ConnectWise Companies

To create a company record in ConnectWise PSA, you need to provide a company identifier and name, then set attributes like status to 'Active' through API CRUD operations. This skill handles creating entities with required fields and custom data.

Yes, you can update company types and statuses for existing ConnectWise clients. This skill manages company records by utilizing specific API endpoints to manipulate and retrieve associated data like types, statuses, and sites.

Managing client sites and custom fields in ConnectWise is done through API interactions for CRUD operations on company entities. This skill handles associated data attributes, allowing you to set up primary site locations and modify custom fields.

Yes, this skill supports searching for specific company records within ConnectWise. It utilizes specific API endpoints for company data retrieval, allowing you to find clients, prospects, or vendors based on their attributes.

You can use this tool to onboard a new client in ConnectWise PSA by creating their company record, assigning an 'Active' status, and setting up their primary site location. It streamlines efficient client data handling.