ConnectWise Migration Guides
ConnectWise Migration: Board Types, Board SubTypes, Board Items transfer by default
The Help Desk Migration team recently added the ConnectWise Board Types, Board SubTypes, and Board Items to a default migration workflow. So you can map these data entities and get them to your service desk easily.
| Concept | Description |
| Board Types | Primary categories or classifications within ConnectWise Boards. They classify and group related boards. Examples: "Development," "Support," "Sales," or "Marketing." |
| Board SubTypes | Subcategories within each Board Type further refine the classification of boards. They add specificity and granularity to board categorization. Examples: "Front-end Development," "Back-end Development," or "UI/UX Design" within "Development" Board Type. |
| Board Items | Board Items are the essential units that encapsulate the work within each board. They correspond to specific tasks, issues, or project requirements. These items can be assigned to team members and possess due dates, descriptions, and files while enabling progress tracking. They seamlessly transition across various stages or columns on the board. |
How to generate your ConnectWise Client ID?
To set up the migration from or to ConnectWise you need to provide the Client ID. It is a unique GUID or Globally Unique identifier that is required for API integrations. Since our tool uses API to migrate data, this information is required to make the migration possible.
To find your Company ID in ConnectWise, follow these steps:
Step 1. Follow this link and sign in using the credentials provided by ConnectWise when you registered your account:
Step 2. Click on the "Client IDs" button in the header:
Step 3. Scroll the page down a little bit so that you'll see the ClientID Access Request Form:
Step 4. Fill it in and click on the “Send” button. This way, your Client ID will be created.Provide as much information as possible to avoid delays in approval:
Step 5. After receiving your Client ID, copy -*it into the corresponding field of the Migration Wizard tool:
Step 6. Continue your migration.
How to generate ConnectWise API keys?
To generate ConnectWise API keys, follow these steps:
1. Go to your ConnectWise account and navigate to "My Account."
2. Once in your account settings, locate the "API Keys" tab.
3. In the "API Keys" tab, use the "+" icon to create a new API key.
4. After saving, you will see both the Public and Private keys generated for the API key you just created. Copy and save both the Public and Private keys in a secure location, as they will only be available at the time of creation.
How to find a company ID in ConnectWise?
To establish the connection between the service desk and Migration Wizard, provide the following credentials:
- URL address of your ConnectWise account;
- Public and private keys;
- Your Client ID;
- Your Company ID.
To get to your Company ID, log in to your ConnectWise account. It will lead you to the following landing page.
Select the section dubbed Companies.
Copy the necessary Company ID from the Company IDs column.
How to check the result of Demo Migration in ConnectWise?
After completing the Demo, the Migration Wizard provides a concise summary table detailing the number of transitioned records, including reports for each record type: migrated, failed, or skipped data. Reports include the IDs of transferred entities for easy reference.
Click the "View records" button to access a list of record IDs from both the source platform and ConnectWise, facilitating record verification.
All ticket and related data migrate uniformly during both Demo and Full Data Migrations. Any data not successfully migrated during the Demo phase will not be included in the Full Migration.
During the migration to ConnectWise, ensure migrated comments align with their respective authors, along with Custom Fields, Customers, Companies, and Attachments.
Similar "Migration Results" reports will be generated after the Full Data Migration. Conduct a thorough inspection to confirm the integrity of the data.
How to search tickets in ConnectWise Manage?
To efficiently search for tickets in ConnectWise Manage post-migration, follow these steps:
1. Go to 'Service Desk' → 'Service Ticket Search'.
2. On the 'Service ticket search' page, select 'Service ticket' in the 'Ticket type' field, then click the 'Search' button.
3. All tickets, including closed and resolved ones, will be displayed.
4. Navigate through the pages to view all tickets.
