ConnectWise integration

Turn ConnectWise ticket history into answers your field techs can use

Years of service tickets, configuration items and agreements are already in ConnectWise Manage. FieldIQ makes them answerable in plain English from the field, with the ticket or document cited underneath.

Where answers come from

What FieldIQ reads from ConnectWise

Read-only, and only the objects listed here. Every answer cites which record or document it came from.

🎫
Service ticket history
Past tickets by company and site, including the technical detail written into the notes and time entries.
🖥️
Configuration items
The equipment and systems recorded against each company — what is deployed and where.
📄
Agreements and SLA data
What a client is covered for, answerable on site rather than by calling someone with account access.
🏢
Companies and contacts
Site and contact structure, so a question can be scoped to the right location for multi-site clients.
Setup

Connecting ConnectWise

  1. 1Connect ConnectWise Manage from your FieldIQ workspace with an API member and read-only keys.
  2. 2FieldIQ indexes ticket history, configuration items, agreements and company records.
  3. 3Upload the documentation your techs need — as-builts, procedures, vendor manuals.
  4. 4Techs ask from a browser on site. New tickets sync as they are closed.

What FieldIQ will not do

Read-only. FieldIQ does not open, update or close tickets, and does not touch time entries or agreements. It also depends heavily on what your team wrote: ConnectWise holds a great deal of structure, but if resolution detail was never typed into the ticket, there is nothing to retrieve. Configuration items are only as good as your CI hygiene — where CIs are stale, expect answers from ticket text instead.

Questions

Before you start a trial

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FieldIQ is an independent product from CompanyWRX and is not affiliated with, endorsed by, or sponsored by ConnectWise. ConnectWise is a trademark of its respective owner.

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