5.12 PSA - ConnectWise

ConnectWise Integration Documentation

Credentials Requirements:

• ConnectWise Site

Example (http://eu.myconnectwise.net )

• ClientId:
  ClientId can be obtained from Connectwise developers network. https://developer.connectwise.com/

Example: (8279d3bb-570r-6ej9-olk7-7532m1j0e5c1)

• PublicKey.

Public Key for the API

• PrivateKey

Private Key for the API

Custom Settings:

• BoardId:
  Choose the Board

• CompanyId

Choose the Company Id

Permission for the Api Role Permission:

• Service Tickets- Add Level, Edit Level, Inquire

• Company : Inquire

• Table Setup : Inquire

For Client-Id

• Go to Connectwise Developer Networks

• Get/Create ClientId

For API Create

Permissions for the API

For Company

• Inquire -ALL

For Service Tickets

• Edit- ALL, Create- ALL, Inquire- ALL

For Tables Setup

• Inquire -All and add customisation