ConnectWise Manage Configuration for Webroot Integration

ConnectWise Manage Configuration

Before using the Integration, you must ensure that Manage is configured to allow access to Companies, Agreements, and Products through the REST API.

Configuration of a ConnectWise Manage Login

When you set up the Integration, you will need to provide a Manage member’s login credentials that the Integration will use to read and update Manage Agreements. This member can either be the login of the user who will be running the Integration or a new member built specifically for the Integration. 

If you have installed other integrations, you might have created an "Integrator Login". Note that Manage works a bit differently, and as such, does not use an "Integrator Login". The Login must be a normal Manage member.


 

In order for the Member to be able to work with the accounting information, they must be assigned a security role that allows access to the GL Interface. With a default installation, the “Role ID” field must be set to either ”Executive” or ”Admin”.

If, instead, you wish to create your own role rather than use the Manage defaults, you need to ensure that the security role levels setting is set to ”All” for ”Add Level ”, ”Edit Level ”,  and ”Inquire Level” within the "Agreements" line in the Finance Module. It is not required that "All" be chosen for Delete Level.  


You need to ensure that that the security role levels setting is set to “All” for “Inquire Level” on the “API Reports” line within the System Module, as depicted below.


You need to ensure the security role levels setting is set to "All" for "Inquire Level" on the "Company Maintenance" within "Companies"  See below:


Additionally, you will need to ensure the security role levels setting is set to "All" for All the categories in the "Product Catalog" under "Procurement.  See below: 

Configuration of ConnectWise Manage to access the REST API

In addition to accessing the Manage Agreements module, the Integration also requires credentials to access the REST API. There are two options for providing credentials to access the REST API: APIKey and MemberImpersonation

Option 1: APIKey Authentication

To setup APIKey Authentication in Manage, navigate to the “API Keys” tab on the member setup for accessing the Accounting System. Enter a description and click Save to generate a Public/Private key-pair. You may want to save the Private Key somewhere as it will not be visible again once you close the API Keys screen.

Option 2: MemberImpersonation Authentication

To setup MemberImpersonation Authentication in Manage, open the Integrator Login setup table by navigating to System > Setup Tables and searching for “Integrator Login”. Click to create a new Integrator Login. Provide a Username and Password, select “All records” for Access Level, and click to enable the “Member API”

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