QUESTION
How Do I Set Up ConnectWise Billing Integration?
RESOLUTION
- Configure Integrator Credentials
- Open your ConnectWise desktop client
- Go to "System" -> "Setup Tables"
- Find the table with name "Integrator"
- Provide integrator Username and Password
- Enable Service Ticket API, Company API, and Reporting API. Use localhost as Callback URL.
- Creating an integrator login in ConnectWise
- Open your ConnectWise desktop client
- Go to "My Account"
- Go to "API Keys" TAB and click Plus button
- Fill Description and click "Save"
- Use Public Key and Private Key for Unigma Integration
Information: One ConnectWise agreement maps with one Unigma Customer/Project
- Add Integration to Unigma
- Open Unigma
- Go to "Settings" -> "Integrations"
- Click "Add" for ConnectWise integration
- Provide your ConnectWise Endpoint URL
- Input your ConnectWise credentials
- Click "Save"
- Click "Configure Billing" button for ConnectWise integration. Map Unigma Account to ConnectWise Agreement, then select Product Settings for ConnectWise Agreement.
