Import Data

Admin > Imports & Exports > Import Data

The Import Data page imports customer accounts and contacts from other PSA vendor systems. Currently only ConnectWise systems can be imported.

Importing Data from ConnectWise

In ConnectWise

Create public and private keys.

1. Login into ConnectWise.
2. Navigate to My Account.
   
3. Click the API Keys tab.
   
4. Click the + icon.
5. Enter Vorex Integration as the Description, then save the record. The page should refresh.
6. Make note of the displayed Public Key and Private Key.
   

In Vorex

Start a data import job.

1. Login into Vorex.
2. Select the Admin > Imports & Exports > Import Data page.
3. Click the ConnectWise logo.
4. Enter the following ConnectWise authentication details:
   • Public Key
   • Private Key
   • Server
     • If your customer login URL looks like this...
       na.myconnectwise.net
       ... the API URL for Data Import needs to be entered as this:
       api-na.myconnectwise.net/v4_6_release/apis/3.0/
     • In this example, na changes to api-na.
     • Append /v4_6_release/apis/3.0/ to the end of the URL.
   • Company

Job Processing and Notification

Vorex™ will queue your job and process it. When processing completes you will be notified by email. The following is a sample email:

  <your_Vorex_account_name>,

  Your ConnectWise data import has been completed.

  8 Client Accounts and 13 Contacts were imported from your
  ConnectWise account to Vorex™.

  For questions and assistance, contact Support.

  Thank you,
  Vorex™