Integration Details

Below are the key integration features between ChangeBreeze and ConnectWise, including the additional Company Sync capability.

Company Sync

• Automatically imports and syncs ConnectWise Companies into ChangeBreeze.
• Ensures your ChangeBreeze tenant structure matches your ConnectWise client list.
• Prevents mismatched or duplicate companies by maintaining a single source of truth.
• Enables accurate mapping for tickets, devices, and board filtering.

Ticket Linking

• Search and link ConnectWise service tickets directly from a change record.
• Filter by specific boards to control which tickets can be linked.
• Posts automatic notes to the ticket with change details and links.

Automatic Ticket Status Updates

• Updates custom ticket status automatically as the change progresses in ChangeBreeze (Created → Approved → Scheduled → Completed → Cancelled).
• Fully configurable status mappings for each lifecycle event.
• Eliminates manual ticket updates and ensures PSA accuracy.

Automatic Resource Assignment

• Adds change creators, approvers, and vCAB members as ticket resources.
• Syncs scheduling and visibility across both systems.
• Ensures the right people are assigned without manual intervention.

Ticket Notifications & Notes

• Posts approval decisions, implementation updates, and completion notes to the ticket.
• Keeps technicians and stakeholders informed without extra work.
• Opens ConnectWise time entry directly from the change record.
• Pre populates ticket and member details for fast, accurate billing.

Device Synchronization

• Imports ConnectWise Configurations as devices into ChangeBreeze.
• Supports device type mapping for clean categorization.
• Allows referencing devices in changes using @hostname syntax for traceability.

Board Filtering

• Control which ConnectWise boards appear when linking tickets.
• Reduces clutter and ensures technicians only see relevant boards.