This plugin can push/pull a contact to/from Connectwise Manage.
You will need your company id in order to authenticate the Connectwise plugin.
Use the thick client to create a new API member. Download think client from here.
Go to System/member
Create a new API member.
You will also have a link to get your public and private keys.
Copy the public and private keys.
Insert the keys to the Mautic Connectwise plugin and authorize it.
Configure the field mapping.
Please map all fields marked in red, as these are required fields.
Select the objects you wish to pull or push records from. You can push contacts to the Contacts modules in connectwise.
Pulling records will be done from Contacts module in Connectwise to Contacts in Mautic and Companies from Connectwise will be pulled into Mautic companies.
To push or pull records from Connectwise you need to run the Mautic integration commands:
php bin/console mautic:integration:synccontacts --integration=Connectwise
mautic:integration:fetchleads is a alias of this command.
php bin/console mautic:integration:pushactivity --integration=Connectwise
mautic:integration:pushleadactivity is a alias of this command.
Both commands take these parameters:
Usage: mautic:integration:pushactivity [options] mautic:integration:synccontacts [options] Options: -i, --integration=INTEGRATION Integration name. Integration must be enabled and authorised. -d, --start-date=START-DATE Set start date for updated values. -t, --end-date=END-DATE Set end date for updated values. -a, --time-interval[=TIME-INTERVAL] Send time interval to check updates on Connectwise, it should be a correct php formatted time interval in the past eg:(-10 minutes)
--time-interval This parameter is used to setup the amount of time we want to pull records from. Possible entries: "-10 days", "-1 day", "-10 minutes", "-1 minute". Maximum time interval "-29 days".
Follow these steps to test the integration.
You can create new contact activities in Connectwise through a Campaign action. To do so follow these steps.
You can create a Mautic Segment composed of contacts that are in a Connectwise campaign group. To do this create a segment filter Integration Campaign Member option, then in the filter properties select the name of the campaign group you wish to get group members from.