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Currently available for ConnectWise PSA. Contact us to request support for other PSAs.

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Add Neo as a ConnectWise Pod

  1. In ConnectWise, go to System → Setup Tables
  1. In category General, open Manage Hosted API
  2. Click the + button to create a new pod
  1. Configure the pod fields as shown
  1. Set Origin and URL to https://pod.neoagent.io
  2. Optionally set Description and Pod Height (recommend 400px)