Connect TopLeft to Your PSA
How TopLeft sends and receives data from ConnectWise and Autotask
ConnectWise
- Configure ConnectWise PSA Security Roles and API Members
- Use ConnectWise Member API Keys in TopLeft
- Permit TopLeft through your ConnectWise Firewall
- Limit the ConnectWise Boards Synced by TopLeft
- Change How Long TopLeft Keeps Closed ConnectWise Tickets
- Use TopLeft in a ConnectWise Tab
- Use TopLeft in a ConnectWise Custom Menu Entry
- Configure Emails Sent to ConnectWise Contacts
- Restrict TopLeft's Access to ConnectWise Boards
- Use ConnectWise Priority Colours On TopLeft Tickets
- Understand ConnectWise Opportunity Stages and Statuses
- Disable Contact Communication Methods Synchronization
Autotask
- Configure Autotask API User
- Configure Ticket Callouts for Autotask
- Impersonate Autotask Resources from TopLeft
- Limit the Autotask Queues Synced by TopLeft
- Confirm Browser Settings for Autotask
- Configure Emails Sent to Autotask Contacts
- Customize Autotask Ticket Priority Colours
- Change How Long TopLeft Keeps Completed Autotask Tickets