ConnectWise Manage Integration Guide

1. Integration Permissions
2. Alerts Permissions

Integration Permissions

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

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      2. Grant  Yes to all Configurations. 
         
   2. Expand Finance and grant Inquire to Agreement Sales
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   3. Within Finance, grant Add, Edit, and Inquire to Agreements. Select Customize for Agreements, and ensure any contract types that you wish to have synced into the tool are moved over to the left side(Allow). By default, we suggest all types to be set this way, but you can limit what gets synced over  by leaving them on the right side if you wish. 
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   4. Expand Procurement and grant Inquire to Product Catalog and Products.
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   5. Expand the Service Desk and grant Add, Edit, and Inquire to Close Service Tickets, Merge Tickets, and Service Tickets.
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   6. Expand System and Grant Add, and Inquire to Table Setup. Select Customize for Table Setup and ensure "Company / Company Status," "Company / Company Type," "Company/Configuration," "Invoicing / Billing Cycle," and "Service / Service Board" is set to Allow.
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5. Make sure to save your settings, then navigate to System > Members > API Members tab, 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!

Alerts Permissions

Security Role Update

To begin, we must ensure that our security role is updated to match the required permissions for our system to interact correctly with the ConnectWise

Login to ConnectWise Manage

Navigate to System > Security Roles.

Create a new Security Role with the following permissions:

• Expand Companies and grant Inquire to Company Maintenance

• Expand Finance and grant Inquire to Agreement Sales

 

• Within Finance, grant Add, Edit, and Inquire to Agreements. 

• Select Customize for Agreements, and ensure any contract types that you wish to have synced into the tool are moved over to the left side(Allow). By default, we suggest all types to be set this way, but you can limit what gets synced over  by leaving them on the right side if you wish. 

 

• Expand Procurement and grant Edit and Inquire to Product Catalog and Products.

• Expand Service Desk and grant Add, Edit, and Inquire to Close Service Tickets, Merge Tickets, and Service Tickets.

• 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", "Service / Service Board", and “Service / Priority” is set to Allow(left side box).

 

These are the minimum permissions that you will need.

Ensure that you save before leaving the Security Roles page, and if you have no assigned this Security Role to an API Member user, please do so.

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