ConnectWise Manage - IT Glue Export Report

Export ConnectWise Manage Configuration Questions & Answers for IT Glue Import

Note: By default, Report Writer is enabled for only the Admin Security Role
1. Sign in to ConnectWise Manage and navigate to System > Report Writer

2. Go to + New > Report

3. In the Data Sources tab:
  • Check Distinct
  • Check v_rpt_Configuration



4. In the Fields tab:
  • Add fields to match screenshot below
  • Check Sort for Company Rec ID
  • Check Sort for Config Rec ID
  • Use Function drop-down to specify Group (every field will change to this at the same time)



5. In the Misc tab:
  • Enter Title: IT Glue Export Report
  • Enter Description: Export ConnectWise Manage Configuration Questions & Answers for IT Glue Import
  • Check Limit Outputs to CSV



6. In the Filters tab:
  • Add fields to match screenshot below
    • Set Operator to Equals (Select) for:
      • Company_Name (Leaving out this will run the report against ALL companies)
      • Config_Type
      • ConfigStatus
    • Set Operator to Isn't Blank for:
      • Question
  • Check Show Filters in Report Description



7. Save the Report to be used for later.
    (You may want to add a new Category and call it IT Glue Export for clarity)

Working with the Report and Exporting data to CSV

1.  This is what the report should look like if you've followed each step above correctly.



2.  To view more data in your web browser before exporting, you can use the Results
      per page

  • This does not affect what data gets exported to CSV, this only applies to how many results to display in your web browser.


3. Use the filter drop-downs to specify the CompanyConfiguration Type, and 
    Configuration Status (if applicable).

  • Any configuration that doesn't have any Answers will be omitted from this report.


4. Use the Export to Excel drop-down then select CSV


5. Using Excel, open the CSV you've just created and use Power Query to restructure the data
    into a format that's ready to import into IT Glue.


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