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Custom Objects

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Custom Objects resources provide guidance for managing configurations and converting products into configurations within ConnectWise PSA. These materials help organize customer information, improve data visibility, and support more effective service management.

Resources

  • PSAC-800-G

    Guide

    Configurations

    In this document we will review what configurations are and how to use them. Configurations are used to stored information on your clients products, licenses, and managed devices
    Recommended first step
    Start with the guide

  • PSAC-805-G

    Guide

    Convert Projects to Configurations

    In this document we will discuss converting Products to Configurations in ConnectWise Manage. We will review when to do this process, why you might want to, how to do the process, how configurations interreact with other integrations, and some best practices for using configurations.
    Recommended first step
    Start with the guide