Set configuration contacts

ConnectActive can set the Contact on a client’s ConnectWise configurations to the synced contact of the user who last logged in to each machine. It is off until you choose otherwise, per company.

Choose a mode

1. Open the company’s Settings.
2. Under Overwrite Options, choose Configuration Contacts:
   • Do not change Configuration Contacts (the default).
   • Set Configuration Contact from last login when empty or inactive: fills a configuration that has no contact, or whose contact is inactive in ConnectWise. A contact chosen by hand is kept, and a departed user’s machine passes to its new user once the old contact is deactivated.
   • Always set Configuration Contact from last login: replaces any contact that differs from the last login.

The choice is saved at once and applies from the company’s next sync: at the end of each automatic sync, and shortly after a sync you commit by hand without errors. Opening or reviewing a company changes nothing.

Current contact	When empty or inactive	Always
None	Set	Set
Inactive in ConnectWise	Set	Set
The same contact	Unchanged	Unchanged
Another active contact	Unchanged	Set

Which configurations

Only configurations of the company that are:

• of a type whose name contains Workstation, Desktop, Laptop or Computer;
• not Inactive, Retired or Automate Inactive;
• showing a last-login user.

The last-login user is matched to a synced user by user name (ignoring any DOMAIN\ prefix and letter case), then by sign-in address, then by display name when only one synced user has it. A machine whose last login matches no synced contact keeps its contact. ConnectActive never assigns a contact that is inactive in ConnectWise.

At most 50 configurations are updated per sync; the rest follow in later syncs.

ConnectWise permission

ConnectActive’s ConnectWise API member needs Companies and Contacts → Configurations → Edit set to All on its security role. If it is missing, the company’s settings say so under the selector, and the sync makes no configuration changes for that company. The mode is still saved, so it takes effect once the right is granted.