Evo now integrates with ConnectWise PSA to help manage licenses and customers.

The Evo integration with ConnectWise streamlines license management and customer synchronization. It enables the importing of companies from PSA into the Evo platform and linking them with existing Evo customers. Companies can define unit costs and pricing for each license type, which are automatically created and updated in PSA under configured contracts.

With Evo and ConnectWise, you are able to:

Note: There is a new permission needed for roles to be able to manage the PSA integrations. Under Role-Based Permissions (On the Home Tab, select Access and Role-Based Permissions). The option to select for the appropriate role is "Manage PSA Integrations"

You can find the integration by navigating to Integrations on the Left side of the screen and selecting PSA and then ConnectWise

To configure the PSA integration, you'll need to create a new Client ID and API key for Evo to integrate with ConnectWise.

Note: An account with these privileges is required to perform this configuration correctly.

Once done, you'll have all the details that can be entered into the integrations page. Once the integration is configured, you'll be able to start an import of companies into Evo.

Note: Only agreements that are marked active will be available in Evo (Cancelled/Expired agreements will not be visible nor will non-recurring agreements. Also ensure that companies are set to active via the Company Finance tab)

You can import customers from the Customer Tab on the left hand side of the screen. When doing this, Evo will attempt to match companies that have similar names.

After you import the Companies, Evo will automatically link agreements with Companies if there is only one valid agreements. If there is more than one agreement, you'll have to select the one that you want to connect.

Verify the appropriate agreements have been attached to the right Companies. Once a company has been imported, you will not see that same company in the list for import or the dropdown menus.

Once companies have been appropriately linked to agreements, you'll need to set the billing prices for your licenses per company (Or select multiple companies to apply pricing).

Note: Make sure you allocate licenses from the Billing & Licensing tab in order to apply licenses to each company.

Add your unit costs and click save. Prices will be synced from Evo into ConnectWise. If you make changes to the prices within ConnectWise, you'll need to manually sync pricing details into Evo. Go to the Evo portal and select the sync option on the billing tab to bring the updated pricing details back into Evo.

You'll be able to see details in the Additions tab under the linked Agreement on your ConnectWise interface.

Evo syncs customer allocated license quantities over to ConnectWise when:

If you want to unlink a company, you can do so from the Integrations -> PSA tab. Unlinking will remove any Evo-created additions from the removed company.

Each customer also has their own PSA page when you select the company and select the Integrations option at the bottom of the screen

Evo has the ability to create tickets within ConnectWise. Currently this is only available for Login Lockouts and Elevation Requests but will be expanded upon in the future.

Go to the Tickets tab and configure the Ticket details. You can set this up per Customer or configure Global Rules from the top.

Once setup, you can test by locking a user out (Enter an incorrect password 5 times). An alert will be generated by default but this alert will also now be sent into ConnectWise.

Note: Only users that are set up within the selected Evo customer (Imported or linked) will have tickets generated.

When the ConnectWise integration is configured in Evo, the Evo ConnectWise pod is automatically generated. This pod is added to your ConnectWise portal using the Evo environment details specified during integration setup. If the integration settings are modified in the Evo Portal, the pod will be updated to reflect the default configuration. If the integration is removed, the pod will also be deleted.

Within the ConnectWise ticket screen, the Evo pod can be added by navigating to Screen Layout settings under Pod Configuration.

You should see the "Evo Security Configuration" in the list of items on the left, and you can then add it to the list of displayed pods. After saving these settings, you should see the pod appear.

You login to the pod just as you would the Evo Portal. You must be an administrator to use the pod, and have the necessary roles to view info and perform actions.

There are three types of tickets that the Evo pod currently supports.

For login lockout tickets, you will have access to the affected user's name and email address. You can initiate a Help Desk Verification request and manually remove the login lockout. If the lockout has already expired, the option to send a Help Desk Verification request remains available.

For elevation request tickets, you have access to detailed request information, including AI-driven categorization data, allowing you to approve or deny the request. Additionally, you can generate a rule based on the file metadata, with the ability to select and modify metadata individually and configure the rule's scope accordingly.

For all other ticket types, you have the option to send a Help Desk Verification request to the contact user. The user must have a matching email in the Evo Portal and a registered device capable of performing Help Desk Verifications via the Evo app.

We now support On-Premise hosted ConnectWise instances. When attaching your Base URI be sure to attach v4_6_release/apis/3.0 to the end. Example:

Please reach out to the support team with any questions!