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This guide examines how to migrate from ConnectWise to Atera as seamlessly as possible. We will provide you with the most important tools for the easiest setup.

Understanding the Fundamentals

If you’re looking for a platform with broader benefits and greater overall investment, Atera is the right choice compared to ConnectWise. Atera serves both MSPs and internal IT teams, providing all functionality in a single platform for a seamless experience. Atera includes RMM and PSA functions, ticketing and helpdesk, Linux patch management, patching for MacOs and Windows, remote access, remote monitoring, software deployment, billing, and reporting. Extensive resources and our customer support are always at your disposal, making setup fast and straightforward.

With endless access to integrations in our app center and frequently updated AI features, Atera makes the IT pro’s life easier by alleviating day-to-day and even longer-term stresses. Save time and money by fully automating your IT processes through Atera.

Preparing for the transition

The first step in transitioning to Atera is backing up all crucial data so nothing gets lost in the transition. Then, create a comprehensive inventory of current ConnectWise settings and configurations.

Remember: It is crucial to communicate effectively about the transition with stakeholders so all parties remain up-to-date and in the loop.

Detailed steps for migration

Exporting your data from ConnectWise is the first big step. Once exported, you can begin importing your data into Atera.

How to import exported data into Atera

Client data 

  1. Import client data into all your sites
  2. Import user data into Atera quickly using a CSV from ConnectWise, or even better, through syncing your contacts directly from Azure AD
  3. Use ConnectWise to deploy the Atera agent to all devices
  4. Once migrated, use the Atera agent to remove the CW agent from all devices

Ticket data

Import your ticket data through Atera’s public API to ensure you maintain all your historical tickets. Ensure the safety of time entries, ticket number, the entire conversation, and more.

Checking and verifying data after migration

Once migrated, you can start setting up your automation and configurations with Atera. Our AI script generator can assist you in writing scripts. If you experience any technical issues, our support team is always available to help.

Configuring Atera

How to set up our Dashboard

Understanding the basics of Atera’s Dashboard will allow you to customize your experience to suit your needs better.

Some of our Dashboard’s widgets include Ticket and Alert Status, Alerts Per Customer, Unassigned Tickets, Customer Satisfaction, Availability Monitoring, Recent Alerts, Ticket Activity, and more. Widgets can be hidden, added, changed in size, and rearranged.

Find out more on how to navigate Atera’s Dashboard.

How to set up RMM

  1. Make a designated email address for alerts
  2. Set up a threshold profile that determines the alerts you receive and assign your profile to an agent(s) or customer. Our self-healing function allows customers to save time
  3. Monitor SNMP devices by associating them with a monitoring agent, and manage your customer’s devices through the ‘Manage’ menu of tools accessible on each agent
  4. To maximize time, learn how to set up Atera’s IT Automation Profiles


How to set up PSA

  1. Create your Service Level Agreements (SLAs) and Contracts by setting your business hourscreating an SLA, and finalizing your customer contract
  2. Create an email address using your own domain, which will forward to the Atera ticketing system
  3. Learn how to customize your Customer Portal address and activate and authenticate our helpdesk function so your customers have full accessibility
  4. Set up ticket automation rules for integration between alerts and tickets
  5. Explore Atera Reporting:

For end users: Agent Health Report | Customer Health Report

Internal: Technician Performance Report | Auditor Report

Billing and invoicing settings

To track your time tracking your time and service contracts with a versatile rate structure, we have developed a billing module.

Learn how to create an invoice batch and create a flexible invoice. Choose from the following contracts: Block HoursHourlyRetainer/Flat FeeRemote MonitoringBlock MoneyProject – Hourly RateProject – One-Time Fee, and Online Backup.

Training Your Team

Now that you’ve transitioned to Atera, it’s time to onboard your team. You can do this by ensuring everyone can access the platform, creating all your sites/customers, deploying the agents, and informing your end users of the change.

You can also use our training resources which include a comprehensive knowledge base, webinars (live and also on-demand), blogs, community, live chat support, and a dedicated account manager to get started on the platform.

To foster a collaborative learning environment, you can pass on our resources to your team members. Our help desk is available 24/7 to answer any questions and concerns.

Post-Transition Support

To make the transition from ConnectWise to Atera easier, the following resources are always available:

We are more than an online platform—we offer an IT community that welcomes you with open arms.

Looking ahead

Transitioning from ConnectWise to Atera is straightforward and comes with numerous benefits. With Atera, all your platforms are unified, simplifying your operations and saving time and money. With resources available at your disposal 24/7, the switch is effortless.

Mastering a new platform can appear daunting at first. Luckily, we are here to help every step of the way.

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