Insert time entries

1m 25s — Last updated: 15 July 2024

Insert time entries and notes from any generated output

Insert Note or Time Entry button

Any output generated by Insights can be automatically inserted into ConnectWise as a Time Entry or Ticket Note. Access the Insert screen from the left-hand menu, or click the Insert Note or Time Entry button underneath any Insights-generated content.

Insert time entries and notes directly into ConnectWise

Time entries interface

The insert screen mirrors the ConnectWise pop-up window, but is pre-populated with the output from Insights.

Time entries form example

Confirmation before insert

A final confirmation screen is shown before your Note or Time Entry is inserted into ConnectWise.