We have built a tool that uses the Connectwise API to pull in your data.
What it does
It will pull in Customers, Contacts, and Tickets.
What it doesn't do
There is currently no good de-duplication, so only run it if your account's customer database is empty.
(If it tells you that you cannot run it, you can write to email@example.com and we can help you out)
How it works
Just head here to access the app from your account.
What you will need for a successful import:
1. The host name, without the http:// part.
2. Company name
3. "Integrator user" username.
4. "Integrator user" password.
5. You need the API's enabled to grant access to the data. This needs to be done on the Connectwise side of things.
To do this, go to the System Module in ConnectWise, and opening the Members page. Then go to the API Members tab. Here you can create a new user and generate API keys for them. You'll then need to configure the Security Role for that API member. Please enable the permissions for contacts, customers, and tickets, otherwise the import will fail.
Enable the API's for Contacts/Customers/Tickets, otherwise the import will fail.
It can take quite a while, start it and then head to Admin > Reports > Import Results and refresh for status. If it fails it should say why.
If the import stopped, it is safe to go ahead and try the import again as we check for duplications and will de-dupe any that have already imported.