Company mapping (activating companies):

Once your integration is complete, your first step in onboarding will be to ensure the appropriate customers are active in the platform. We have attempted to activate the number of companies aligned with your subscription based on our algorithm.


To confirm or update your active companies, click on the integrations button under the administration area.

Then choose the tile that is configured for your primary integration. 

screengrab pointing to connectwise integration your primary integration may be different

Choose the Company Selection tab where you will see your subscription status along with how many clients you currently have set as Active.

screengrab with company selection and number of active companies highlightedYou will see the list of all companies that have been imported along with their status from the source integration and company type as well as check boxes indicating which companies are active.

screengrab of company integrationsIf you have lots of companies in the site, use search to identify a specific company that you want to add or remove OR use the “advance filtering” option.

screengrab showing search and advanced filtering button

Once you have chosen which companies you wish you have active, be sure to click "Save Company Changes" at the bottom of the page.screengrab of save changes button highlighted

This will immediately update your company picker list on the dashboard and report pages.