Please note:

  • Currently only available for ConnectWise customers

  • Available for all BeeCastle customers (including ProfitTrack only)


How to Setup BeeCastle in ConnectWise for Menu > Sales

How to Setup BeeCastle in ConnectWise for Today Page

How to Setup BeeCastle in ConnectWise for Menu > Sales

Steps 1 & 2

Within ConnectWise navigate to System -> Setup Tables.

Step 3

In "Table" type in "Custom Menu Entry" and click "Enter."

Step 4

Click on the search results of "Custom Menu Entry."

Step 5

Click on the "+" to create a new Menu item.

Step 6

Enter in the details for the BeeCastle menu item.

Step 7

Select "Include All" to make sure that it appears for all users

Step 8

Finished! This is what it will look like...


How to Setup BeeCastle in ConnectWise for Today Page

Step 1

Follow the steps 1-3 from above and at step 3, type in "Manage Hosted API Setup."

Step 2

In the "Manage Hosted API Setup" screen, click on the "+" (similar to step 4 above).

Step 3

Enter the following details.

Step 4

Finished! This is what it will look like...

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