Workflow of Asset Data Posting from Endpoint Central MSP to ConnectWise PSA

This document outlines the integration workflow between ConnectWise PSA and Endpoint Central MSP, focusing on asset management and data synchronization. This integrated setup streamlines IT asset management and security solutions while ensuring adherence to ITIL guidelines.

Asset Mapping Workflow

Service Tag Mapping

The integration begins by attempting to map assets in Endpoint Central MSP with configurations in ConnectWise using Service Tags of assets. The system checks for existing matches based on Service Tags. If a match is found, the Endpoint Central customer and the Connectwise PSA company are linked.

Fallback Mapping

In cases where no Service Tag matches are found, the integration system employs a fallback mechanism. Assets and Configurations are mapped using asset names as a secondary method for mapping.

Inventory Scan for Asset Management Workflow

An Inventory Scan is triggered from Endpoint Central to collect necessary information, which is then posted to ConnectWise. Asset data is extracted from the information gathered during the Inventory Scan.

Frequency of Asset Data Posting

Asset data is posted in the following scenarios:

During scheduled Inventory Scans, configured within the Endpoint Central MSP console.
In response to an on-demand scan operation.
When software is installed/uninstalled within the managed network.

What asset data is synced?

The table below explains the asset data synced between Endpoint Central and Connectwise:

Endpoint Central	Connectwise PSA
User currently logged on	Last Login Name
Name	Name
Operating System	OS Type
OS Version	OS Info
Device Manufacturer	Manufacturer/Name
Memory	RAM
Shipping Date	Purchase Date
Device Model	Model Number
Processor	CPU Speed
Service Tag/Serial Number	Serial Number
Expiry Date	Warranty Expiration Date
Hard Disk	Local Disk Drives
MAC Address	MAC Address
IP Address	IP Address
Default IP Gateway	Default Gateway

Data Mapping for Helpdesk Ticket Creation

The table below explains the data synced between Endpoint Central and Connectwise when a helpdesk ticket is created using this integration:

Endpoint Central Parameter	ConnectWise Parameter
Subject	Subject entered during ticket creation
Description	Description
emailAddress	Contact email address
ccAddress	Automatic Email CC
resourceID	Configurations/ID
Attachments	Screenshots (uploaded) / Video Link (shared in description)

Subject: The subject you enter when creating a helpdesk ticket in Endpoint Central will be used as the subject of the ticket in ConnectWise.
Description: Any details you provide in the description of your ticket in Endpoint Central will be transferred to ConnectWise as the description of the ticket.
emailAddress: Your contact email address, as specified in the Helpdesk request, will be associated with your ConnectWise ticket. If there's an existing contact in ConnectWise with this email, it will be linked to the ticket.
ccAddress: Any email addresses added as CC recipients in the Helpdesk request will be included in the ticket as a semi-colon separated list in the "Automatic Email CC" field in ConnectWise.
resourceID: If a resource in Endpoint Central is associated with a configuration, that configuration will be attached to the created ticket in ConnectWise.
Attachments: Screenshots that you upload to your ticket will be sent as attachments to ConnectWise. If you have video content, the video link will be shared within the ticket description.