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ConnectWise | Service Board Not Found in Integration

Missing Service Board in ConnectWise Integration, Service Board Not Found, ConnectWise, ConnectWise Integration

Updated over a month ago

Overview πŸ’₯

When using Liongard’s ConnectWise PSA integration for ticketing, you may notice that one or more Service Boards do not appear in Liongardβ€”even though they exist in ConnectWise.

This article explains why Service Boards may be missing, how to verify permissions and mappings, and the steps to resolve the issue so ticket creation and synchronization function correctly.


Why Does This Happen? πŸ€”

A Service Board may be missing in Liongard due to one or more of the following reasons:

Cause

Explanation

API Member lacks board access

The Liongard API Member is not granted access to the Service Board in ConnectWise

New Service Board added recently

Newly created boards are not automatically available to API members

Ticketing not fully configured

Statuses and priorities are not mapped for the board

Cached integration data

Liongard has not refreshed the Service Board list after changes

Insufficient API permissions

The API Member cannot read or create service tickets


Steps To Resolve πŸ§‘β€πŸ«

Step 1: Verify Ticketing Integration Settings in Liongard

  1. Log in to Liongard

  2. Navigate to:
    ​Admin β†’ Integrations β†’ ConnectWise β†’ Ticketing

  3. Confirm that:

    • Ticketing is enabled

    • The correct API Member is selected

    • The expected Service Boards are listed

βœ… If the board is visible, continue to status and priority mapping (Step 4).

❌ If the board is missing, proceed to Step 2.


Step 2: Ensure API Member Access to the Service Board in ConnectWise

If a Service Board exists in ConnectWise but does not appear in Liongard:

  1. Log in to ConnectWise PSA

  2. Navigate to:
    ​Setup Tables β†’ Service Board List

  3. Select the affected Service Board

  4. Open Member Access

  5. Locate the Liongard API Member

  6. Ensure access is enabled for the board

πŸ“Œ Important: New Service Boards must be explicitly granted to the API Memberβ€”this is not automatic. If access is missing, update the Member Access settings to include the board.
Reference : Send Tickets to ConnectWise

Step 3: Refresh Service Board Mapping in Liongard

After updating permissions in ConnectWise:

  1. Return to Liongard

  2. Navigate to:
    ​Admin β†’ Integrations β†’ ConnectWise β†’ Configuration Types β†’ Troubleshooting β†’ Re-Sync ConnectWise.

  3. Refresh or reload the Ticketing page.

  4. Verify whether the missing Service Board now appears.

If the board still does not appear:

  • Reconfirm Member Access in ConnectWise

  • Verify the API credentials being used by Liongard


Step 4: Map Statuses and Priorities (Required)

For each Service Board, Liongard requires:

  • Status mapping

  • Priority mapping

Navigate to the Service Board configuration in Liongard and ensure mappings are complete.

⚠️ Important Note: If a ticket is moved to a Service Board without mapped statuses, Liongard will not receive callbacks, and ticket updates will stop syncing.

Step 5: Test Ticket Creation

  1. Create a test alert or ticket from Liongard

  2. Confirm:

    • The ticket appears in the correct Service Board

    • Status updates sync between Liongard and ConnectWise is enabled (Ensure Enable Alerts And Ticket Status Sync From PSA is checked βœ….)


Common Issues & Quick Checks πŸš€

Issue

What to Check

Board not visible

API Member access in ConnectWise

Ticket creation fails

Status or priority mapping missing

Ticket updates stop

Ticket moved to unmapped board

Permissions errors

API Member role and service ticket permissions

Recent board changes

Refresh mapping in Liongard


When to Contact Support 🦁

Contact Liongard Support if:

  • The Service Board still does not appear after confirming API Member access.

  • Ticket creation fails despite correct mappings.

  • Callbacks stop unexpectedly.

  • You see authentication or permission errors.

When contacting support, include:

  • Service Board name.

  • API Member name.

  • Screenshots of Member Access and Liongard mappings.

  • Error messages (if any).


Security & Best Practices 🌟

  • Use a dedicated API Member for Liongard.

  • Grant only the required Service Board access.

  • Review permissions after adding new boards.

  • Avoid moving tickets to unmapped boards.

  • Periodically verify status and priority mappings.


Disclaimer ‼️

  • Service Board visibility depends entirely on API Member permissions in ConnectWise.

  • Newly created boards require manual access updates.

  • UI labels and workflows may change as ConnectWise and Liongard evolve.

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