System Requirements

To utilize the Manage SI Integration fully, the following criteria must be met:

  • Your ConnectWise Manage software must be setup with login credentials that have access to the Procurement, Project, Companies, and Sales Modules. See ConnectWise Manage Configuration.

  • Your ConnectWise Manage software must be set up with login credentials that have access to the REST API. See ConnectWise Manage Configuration.

  • Internet Access: An internet connection is required.


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