Application Documentation

Get access to the documentation for vCIOToolbox and our application integrations

Information you need to succeed

Our library of technical documentation can be found here.  Documentation on how to configure vCIOToolbox  for use will be found in this section.  We also will provide you with detail on how to integrate to vCIOToolbox connected software like ConnectWise and Autotask.

ConnectWise Integration

Documentation outlining how to set up the ConnectWise Manage integration

1. Introduction

The ConnectWise Manage integration syncs Customers, Configurations, Tickets, and Opportunities between the two systems.

2. Requirements

You will need your ConnectWise username, password, and API Key.

3. Implementation

Details Coming Soon

4. Step by Step Instructions

Details Coming Soon

Autotask Integration

Documentation outlining how to set up the Autotask PSA integration

1. Introduction

The Autotask integration with vCIOToolbox covers four key integration points within Autotask Accounts, Opportunities, Tickets, and Configuration Items.

Customers are imported daily including new additions and changes. vCIOToolbox keeps customer data in sync with Autotask.

Project recommendations made within vCIOToolbox can be sent to Autotask Opportunities integrating into your standard sales workflow and reporting.

New tickets can be generated from within the IT review to send issues directly to the support team.

vCIOToolbox ingests all Configuration Items for use with in the IT Review and to align to recommendations made within the system.

2. Requirements

The integration requires your Autotask username, password, and API Key

3. Implementation

Input your username, password, and API values into vCIOToolbox.  Set your default ticket queue, default opportunity assignee, and default opportunity stage queue then sync data.

4. Step by Step Instructions

Visit this link for Step by Step Instructions

https://vciotoolbox.com/autotask-integration/

 

Request a Feature or Open a Ticket

Our support desk is here for you whether you need help with configuration, use, or integration of vCIOToolbox.  Request a new feature and track its status.

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