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1. On the side navigation bar, select the ADMINISTRATION tab, and click Integrations.
   Aquila Clouds displays the Integrations page.

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2. Click Add.
   Aquila Clouds displays the Add Integration page.

3. Select ERP as the Integration Service Type.

4. Select ConnectWise Manage as the Integration Type.

5. 

   Enter the following details:

   • ConnectWise Agent Type:

   • State: Toggle on to set the OKTA configuration to active.

   • Name: Type the name of the OKTA instance.

   • Client Id: Type the client ID for the OKTA instance.

   • Okta Domain: Type the domain of the OKTA instanceChoose between the following

     • Generic Agent: With this agent type, there is no rollup of data

     • Rollup by categories: With this agent type, the data are rolled up by categories

     • Rollup by SKU names: With this agent type, the data are rolled up by SKU names

   • ConnectWise Manage Server URL: The URL of the ConnectWise Manage (PSA) Server URL

   • ConnectWise Company ID: The ID of the company that owns the ConnectWise Manage (PSA) instance

   • Public Key: Public key to access the ConnectWise Manage (PSA) Server

   • Private Key: Private Key to access the ConnectWise Manage (PSA) Server

   • Schedule ConnectWise Data Send? If Yes, user can input a schedule to push the data from BillOps to ConnectWise Manage (PSA) server on a daily / weekly / monthly basis.

6. Click Confirm.

Aquila Clouds adds new OKTA ConnectWise Manage integration with the required details.

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