This article covers the sync settings for your ConnectWise RMM integration in ScalePad.
Navigate to Integrations, and select ConnectWise RMM.
Enable Two-Way Sync
Warranty Expiration and purchase dates are queried by ScalePad and written back into ConnectWise RMM. ConnectWise RMM doesn't allow integrations to write to its built-in fields, so you can't map these dates to a field of your choice. Instead, ScalePad writes them to its own fields on each device.
Under Enable Two-Way Sync Fields, select the appropriate boxes to enable Two-Way Sync for these fields
When you're finished, click Save and sync now.
Sync assets without serial numbers
While we're unable to perform warranty look-ups on hardware assets without serial numbers, there is value in adding these assets to your ScalePad account.
Although we don't perform warranty lookups directly on assets without serial numbers, you can manually enter end dates for them, and we also report on their OS status.
We always recommend syncing all assets to your account to ensure you have a complete picture of your assets under management. This ensures that every team member has the full insights needed to consult and service each client effectively.
Select the Sync assets without serial numbers box.
Click Save and sync now.
| Any questions? Reach out to our ScalePad support team by submitting a support ticket. |
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