Page Comparison

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Aquila Clouds updates the selected ticket service integration.

Edit an ERP integration

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

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2. For an existing ERP integration, click Edit.

3. Enter the following details:

   • ConnectWise Agent Type: Choose 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.

4. Click Confirm and Do you wish to Confirm?.

Aquila Clouds updates the selected ticket service integration.

Delete an integration

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

   

2. For an existing integration, click the following icon.

   

3. Click I understand, Delete.

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