To import your customers to Cloud Marketplace from ConnectWise using the customer import wizard, complete the following steps:
- In your UX1 for Resellers, click Integrations.
- On the ConnectWise tile, click Manage to enter your dashboard.
- On the dashboard, click the gear icon and select Mapping.
- In the Customers tab of the Mapping screen, click Import Customers. Note: Select Show only unmapped to filter out only unmapped customers.
- In the customer import wizard, you can import customers individually (see Step 6), or in bulk by clicking Import All.
Note: Bulk customer import is performed only for those customers whose profiles are filled out completely. Otherwise, you need to import customers individually.
- To import customers individually, click Import, then fill out all required profile details and click Import again.
During the importing operation, your customers are mapped automatically.