junto

In Connectwise PSA, Navigate to System &gt; Security Roles and create a new security role. ​ ​

Naming your Role "Junto", configure the permissions as below:

Navigate to System &gt; Members and create a new API Member

Set member id and name to junto and set role id to "Junto". Save ​

Open the new Junto API member and select the API Keys tab. Create a new API key and make note of the public and private keys In Junto, go to Settings &gt; Integrations and open the Connectwise PSA integration.

Click Edit and input the company name (the one you use to login to Connectwise) and the public and private keys. ​

And select Update. Open "Configure Boards" and Select the boards you would like to sync to Junto. Apply Selections and set-up the status mappings.

Save Mappings and click Sync-Now to start initial sync.

While sync is running, click "Technician Mapping" and verify mappings with Junto users. Switch to Ticket Mode to view tickets and get started: ​

Connect Junto with your Connectwise PSA and start supercharging your tickets.

Configure Connectwise PSA Sync

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Name	Add	Edit	Delete	Inquire
Company Maintenance	All	All	None	All
Company/Contact Group Maintenance	All	All	All	All
Configurations	None	None	None	All
Contacts	All	All	None	All
CRM/Sales Activities	All	None	None	All
Manage Attachments	All	None	None	All
Notes	None	None	None	All
Team Members	None	None	None	All

Name	Add	Edit	Delete	Inquire
Agreements	None	None	None	All
Company Finance	None	All	None	All
Invoicing	None	None	None	All

Name	Add	Edit	Delete	Inquire
Product Catalog	None	None	None	All
Products	All	None	None	All

Name	Add	Edit	Delete	Inquire
Closed Opportunity	None	All	None	All
Opportunity	All	All	All	All
Opportunity Finance	None	None	None	All
Reports	None	None	None	All
Sales Dashboard	None	None	None	All
Sales Funnel	None	None	None	All
Sales Order Finance	None	None	None	All
Sales Orders	All	All	All	All

Name	Add	Edit	Delete	Inquire
Close Service Tickets	None	All	None	All
Merge Tickets	All	None	None	All
Reports	None	None	None	All
Resource Scheduling	All	All	All	All
Service Ticket - Finance	None	None	None	All
Service Tickets	All	All	None	All

Configure Connectwise PSA Sync

Create Security Role

Companies

Finance

Procurement

Sales

Service Desk

System

Time & Expense

Create API Member