ConnectWise: Specify PSA service defaults

Written By Tami Sutcliffe (Super Administrator)

Updated at August 18th, 2025

After you create an API member and API keys, you should check if PSA service defaults are set correctly. 

To check and specify service defaults:

1. In PSA "Detail" tab of the Member, specify a default Service Board for the newly created API Member. This board will be used when tickets are pushed from x360Cloud.

2. In the System menu, click the Setup Tables link and navigate to the Service Board list.

3. On the Setup Tables - Service Board page, pick and navigate to the Board that you selected to be a default one for the API Member. 

4. Click the Statuses tab of the board, select and navigate to the status that should be used by default for each new ticket generated from x360Cloud.

5. Check the Default checkbox for the chosen status to ensure this status is saved as the default status.

6. Similarly to default Ticket Status selection, click the Teams tab and select a relevant default team for the board.

 


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