NOTE: You can create only a single ConnectWise integrator ID per company. Every user of that company can use the same integrator ID to login with AMP. NOTE: The Member ID is the username you use to login to your ConnectWise account. Each user of your company can have their own unique Member ID, but the same integrator login details. In the ‘Contacts Company Type’ field, enter specific account type contacts that you want to import from ConnectWise CRM. For e.g. define this field as ‘ALL contacts’. Import session will include all contacts from CRM, irrespective of its account type.
In your ConnectWise company profile, the dropdown ‘type’, displays static contact company types (competition, customer, not-a-fit, owner, partner, prospect, suspect, unknown, and vendor). These options define company type of the contact.
NOTE: You can add custom contact company type in your ConnectWise account. To import specific contact company type, separate each contact company type by comma in the ‘Contacts Company Type’ field. For e.g. if you wish to import ConnectWise contacts with company types as customer, prospect, and owner then insert a comma between each option in this field. Click ‘submit’.
-AMP is now integrated with your ConnectWise account. |