To enable seamless ticket creation from Liongard to ConnectWise, follow these steps to ensure that the Liongard API Member has the necessary permissions and access:
1. Verify Ticketing Integration Settings in Liongard
Navigate to Admin > Integration > ConnectWise > Ticketing in Liongard.
Confirm that the Liongard API Member has the correct permissions to read and create tickets for the Service Boards that are mapped between Liongard and ConnectWise.
2. Ensure Access to New Service Boards in ConnectWise
If a new Service Board in ConnectWise is not visible in Liongard:
Open ConnectWise and navigate to:
Setup Tables > Service Board List > {Your API Member Account} > Member Access.
Verify that your Liongard API Member account has access to the new Service Board.
If access is missing, update the Member Access settings to include the board.
3. Test the Configuration
Return to Liongard and refresh the Service Boards mapping page.
Check if the newly added Service Board appears. If it does not:
Reconfirm the Member Access settings in ConnectWise.
Ensure that the integration credentials for the Liongard API Member are correct.
Reference Documentation
For additional details on mapping Liongard to a ConnectWise Service Board, refer to the Liongard documentation here:
Send Tickets to ConnectWise