ConnectWise - What if I need to change the name of an organization?

If you rename an organization in ConnectWise that you mapped during integration setup, the portal automatically updates the company name to match.

If you create a new company in ConnectWise after setting up the integration, log into the Field Effect portal and adjust the original mapping to point to the new company you created in ConnectWise. An ARO sync will then trigger for the new mapping, but it will not move any of the tickets to the new company. Any unresolved AROs remain with the original company in ConnectWise, but Field Effect sends all new AROs to the new company.