> For the complete documentation index, see [llms.txt](https://docs.rewst.help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rewst.help/documentation/crates/existing-crate-documentation/deactivate-connectwise-psa-contacts-when-their-company-is-deactivated-crate.md).

# Deactivate ConnectWise PSA Contacts when their Company is Deactivated Crate

{% hint style="info" %}
If you’re new to Crates, read through our introductory Crate documentation [here](https://docs.rewst.help/prebuilt-automations/crates). Find the Crate in our Crate Marketplace.
{% endhint %}

## What does the Deactivate ConnectWise PSA Contacts when their Company is Deactivated Crate do?

This Crate ensures that when a ConnectWise PSA company is set to an inactive status, it also sets the Contacts for that company to inactive.

## Crate prerequisites

Your [ConnectWise PSA](/documentation/integrations/integration-guides/connectwise-integration-setup.md) must first be successfully integrated with Rewst before unpacking this Crate.

## Unpack the Deactivate ConnectWise PSA Contacts when their Company is Deactivated Crate

1. Navigate to **Marketplace > Crates** in the Rewst platform.
2. Search for `Deactivate ConnectWise PSA Contacts when their Company is Deactivated`.\
   \
   ![](/files/yl2IXAfAvBzegbj3cVLY)<br>
3. Click on the Crate tile to begin unpacking.
4. Click **Unpack Crate.**
5. Enter the names you use in ConnectWise PSA for statuses to denote inactive customers in the **Status Names** field.
6. Choose if you want to **Remove Contacts from Default before Deactivating** from the drop-down selector.\ <br>

   <figure><img src="/files/pdHSz92AR2g6ScLlhA5E" alt=""><figcaption></figcaption></figure>
7. Use the **Send as CSV** drop-down selector to choose your preference:
   1. **True** if you want the report format to be in CSV
   2. **False** if you prefer to view in an HTML page
8. Click **Continue**.
9. This Crate runs on a schedule via cron job. Expand the **Cron Job** accordion menu and ensure that **Enabled** is toggled on.
10. Ensure that **Enabled** is toggled on in the **Company Record Saved** accordion menu.
11. Click **Unpack**.

## Adjust the cron trigger&#x20;

{% hint style="info" %}
To test this Crate, you'll need to adjust the cron trigger's schedule to a few minutes in the future, then adjust it back to your regular schedule after the test. Alternatively, you could wait until the regularly scheduled run occurs and check your result, which would not require you to update the cron trigger schedule.&#x20;
{% endhint %}

You can adjust the timing of when the run of the Crate's workflow will be scheduled. The cron trigger for this Crate is set to trigger once monthly, on the first day of the month.

1. Navigate to **Automations > Workflows**.
2. Search for `Deactivate Contacts from Deactivated PSA Companies`.
3. Click on the workflow to open it in the Workflow Builder.
4. Click on the trigger to open its settings in the right side menu.
5. Adjust the cron trigger's schedule to your desired time. By default, the Crate runs daily at 3:32 AM.
6. Click **Save Trigger**.

{% hint style="info" %}
Got an idea for a new Crate? Rewst is constantly adding new Crates to our Crate Marketplace. Submit your idea or upvote existing ideas here in our [Canny feedback collector](https://rewst.canny.io/crates).
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.rewst.help/documentation/crates/existing-crate-documentation/deactivate-connectwise-psa-contacts-when-their-company-is-deactivated-crate.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.