ConnectWise Manage

The CloudRadial Client Services Automation replaces the native ConnectWise ticketing portal while also syncing information between Office 365 and ConnectWise.


ConnectWise Manage Integration Overview

Improve your customer front-end ticketing experience with clean, easy-to-use forms that help them quickly get what they need. CloudRadial ensures your tickets come in pre-categorized with as much data as possible to help you supercharge your team’s productivity.

How the Integration Works:

Thanks to CloudRadial’s API integration with ConnectWise, you can import users into the portal on a company-by-company basis. The structure of your companies and their active users in ConnectWise will be reflected in CloudRadial.

What the Integration Does:

Ticket Integration

  • Client Management Routing – Route new tickets to client management for approval before releasing for service or order.
  • Tickets from Problem Reports – Feed pre-categorized tickets directly from problem reports to specific ticket queues.
  • Tickets from Service Requests – Feed pre-categorized tickets directly from service requests including directing tickets to sales or billing queues.
  • Question Customization – Prompt for any number of field types to gather information before work even starts.
  • Signature Prompts – Optionally ask for an end-user signature and use it as an end-user quoting system.

Service Board Integration

  • Route Tickets as Needed – Use pre-categorization to route incoming problem and service requests to right boards for dispatch.
  • Type, Subtype, and Item – Pre-categorize incoming tickets and combine with ConnectWise workflows for powerful automation.
  • Show Status – Shows users their tickets or company administrators their companies tickets.

Account Information

  • ConnectWise Sell – Show quote PDFs and link to Order Porter from within CloudRadial.
  • QuoteWerks – Show quote details and documents from within CloudRadial.
  • Invoices – Show invoices, statuses and enable display of invoice PDFs direct from ConnectWise.
  • ConnectBooster & Wise-Pay – Enable single-sign on to popular payment portals directly from the client’s invoice screen.

User Sync

  • Client Directory Sync – Sync ConnectWise users so that the company directory and your user list are always in common.
  • Office 365 Sync – Automatically import new Office 365 users into your ConnectWise portal.
  • User Billing Simplified – With accurate user lists, user billing systems become easier and create less end-of-month issues.