Mappings
After the connection with ConnectWise PSA has been established, the Mappings section becomes active and automatically displays all ConnectWise PSA and GravityZone companies side by side. When saving a mapping, the integration creates associations records between existing ConnectWise PSA companies and existing GravityZone companies.
Caution
For better performance when loading data, select an option in the PSA Company Status filter. For example: Active.
To search for a ConnectWise PSA or GravityZone company, use the corresponding search boxes.
To filter ConnectWise PSA mappings, select any options in the Mappings menu:
All - displays all mappings.
Yes - displays only ConnectWise PSA companies that are mapped to corresponding GravityZone companies.
No - displays only ConnectWise PSA companies that are not yet mapped to a corresponding GravityZone companies.
To filter ConnectWise PSA companies, select any options in the PSA company status menu:
All - displays all ConnectWise PSA companies.
Active - displays only active ConnectWise PSA companies.
Inactive - displays only inactive ConnectWise PSA companies.
Other statuses that are imported from the ConnectWise PSA platform.
In the Mappings table, you can view the details for each mapping in the following columns:
Billing - a preselected checkbox indicates that the billing service is enabled for this mapping.
Ticketing - a preselected checkbox indicates that the ticketing service is enabled for this mapping.
Status - indicates whether the mapping requires your attention as follows:
Has events - this mapping has encountered some issues and events have been generated.
OK - this mapping works as expected and no events have been generated.
N/A - no mapping is available.
To create a mapping, follow these steps:
Click the edit button for a ConnectWise PSA company.
On the configuration page, select from the drop-down list the corresponding GravityZone company. The list includes only GravityZone companies that are not part of other mappings in the integration.
Select the checkbox to enable the Billing service, if you want it to be available for this mapping.
Optionally, under Finance, select more options:
Agreement type - select a different agreement type for this mapping to change the default agreement type selected under Settings > Configuration > Billing.
Agreement - select an exact agreement based on the previous selected agreement type for the current mapping.
Select the checkbox to enable the Ticketing service, if you want it to be available for this mapping.
Click Save.
After the mapping is saved, the status of the mapping will be automatically shown as OK, with a green dot.
The status can change to Has Events if the recurrent billing service tries to push additions to the configured agreement type and fails (every 4 hours), or if the ticketing service is not able to create tickets on the mapped ConnectWise PSA companies.
To delete a mapping, follow these steps:
Click the edit button for a ConnectWise PSA company.
On the configuration page, select from the drop-down list the Remove mapping option.
A warning message will be displayed, informing you that the current association between the ConnectWise PSA company and the GravityZone company will be deleted, and all services disabled. Afterward, the GravityZone company can then be reused for new mapping.
Click Save.