ConnectWise field mappings

This article defines how ConnectWise fields are mapped to IT Glue fields. 

A summary of the two-way sync behaviour:

  • Configurations <—> Configurations (excluding PSA custom fields)
  • Organizations <—> Companies
  • Locations <—> Sites
  • Contacts <—> Contacts

Configurations

IT Glue: Configuration ConnectWise: Configuration
Name Name
Asset Tag Tag Number
Contact Contact
Default Gateway Default Gateway
Configuration Status Configuration Status
Configuration Type Configuration Type
Installed Date Installed Date
Installed By Installed By
Location Site
Manufacturer Manufacturer
Model Model
Notes Notes
Operating System OS Type
Primary IP IP Address
Purchased Date Purchased Date
Serial Number Serial Number
MAC Address MAC Address
Expiration Date Expiration Date

Organizations

IT Glue: Organization ConnectWise: Company
Name Company
Type Type
Status Status
Parent Organization Parent Company
Primary Location Site
Short Name Company ID

Contacts

IT Glue: Contact ConnectWise: Contact
First Name First Name
Last Name Last Name
Type Type
Title Title
Emails Emails
Contact Phones Contact Phone/Fax Numbers
Location Site

Locations

IT Glue: Location ConnectWise: Site
Name Site
Address 1 Address 1
Address 2 Address 2
City City
State/Province State/Province
Zip/Postal code Zip/Postal Code
Country Country
Phone Phone
Fax Fax

Matching logic

Standard matching rules are used to match records within IT Glue when pulling over data from ConnectWise. The sync will discover companies, configurations, contacts, and locations in ConnectWise and match them to data in IT Glue using the ConnectWise fields shown in the table below:

Rule Matches on
Organization Company Name
Contacts (Company) AND (First Name AND Last Name)
Configurations

(Company) AND (Configuration Type AND Configuration Name)*

Locations (Site) AND (Address 1 AND Address 2 AND City AND State/Province AND Country)

* Configurations: If more than one match, the system will try to narrow the matches using a unique identifier, such as a serial number or MAC address.

If no match is found, a new record is created. When one or more identical matches are found, the item that was created first is matched on.

   

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