Connecting to ConnectWise Sell

This document is a step by step guide for setting up the ConnectWise Sell integration within BrightGauge.

 

Step 1 - Log in to your BrightGauge Account

If you have not created an account yet, go here to get started.

Once you have logged in:

  • For New or Existing Accounts:

From the account Overview page, click on the "Add a Datasource" button: 

Or, simply click on the "Data" menu on the top right hand corner of the screen, and then select "Datasources" from the drop down menu:

On the "Add a New Datasource" page, you will find an icon for "ConnectWise Sell":

 

 

Step 2 - Test and Save the ConnectWise Sell Datasource in BrightGauge

After clicking on the above icon, you will be taken to this page, to enter your credentials:

To find your Access Key, log into your Sell system and see what the AccessKey says within the URL.

After adding your credentials, simply add a name, and make sure to test the Datasource to make sure it is connecting correctly. Once that is good to go, hit "Save".

Datasets and gauges will be added to your account and they will start syncing immediately. Initial syncs usually take 20-30 minutes to complete.

For additional information, please check out our support forums here.

 

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