HELP FILE

How do I integrate with ConnectWise?

    Integrate your phone system with ConnectWise. Each time you make or receive calls, GoTo Connect Integration for ConnectWise automatically looks for any customers that match the caller ID and logs the call with options to add a contact, launch their account, or add call notes.

    1. Download and install GoTo Connect Integration for ConnectWise for your operating system:
    2. Open and log in to GoTo Connect Integration for ConnectWise with your GoTo Connect credentials.
    3. Click Link Account to launch the Integrations Dashboard.
    4. In the new window, enter your ConnectWise Company, Public Key, Private Key, and then select your Host.

      Note: If you change your ConnectWise password, unlink your account and reconnect.

    5. Choose your Installation type. If you choose On-premise host, enter your ConnectWise URL.
    6. Click Link Account.
    7. Click Integrations Settings Icon in the left sidebar of the GoTo Connect Integration for ConnectWise and then choose your Line.
    What to do next: When you initiate a call from the app, it first sends the call to your desk phone or softphone (the app must be open), waits for you to pick it up, and then finally completes the call to the outbound number.