Lifecycle Insights allows you to import your agreements from Connectwise Manage as Contracts in LCI. You can do this if your primary integration is with either Connectwise Manage or IT Glue.
This particular article outlines how to import Agreements when you have set up CW Manage as your primary integration. If you have set up IT Glue as your primary integration in LCI, please refer to this article.
Connectwise Manage Requirements
In order for us to pull Agreements from CW Manage, the CW Manage Security role set up for the LCI API key must have the appropriate access. The following will walk you through ensuring that you have the correct access right set up for the API key being used.
1. Log into CW Manage - you must log in as a user with Administrative privileges
2. In the left Nav pane, click on Security, then choose Security Roles
3. Find the Security Role that is tied to the API Member used for Lifecycle Insights
4. Click on the name of the Security Role to bring up the Security Modules page.
5. Expand Companies
a. Ensure/set Inquire Level to All for Company Maintenance
6. Expand Finance
a. Ensure/set Inquire Level to All for Agreements
7. Click the Save icon at the top
Importing Agreements when CW Manage is your Primary Integration Source
To import Agreements, you must be on the Contracts Page. When you are there, you will initiate the import by clicking on the Import from CW Manage button as shown below.
Upon clicking on the Import Button, you will be presented with a list of Agreements for the selected company you are working with. By default only the Agreements show. If you would like to look at the individual Additions that are under that Agreement, you can click the checkbox labeled Show Additions under Agreement.
At this point, you can now decide to Import at any level (Agreement or Addition). To import the agreement or addition, click on the Import icon next to the line item as show below.
Once you click the Import icon, LCI will go out and grab the Agreement or Addition and load it as a contract in LCI.
Note that if CW Manage is your primary integration source in LCI, we will also pull any associated assets/configurations as defined in CW Manage.
Imported Agreements will be designated with ** in the Contracts List.
Additionally, imported contracts will have certain fields that are not editable. Those fields are controlled by the sync process with CW Manage. Or another way to say this is that if you want to update the following fields in LCI - that update must happen in CW Manage, or you should copy the imported Contract to an LCI Contract (in which case you can update every field).
CW Agreements will be sync'd to LCI during your nightly build process. If you wish to sync on demand, you can click the Initiate Contracts PSA Sync Now! button.