ConnectWise admins can configure a pod with the integration on any instance.

1. In ConnectWise, go to the System > Setup Tables menu.
2. In the Table column, search for Manage Hosted API and select that item.
3. Select the plus icon in the top-left to add the following setup entry:
   • Description: Type LogMeIn Resolve.
   • Screen: Depending on your goal, do the following:
     • If you want to access the ticketing application, select Service Ticket.
     • If you want to sync tenants, devices, and ticket automation, select either Configurations – the pod will appear on the Configuration page in ConnectWise – or Company – the pod will appear on the Company page in ConnectWise.
     .
   • Origin: Type https://cw-integration.console.gotoresolve.com
   • URL: Type https://cw-integration.console.gotoresolve.com/latest/index.html?id=[cw_id]&screen=[cw_screen]
   • Select Pod as a way to display the LogMeIn Resolve app in ConnectWise.
4. Go to the Companies > Configurations page and select the plus icon at the top to create a new configuration.
   
5. In the New Configuration page, do the following:
   1. Name your configuration.
   2. From the Company drop-down, select the LogMeIn Resolve company that you want to manage in ConnectWise.
   3. Save your configuration.

   Result: The GoTo Resolve app is now displayed as a pod.

1. In ConnectWise, go to System > Members.
2. Select the API Members tab.
3. Select the New Item icon.
4. In the Member ID field, create a new API Member name. The API Member name will be what displays in the PSA Audit Trail.
5. Enter a name in the Member Name field. For example, ConnectWise Sell.
6. Select a Time Zone.
   Your selected time zone does not affect your integration.
7. Enter an email address and a phone number associated with the API member.
8. In the System pod, select the Security Role in the Role ID drop down that contains the correct PSA permissions needed.
9. Select Corporate in the Level and Name drop downs.
   Selecting Corporate provides the highest-level access to Companies in PSA that are needed for the integration.
10. Select a location in the Location drop down.
11. Select Corporate in the Default Territory drop down.
12. Select Save.
13. Navigate to the API Keys tab.
14. Select the New Item icon.
15. Enter a Description for your API keys.
16. Select Save. Your API keys are displayed. Copy the Public Key and Private Key to a temporary text file.

You can manage your LogMeIn Resolve devices and tenants directly in ConnectWise. A tenant is called a company in ConnectWise.

1. Make sure the GoTo Resolve pod is open.
2. Select Connect to GoTo Resolve to create a link between your ConnectWise and LogMeIn Resolve accounts.
3. Select the Update companies link and then select Next to start synchronizing your companies and devices into ConnectWise.
   
4. Select Import Devices.
   Your new devices are listed on the Companies > Configurations page in ConnectWise.
5. Verify that your integration works:
   1. In ConnectWise, go to the Companies > Configurations page.
   2. Select an imported device.

      Result: You should see the Device details tab. If not, select Connect to GoTo Resolve.

To allow agents to create time entries from the LogMeIn Resolve app, the admin of the ConnectWise instance must set up expense report periods. If an agent tries to create a time entry without that setup, an error will be displayed. To set up expense report periods, do the following:

1. Go to the System > Setup Tables menu.
2. In the Table column, search for Time period and select that item.
3. Create a new time period with the following settings:
   • Period for: Select Time and Expense
   • Year: Type the current year
   • End of First Period: Select the last business day of January from the calendar
4. Save your configuration at the top of the page.