ConnectWise Integration

Route Tickets as Needed

Use pre-categorization to route incoming problem and service requests to the right boards for dispatch.

Type, Subtype, and Item

Pre-categorize incoming tickets and combine with ConnectWise workflows for powerful automation.

Show Status

Shows users their tickets or company administrators their companies tickets.

Graph Ticket History

Show graphs of ticket history for presentation of your efforts across the organization.

Client Directory Sync

Sync ConnectWise users so that the company directory and your user list are always in common.

Office 365 Sync

Automatically import new Office 365 users into your ConnectWise portal.

User Billing Simplified

With accurate user lists, user billing systems become easier and create less end-of-month issues.

ConnectWise Portal Log Ins

Use your existing ConnectWise portal log-ins and passwords, or allow users to log in with one-time tokens or Office 365 credentials.

Client Management Routing

Route new tickets to client management for approval before releasing for service or ordering.

Tickets from Problem Reports

Feed pre-categorized tickets directly from problem reports to specific service boards.

Tickets from Service Requests

Feed pre-categorized tickets directly from service requests, including directing tickets to sales or billing boards.

Question Customization

Prompt for any number of field types to gather information before work even starts.

Signature Prompts

Optionally ask for an end-user signature and use as an end-user quoting system.

Endpoint Warranty

Pulls warranty information from ConnectWise to create automated warranty reports for clients.

Update Configurations

Update configurations directly from CloudRadial's agent when managing workstations using Intune.

Site & Contact Information

Retrieves site and contact information directly from ConnectWise to keep endpoint information up-to-date.