Mapping to an existing Acronis customer

If an appropriate Acronis customer already exists, you can map a single ConnectWise PSA customer to it.

To map to an existing Acronis customer

Company administrator

Custom role with 'Manage integrations' permission or 'Configure integration settings' permission

  1. [If required] Open the integration.

  2. Select the CUSTOMER MAPPING tab.

  3. Type in the Search field to filter the list based on the ConnectWise PSA customer names.

  4. Click to refine the contents of the list by Mapping and/or Status.

  5. Select the ConnectWise PSA customer you want to map.

  6. Click Map to existing customer tenant.

    This button is only available if you select a single ConnectWise PSA customer. You cannot map multiple ConnectWise PSA customers to a single Acronis customer.

  7. Select an Acronis customer tenant from the dropdown.

    Use the Search option to filter the list.

  8. Click Map.

    The Mapping status field changes to Ready for mapping.

  9. Click Apply mapping.