Before using the Integration, you must ensure that Manage is configured to allow access to Companies, Sales, Project, and Procurement 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. 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.
Please note: If you are currently using LDAP for you Manage login, this password will not work due to Manage API limitations. To access the API through this integration, you will need to setup a secondary password in Manage on your My Account screen.
For the Member to be able to work with the required information, they must be assigned a security role that allows access to the relevant Interfaces. 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 level settings for the “Companies”, “Procurement”, “Project”, and “Sales” modules are set to “All” for all levels, as depicted below:
Additionally, you need to ensure that that the “Inquire Level” is set to “All” on the “API Reports” line within the System Module, as depicted below:
Configuration of ConnectWise Manage to access the REST API
In addition to accessing the Manage modules listed above, 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. 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”