Create an API user in ConnectWise with roles and permissions
System > Security Roles > “+” to add new role
Enter a Role ID
Save
Select security role from Security Roles list
Assign member role with permissions.
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add |
edit |
del |
inquire |
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Companies |
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- company maintenance |
none |
none |
none |
all |
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Service desk |
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-close service tickets |
all |
all |
none |
all |
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- service tickets |
all |
all |
none |
all |
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System |
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- table setup > (customize) > allow access to Company type; company status; service/service board; disallow all others |
none |
none |
none |
all |
After permissions have been assigned and saved, navigate back to 
> Members > API Members
“+” to add new user
Details Tab - Create a user under the Profile section, System section assign Role ID with the newly created permissions role, Service Defaults section, assign Default Board and save new profile
API Keys Tab - “+” to create a new API Key (YOU MUST SAVE THE PRIVATE KEY!! IT IS ONLY AVAILABLE DURING CREATION AND WILL NOT APPEAR AGAIN)
Once key is created save from the Details Tab 
Enter credentials in the ConnectWise integration in RocketCyber on the MSP level
Your company id (what you use to log in to ConnectWise. e.g. rocketcyber)
The host you use in ConnectWise
This will be first part of the URL of your ConnectWise account while you’re logged in. For example: https://api-na.myconnectwise.net
Enter the API keys
Click create ConnectWise Integration button (allow for the data to import and click just once, there will be bar indicating when pull is complete)
Test Credential*
Import Customer from PSA [YES]
Re-sync Basic PSA data [YES]
Click update ConnectWise Integration button
Select Company Types
Check box Create Customers then click Pull Companies (allow for data to import if there are a large number of customers that are being pulled)
Select companies from list move > to ‘Selected companies’ list
‘Selected Companies list’ check boxes for customers or select all then click Create Companies button
Complete the customer mapping and save
*If credential test passes but PSA tickets are still not coming through, then in the ConnectWise portal, navigate to System > Members > API Member > (select API member for API key was created for the integration) API Logs tab and Start Debug Mode enable logging to 5 minutes.
In RocketCyber in the ConnectWise integration, Update ConnectWise Integration and return to ConnectWise API Logs tab > SEARCH to see what error is being returned.