

Any suggestions would be appreciated.

clint.hall

Hi,

Reading through this thread, have any of you successfully integrated CW with SS in any fashion? Outside of creating a bot that exports from CW and imports to SS, it would be nice to have a real integration for this. Please let me know if you were able to accomplish an integration! Thank-you :)

Christine Cao

Hi All,

We are in the same boat. Looking through the thread, doesn't seem like anyone has successfully integrated with CW. Our PMO would like to manage projects from SS however we want to bring in Time Entry (Hours) into SS to allow for budget management. Today, PMs manually have to pull time from CW and then re-enter into SS to effectively manage. Time, along with just syncing up basic project data would eliminate a lot of double work. Thank-you

Jacks

In reading through these posts, it doesn't appear as if Smartsheet has even answered this question other than to say use Zapper. At least not that I have seen on this page. This trail of questions has been going on for over 2 years. Has anyone been able to successfully connect the 2 systems. My company prefers using Smartsheet becauses it has so much more functionality over Connectwise which we hope to eliminate.

Lindsay Whitbread

Hi All,

Recently I've spoken with a few Smartsheet customers directly that need this, and I can see that there are a fair few of us discussing the need in this thread alone.

I've decided to get my Smartsheet integration team to build a CW connector. We're now taking enquiries so that we have a good understanding of customer requirements. Please contact solutions@infospark.com.au to have a chat with the team about your CW connector needs, and we'll have a connector available by early next year.

Cheers,

Lindsay

Lona Kicinski

I was playing around with this today because I have the same question. I've figured out a pseudo workaround, but it is NOT an integration and only communicates one way.

I created a column called CWTK#, entered the TK# in the parent and child rows, and created a hyperlink to the CW ticket.

2. Create an automation to send an email (alert) to that ticket for updates and comments.

3. In the CW TK, I entered the hyperlink in the initial description to point to the Smartsheet project plan.

I have a ticket in with CW support because of the way/format that the email shows in the ticket note. In doing it this way, the work would need to be done in Smartsheet and updates would go to CW, but you can click back and forth both ways semi conveniently.

I'm still fiddling with it and I don't have admin permissions in our CW to go any further. My needs are very basic anyway and this may be fine until we move to another ticketing system. We are considering Fresh Service as they state they have integrations.

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