ConnectWise Migration process

The Help Desk Migration Wizard migrates Board Types, Board SubTypes, and Board Items by default, ensuring a smooth transfer to your service desk

What Gets Migrated?

1. Board Types: primary categories within ConnectWise Boards (e.g., Development, Support, Sales, Marketing).
2. Board SubTypes: more specific categorizations within a Board Type (e.g., Front-end Development, Back-end Development).
3. Board Items: tasks, issues, or project requirements, including due dates, descriptions, files, and progress tracking.

How to Migrate Board Data

These entities migrate automatically through the Help Desk Migration Wizard. To get started:

Generate your ConnectWise Client ID and API Keys, as well as Company ID. Refer to the respective migration guide or video tutorials for step-by-step instructions:

• How to generate your ConnectWise Client ID 
• How to generate ConnectWise API Keys 
• How to find a company ID in ConnectWise 

Run Demo Migration to test the migration service, check Demo results before going with a Full Migration.