Creating a Custom User Menu in ConnectWise

Update 10 Feb, 2016: Following changes to PCI Compliance, a new QuickLink is required for all login functions, adding the URL to the Wise-Sync website will not display the login page. Only the QLink generated from within the Application will allow the login page to display. Only the sync functions are available via a QLink, any other menu items will require that you log in with your user account when you try to access configuration areas of the site, including: Account, Company, Users and Wise-Pay

Supported ConnectWise Versions: This feature is only available on ConnectWise Versions v2014.3 and later

We've created this feature to bring the integration so far into the ConnectWise user experience that you'd almost think that we're part of the illustrious Modern Office.

With the release of the Custom User Menu's in ConnectWise, this brings opportunity for menu SaaS delivered integration partners to share the ConnectWise user experience, without the need to break out to a new browser. What Wise-Sync has done has brought this experience even closer, with the creation of our New Quick link feature which will provide users with the abilty to click the menu in ConnectWise and directly access Wise-Sync without the need to login.

So how do you do it, check out our QuickLink video which which we've dubbed "Click-Click-Boom".


Refer to the following steps on Setting up the Custom Menu and Quick Links

Creating a Account Quick Link

Account QuickLinks are required where you do not want to link through to an authenticated user. This will allow Wise-Sync to work when embeded in a ConnectWise Tab or Window. Without enabling the QuickLink, the application is blocked from embedding due to PCI requirements surrounding X-Frame embed functions.

An account level Q-Link will simply display the Login Screen, so that users can login with their username and password to Access Wise-Sync. 

Note: Due to the limited implementation of Browser Objects in the ConnectWise window / tab, features such as last-pass, key chain and chrome password fill-in will not work. Nothing we can do about that as it is the way that the browser is implemented by ConnectWise.

Creating a Quick Link  

Step 1.1 > Create an Account Quick Link:

  1. Log into Wise-Sync
  2. Click on the Account Link at the top
  3. Click on the Quick Link Tab on the Left application tabs.
  4. Click on the Generate Q-Link button
  5. Copy the Quick link URL including the big long qid

    Tip rather than writing this code down with a notepad and pen, press CTRL + A, CTRL + C to copy it to your computers inbuilt clipboard.

  6. Press Save, to ensure that the link is saved.
  7. Move to Step 2

Step1 > Create Quick Link:

The QuickLink created at the Wise-Sync user level will allow any user (with acccess to the restricted location) access to sync with Wise-Sync using that user account. You may wish to create a separate user account for this function. If any user attempts to access any of the other menus outside of the basic sync function, they will be prompted for login credentials.   
  1. Log into Wise-Sync
  2. Click on the Users Link at the top
  3. Click on the User Account you wish to create a quick link for
  4. Click on the Generate Q-Link button
  5. Copy the Quick link URL including the big long qid

    Tip rather than writing this code down with a notepad and pen, press CTRL + A, CTRL + C to copy it to your computers inbuilt clipboard.

  6. Press Save, to ensure that the link is saved.

Step 2 > Create the Custom User Menu in ConnectWise

  1. Log into ConnectWise
  2. Click on the Setup Tables
  3. Search for "Custom Menu Entry"
  4. Create a New Custom Menu Entry
  5. Enter the Title: Wise-Sync
  6. Enter the Q-Link copied from Step 1
  7. Download the Logo and save this in a place to access later 
  8. Access the place where you saved the file (you will need to change the file filter to include png files)
  9. Uncheck the "Open in New Window" checkbox.
  10. Select which Locations should be excluded (if you want to limit access to this menu).
  11. Press Test - To ensure that the link has been saved correctly, if it does not work, repeat the process at step 1.
  12. Press Save, your link will be visible when you close and reopen ConnectWise.

Please note that for better security, the Quick Link will only allow syncing - if you click on any of the other menus in Wise-Sync you will be asked to log in again.


 For more details on other errors which may appear from time to time, refer to the help documentation in the Wise-Sync Knowledge Base