--- title: ConnectWise Manage Integration Guide description: A step-by-step guide to connecting ConnectWise Manage. --- [Skip to content](https://kb.mspcentric.io/msphub/connectwise-manage-integration-guide#main-content) English Show submenu for translations [Customer portal](https://support.mspcentric.io/tickets-view?hsLang=en) ![MSP-Hub-logo-icon-white.png\]](https://kb.mspcentric.io/hs-fs/hubfs/MSP-Hub-logo-icon-white.png?height=40&name=MSP-Hub-logo-icon-white.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://support.mspcentric.io/tickets-view) - Go to www.mspcentric.io Go to www.mspcentric.io Help with your PSA Integration - There are no suggestions because the search field is empty. 1. [MSPHub PSA Integration KB](https://kb.mspcentric.io/msphub?hsLang=en) 2. [Getting started](https://kb.mspcentric.io/msphub/getting-started?hsLang=en) 3. [Connecting Your PSA](https://kb.mspcentric.io/msphub/getting-started?hsLang=en#connecting-your-psa) # ConnectWise Manage Integration Guide ## A step-by-step guide to connecting ConnectWise Manage. On-premise minimum requirements.  1. Fully Chained SSL Certificate 2. The latest stable version of ConnectWise PSA 3. If your ConnectWise PSA instance restricts access based on IP, you will need to reach out to support to get the latest IP's . 1. Upon initial registration of your new account, you will select ConnectWise PSA and click **Next**. You will then be presented with a connection checklist. Please gather these items before progressing to the next page. 2. Login to ConnectWise Manage 3. Navigate to **System** \> **Security Roles**. 4. Create a new **Security Role** with the following permissions: 1. Expand **Companies** and grant **Inquire** to **Company Maintenance** 1. ![expand companies ](https://kb.mspcentric.io/hubfs/Knowledge%20Base%20Import/image-png-Feb-01-2022-04-42-50-36-PM-2-1.png) 2. Expand **Finance** and grant **Inquire** to **Agreement Sales** 1. ![expand finance and grant inquire](https://kb.mspcentric.io/hubfs/Knowledge%20Base%20Import/image-png-Feb-01-2022-04-45-51-29-PM-2-1.png) 3. Within **Finance,** grant **Add**, **Edit**, and **Inquire** to **Agreements.** Select Customize for Agreements, and ensure all sections are set to Allow.  1. ![](https://kb.mspcentric.io/hubfs/Knowledge%20Base%20Import/image-png-Feb-01-2022-04-36-58-42-PM-2-1.png) 2. ![within finance grant add, edit and inquire to agreements](https://kb.mspcentric.io/hubfs/Knowledge%20Base%20Import/image-png-Feb-01-2022-04-38-05-80-PM-2-1.png) 4. Expand **Procurement** and grant **Inquire** to **Product Catalog** and **Products.** 1. ![procurement ](https://kb.mspcentric.io/hubfs/Knowledge%20Base%20Import/image-png-Feb-01-2022-04-44-51-97-PM-2-1.png) 5. Expand **Service Desk** and grant **Add**, **Edit**, and **Inquire** to **Close Service Tickets, Merge Tickets, and Service Tickets**. 1. ![expand service desk and ](https://kb.mspcentric.io/hubfs/Knowledge%20Base%20Import/image-png-Oct-25-2022-08-05-43-9894-PM-2-1.png) 6. Expand **System** and Grant **Add**, and **Inquire** to **Table Setup.** Select **Customize** for Table Setup and ensure "**Company / Company Status**", "**Company / Company Type**," "**Invoicing / Billing Cycle**," and **"Service / Service Board"** is set to **Allow**. 1. ![table set up](https://kb.mspcentric.io/hubfs/Knowledge%20Base%20Import/image-png-Feb-01-2022-04-39-40-37-PM-2-1.png) 2. ![update security image ](https://kb.mspcentric.io/hubfs/Knowledge%20Base%20Import/image-png-Oct-25-2022-07-47-50-4781-PM-2-1.png) 5. Make sure to save your settings, then navigate to **System** \> **Members** \> **API Members** tab and create a new **API member** and assign the newly created **Security Role**, then save the member. 6. Navigate to the **API Keys** tab. Create a new API Key and add a description. 7. Click **Save** and keep a record of the **Public** and **Private Keys**. 8. Keep a record of the **Company ID**, **URL** (https://example.connectwise.com), and both the **Public** and **Private API Keys** ready for the next step. 9. Input your **Public Key**, **Company ID**, **Private Key**, and **URL.** 10. Click **Save and Test**. Congratulations, you've successfully connected your PSA! Do you need to limit the agreement types you sync? You can do this via the security role by adding or removing them. If you remove agreement types that were previously synced, you may need to reach out to support to have your account cleared and a fresh sync.    - [Getting started](https://kb.mspcentric.io/msphub/getting-started?hsLang=en#main-content) - [Quick Start Guide](https://kb.mspcentric.io/msphub/getting-started?hsLang=en#quick-start-guide) - [Connecting Your PSA](https://kb.mspcentric.io/msphub/getting-started?hsLang=en#connecting-your-psa) - [Billing Reconciliation](https://kb.mspcentric.io/msphub/billing-reconciliation?hsLang=en#main-content) - [Reconciling Service Usage to your PSA](https://kb.mspcentric.io/msphub/billing-reconciliation?hsLang=en#reconciling-service-usage-to-your-psa) - [Auto-Reconcillation](https://kb.mspcentric.io/msphub/billing-reconciliation?hsLang=en#auto-reconcillation) - [Settings and Features](https://kb.mspcentric.io/msphub/billing-reconciliation?hsLang=en#settings-and-features) - [FAQs and Resources](https://kb.mspcentric.io/msphub/faqs-and-resources?hsLang=en#main-content) - [FAQs](https://kb.mspcentric.io/msphub/faqs-and-resources?hsLang=en#faqs) - [Troubleshooting](https://kb.mspcentric.io/msphub/faqs-and-resources?hsLang=en#troubleshooting) - [Other Resources](https://kb.mspcentric.io/msphub/faqs-and-resources?hsLang=en#other-resources) - [PSA Service Bundle Contract Management](https://kb.mspcentric.io/msphub/faqs-and-resources?hsLang=en#psa-service-bundle-contract-management) [![MSPCentric.io](https://kb.mspcentric.io/hs-fs/hubfs/MSPCentric_logo_light.png?width=800&height=156&name=MSPCentric_logo_light.png "MSPCentric.io")](https://kb.mspcentric.io/?hsLang=en) www.mspcentric.io Help Center Copyright © 2026, MSPCentric