Creating Connectwise API user and credentials

 

Create an API user in ConnectWise with roles and permissions  

System > Security Roles > “+” to add new role 

Enter a Role ID  

 blobid0.png

Save  

 

Select security role from Security Roles list 

 

 

blobid1.png

 

Assign member role with permissions.    

 

add 

edit 

del 

inquire 

Companies 

 

 

 

 

- company maintenance  

none 

none 

none 

all 

 

 

 

 

 

Service desk 

 

 

 

 

-close service tickets 

all 

all 

none 

all 

- service tickets 

all 

all 

none 

all 

 

 

 

 

 

System 

 

 

 

 

- 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  blobid2.png > 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  blobid3.png

 

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.   

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In RocketCyber in the ConnectWise integration, Update ConnectWise Integration and return to ConnectWise API Logs tab > SEARCH to see what error is being returned.  

 

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