Connectwise Email Parsing. The parsing of the emails is handled by the vendor, so we are go

The parsing of the emails is handled by the vendor, so we are good from here! Thanks for all of your help! We would like to show you a description here but the site won’t allow us. We have rules that move messages to a different folder so they are not processed by CW. Jun 10, 2025 · FireMedic949, You can map the emails/tickets to clients through email parsing rules in ConnectWise. So, automatically assigning the contact only works if the inbound email address is unique to Manage, not just unique to the company. Check out more on the They get back a plain text email from the connector saying basically "Thanks, we got your email and we'll get right on it" Tech responds, and the custom HTML closed loop template kicks in and works fine from that point on. If you can edit the subject of the emails to include an existing config name for let’s say the pbx for each company, then u can creat an email connector parsing rule to match the subject line and use the configname variable. ConnectWise Configuration – IMAP Setup l server. Connectwise then creates a ticket and then sends back a ticket into freshservice but fresh service ends up creating a new ticket as opposed to appending to the existing ticket. Contribute to Jetbuilt/connect_wise development by creating an account on GitHub. The email only has the Server Name (DCSERVER1) for example. Aug 16, 2018 · Being a new ConnectWise Manage Partner can seem a bit daunting, kind of like herding cats. Email Parsing Rules Question I'm trying to set up parsing rules for an email connector that auto-assigns a company to a ticket. We would like to show you a description here but the site won’t allow us. Then set up email parsing to act on those strings. Sep 27, 2021 · Email Connector & Parsing Rules What is email parsing and why would this be of interest to your organization? Email parsing is the ability to search for keywords in an email subject line, and perform specific actions against them. May 7, 2021 · If you have not already, you will need to set up an email parser between the 365 Inbox and Connectwise. BUUUT there was a 1-page PDF Cheat Sheet available for download. So I can pull out the configuration name as I know where it sill be in the subject line but much of the rest of the subject will be vary. As the title suggests, if a client sends a support request email in, can you set up Connectwise to automatically add a particular configuration to… We would like to show you a description here but the site won’t allow us. Jun 10, 2024 · If you’re using ConnectWise Manage/PSA, you likely rely on email connectors to create tickets automatically. Automate your customer service workflow with this seamless process between Email Parser by Zapier and ConnectWise Manage. This repository documents all major endpoints, their parameters, and includes code examples to help you quickly implement ConnectWise Manage integrations. Jun 26, 2025 · Mail delivery options There are three ways to send email messages: Send from server directly to the email domain SMTP server – Uses the recipient's SMTP server to manage the incoming email request. Aug 5, 2025 · Overview This article provides a list of the data sources ConnectWise SIEM™ Classic can pull information from. In your case, you can use the Parsing Variable of {company} / ConnectWise PSA Company Name or ID, and the text to search for is the CompanyName. But I was wondering, in the event the company name is misspelled, or formatted differently from the way it's entered in CW, would the parser know to check for errors? Or does it only check for exact matches? We would like to show you a description here but the site won’t allow us. Clear lines of communication, error-proof ticketing, and powerful documentation are all essential to making sure your company runs . Mar 6, 2025 · Overview ConnectWise Manage provides a RESTful API that allows users to interact with their ConnectWise Manage instance programmatically. Put people first and leave the processes to ConnectWise Manage. Does anyone know how the parsing works on Freshservice? Sep 2, 2014 · #OwlieInfo: Set up multiple parsing rules per Email Connector to be able to easily set the priorities for each parsing rule. We use this same method to kill off email auto response loops that occasionally happen. Tip: ConnectWise Email Tags Cheat Sheet I always kept finding this post on ConnectWise email tags - Tip: ConnectWise Email Tags - but the only link made me login to the CW Support Site - and I never had that login handy. If you have set up an email parser, may I ask which one you are using. Some of the possible uses: Automatically set the correct company on a ticket Automatically attach a configuration to a ticket Automatically set the Service Priority Feb 16, 2020 · Setup Log into your ConnectWise Manage instance Navigate to System > Setup Tables Search for the Table "Email Connector" and select it Select the email connector you wish to use Select the Add + icon at the bottom of the page for Parsing Rules Use "Custom" for "Folder Parsing Type" and input {company} - {problem} for the "Email Subject Line OpenAPI generated wrapper for the ConnectWise API.

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