Migrating your Portal Request Types to our new engine
If you haven't migrated your portal types yet, you will see a yellow warning banner
Click the migrate link in order to start migration from ConnectWise portal types to DeskDirector. This will open the migration tool.
DeskDirector will import the portal configuration information from your ConnectWise. If everything looks good, you should click next.
If you have excluded portal types from any company, you will need to export a CSV file. You can skip this step if you have not set any company exclusions or if you want to redefine them.
If you need to export a CSV file, you will need to follow these instructions:
You're going to need an exported report from the report writer in CSV format, read on to see how. This CSV is going to contain the information on which portal types have been excluded for each of your client companies.
1. Go to report writer
2. Create a new report
3. Select your data source
The data source can be found under the service section: SR_Portal_Type_Exclusion
Head to the Fields tab and select these 3 fields to export. Click the export CSV icon and your download should begin.
Head back to the migrate page
Load the .csv file into the migration box
From here you can parse the CSV file and continue the migration.
And you're done! You should see your portal types on the Edit Request Type screen. Check out this article for more information on setting these portal types up, make sure you enable them before enabling these new portal types. If you need assistance, don't hesitate to contact firstname.lastname@example.org
Head to the Edit Request Types page and click the link at the top to the migration page. From there just hit the migrate button and your types will be migrated to the new engine.