Our integration synchronizes the team members that you already maintain in ConnectWise Manage with Teamatics. As you add, update and remove them from Manage, Teamatics is automatically updated. We also push back team member skill information into Manage, enabling you to route work using up-to-date and accurate skill profiles.
To set up a Manage integration, click on Settings in the left navigation menu. On the Settings page, scroll down to the ConnectWise Manage Integration section and click Get Started.
Enter the domain and company identifier you use to login to Manage, and the API Keys generated for an API Member you create for Teamatics in Manage. Then click the Connect button to establish the connection.
Once established, the integration between Teamatics and Manage will begin to pull your team members, their skills, and their certifications from Manage into Teamatics.
Skills and certifications are only pulled from Manage with the initial integration and not thereafter. Skills maintained in Teamatics are pushed back into Manage but Certifications are not pushed back at this time.
This initial synch will typically take between 5-15 minutes to complete. It will then synch daily (or on demand by clicking Manual Sync at any time).