Change Ticket Links from ConnectWise to MTX

If your ticket links currently open ConnectWise, you can update the dataset link configuration to open MTX instead.

Before you start

• You need access to Data Settings → Datasets
• Your ConnectWise tickets dataset must already be synced

Update the ticket link destination

1. Go to Data Settings → Datasets
2. In the search box, type Tickets and press Enter

3. Open Tickets - Base

4. Click the Link tool (chain icon)

5. Delete the existing link configuration (the one pointing to ConnectWise)

6. Click the Link tool again to create a new link

7. In the URL field, enter:
   • https://mtx.link/

8. Click Add Data

9. Click Add Column

10. Select Ticket # as the column to append to the URL

11. Click Sync & Close

Verify the change

After sync completes:

1. Open any widget or table using the tickets dataset
2. Click a ticket link
3. Confirm it opens in MTX (not ConnectWise)

Troubleshooting

• Links still open ConnectWise: Reopen the Link tool and confirm the base URL is exactly https://mtx.link/
• Links don’t open: Verify Ticket # is included in the link configuration and the dataset finished syncing
• Can’t edit dataset: Check your account role/permissions for Data Settings access