Myki For MSPs integrates with ConnectWise Manage in order to import companies and users.
This simplifies the process of onboarding your MSP and your customers into Myki.
In order to connect Myki to ConnectWise Manage you will need your Company ID, the Base URL that you use to access your CW Manage dashboard, your Public Key and Private Key.
Generating a ConnectWise Manage private/public key pair
To generate the API keys, Navigate to My Account in your ConnectWise Manage portal.
Click on the API Keys tab
Click the + icon, enter Pronto Forms Integration as the Description and then save. The page should refresh and show you a Public and Private key:
Make sure to copy and save these keys, as they'll only be available when you create them.
Configuring the integration in the Myki Portal
After generating a Private/Public key pair proceed by filling the authentication information in the Integrations section of the Myki For MSPs portal.
You will also need your Company ID as well as the Base URL that you use in order to authenticate to ConnectWise Manage.
After filling the authentication information click on "Connect" this will attempt to establish a connection between Myki and ConnectWise Manage.
Now that you are properly connected to ConnectWise Manage, you can map your existing Myki companies with your ConnectWise Manage companies in order to simplify importing users. You can also import your ConnectWise Manage companies straight into Myki.
Mapping existing Myki companies to ConnectWise Manage companies
You can map your existing Myki companies with ConnectWise Manage companies by matching the items in the mapping table.
This ensures that when you or one of you are within a managed company account, the integration will only allow imports from the matched company. (i.e. Myki company A cannot import items of ConnectWise Manage company B by mistake).
Importing ConnectWise Manage companies into Myki
You can import ConnectWise Manage companies into Myki by either clicking on the import button in the integration page or by clicking the Import Companies button in the Managed Companies section.
Myki companies require a name and a web address for uniqueness and appropriate metadata. After importing companies you will be asked to manually add any missing company domain.
Importing ConnectWise Manage users into Myki
You can import MSP users as well as end-users into Myki from ConnectWise Manage. In order to do that you need to start by mapping your Myki companies with ConnectWise Manage companies. You can do that in the Integrations sections.
In order to import MSP users into your MSP portal from ConnectWise Manage, go to the users section your Myki For MSPs portal, click on Import Users and select ConnectWise Manage from the list of available integrations then follow the wizard to get your users into Myki For MSPs.
Importing Customers into Myki from ConnectWise Manage
To import your customers into Myki Managed companies, start by making sure that you have created or imported your client's company then access that company in the Myki For MSPs portal by either selecting the company in the company navigation tab in the top right part of your MSP portal or by clicking on Manage next to the company in the Managed Companies section.
When you are in the managed company portal visit the Users tab then click on Import Users. Select ConnectWise Manage from the list and follow the steps in order to invite your customers to join Myki.
If you would like additional functionality built into the Myki ConnectWise Manage integration make sure to reach out to your Account Manager or send an email to email@example.com.