Creating New Companies

You can create companies in Veeam Service Provider Console based on contact data from accounts of companies managed in ConnectWise Manage.

When you create a new company, Veeam Service Provider Console:

1. Retrieves company ID and data of company primary contact from ConnectWise Manage.
2. Creates an account based on retrieved information and maps it automatically to a source company in ConnectWise Manage.
3. [If the Send Welcome Email toggle is set to On] Sends a welcome email message at the address specified in the Company Info section of the company settings.

For details, see Sending Welcome Email Message.

Creating Companies

To create new companies in Veeam Service Provider Console:

1. Log in to Veeam Service Provider Console.

Log in as a user that has privileges to access the Veeam Service Provider Console plugin library. For details, see Required Privileges.

2. At the top right corner of the Veeam Service Provider Console window, click Configuration.
3. In the configuration menu on the left, click Plugin Library.
4. Click the ConnectWise Manage plugin tile.
5. In the menu on the left, click Companies.

Veeam Service Provider Console will display a list of all companies managed in ConnectWise Manage.

6. From the list of companies, select unmapped ConnectWise Manage companies for which you want to create companies in Veeam Service Provider Console.

To narrow down the list of companies, you can apply the following filters:

• Company name — search companies by name configured in ConnectWise Manage.
• Type — limit the list of companies by type configured in ConnectWise Manage.
• Site — limit the list of companies by Veeam Cloud Connect server on which the company is registered.
• Status — limit the list of companies by mapping status (Mapped, Unmapped, Creating, Error).

7. At the top of the list, click Create Company.
8. [If you have several Veeam Cloud Connect sites or several gateway pools connected] In the Company Creation window, select the Veeam Cloud Connect server, in which you want to create the company, and the gateway pool that will be available to the company.