Asset Management

ConnectWise Asset Management

Answer "what do we manage for this client" and find specific devices fast.

Tools

• psa_search_configurations — managed devices/assets (servers, workstations, network gear, etc.)
• psa_api_request — configuration types (/company/configurations/types) and anything else under /company/configurations/*

Workflow

1. Search configurations. psa_search_configurations:
   • A client's active assets: company/identifier="acme" and activeFlag=true
   • By type: type/name="Managed Workstation" or type/name="Server"
   • By identity: serialNumber="ABC123", tagNumber="...", or name contains "SRV"
   • By address: ipAddress="10.0.0.5"
2. Report. Group by type for a footprint view; per asset surface name, type, status, serial, IP, OS, last login, and active flag. Note inactive/retired separately.
3. Lifecycle when asked: installation date and warranty/expiration live on the config — pull fields: "all" or query specific fields for warranty dates.

Tips

• "What do we manage for them" → active configs grouped by type, with counts.
• Custom asset attributes: search with customFieldConditions (e.g. caption="Warranty" AND value!=null).
• Tie an asset to its tickets via the company + config reference when troubleshooting.

Guardrails

Read-first. Confirm before creating/updating or retiring configurations.