In order to properly set up the Connectwise integration in a test environment, we ask that you create a copy of the CEO Juice database for testing purposes.
To do this, follow these steps:
1. Open SSMS, connected to the server where the production CEOJuice DB is located. Right-click on the production Juice database (normally called ceojuice) (1) and select Tasks (2) and then Back Up... (3):
2. Make sure that you select the Backup type of Full:
3. Once you have created the backup, right-click on the server and choose Restore Database...:
4. Choose the CEOJuice DB as the source (1), under Destination change the database name to CeoJuice_dev (2) **This step is very important, by default, it will restore as the same name as the source, overwriting the production DB, so make sure that the database listed in step 2 is NOT the same as the database in step 1**
Please let us know if there are any issues creating the database to use for testing by emailing firstname.lastname@example.org