This article walks you through setting up your ConnectWise Manage instance to connect it with Salesbuildr.

📍 Prerequisites

Before you begin, make sure:

You have admin access in ConnectWise Manage
You can create API Members and Security Roles
You're logged into your Salesbuildr Dashboard

⚙️ Setup in ConnectWise Manage

💼 These steps are performed inside your ConnectWise Manage account.

🔐 Step 1 – Create a Custom Security Role in ConnectWise

We recommend creating a custom security role for the integration instead of using the Admin role. This role will be assigned to the API Member used to connect Salesbuildr.

💡 Note: An additional Manage license is not required to assign a security role to an API Member.

👉 How to create the role:

Go to System > Security Roles
Click + New to create a role (e.g., Salesbuildr Integration)
Apply permissions as listed below in next section:

🔧 Required Permissions by Module:

Ensure these modules are included i.e.

1. Companies

2. Finance

3. Marketing

4. Procurement

5. Project

6. Sales

7. Service Desk

8. System

🔌 Table Setup

Under System > Table Setup, click Customize and ensure the following 21 entities are visible in the left-hand list:

Company / Address Formats
Company / Company Status
Company / Company Type
Company / Country
Expense / Payment Type
Inventory / Warehouse Bin
Invoicing / Billing Cycle
Invoicing / Billing Terms
Invoicing / Tax Code
Opportunities / Opportunity Status
Opportunities / Sales Probability
Opportunities / Sales Stage
Opportunities / Sales Teams
Opportunities / Opportunity Type
Products / Category
Products / Manufacturers
Products / Product Type
Products / Subcategory
Service / Priority
Service / Service Board
Service / Severity
Service /SLA

👤 Step 2 – Create the API Member

To create a ConnectWise API Key;

Navigate to System > Members

Open the API Members tab
Click + New Item

And fill in the following:

Member ID: Salesbuildr
Member Name: Salesbuildr
Role ID: Select the custom security role in the Role ID drop-down that contains the correct Manage permissions needed. We recommend using the Custom Security Role that was created in the previous steps.
Level: Select Corporate in the Level and Name drop-downs. Selecting Corporate (Level 1) is generally the most appropriate and provides the most access to companies in Manage that is needed for the Salesbuildr integration.
Location: Any (this does not affect integration)
Default Territory: Corporate

Click Save and Close.

🔑 Step 3 – Generate API Keys

Open the API Member you just created
Navigate to the API Keys tab
Click + New Item
Enter a description: Salesbuildr
Click Save

You’ll now see:

Public Key
Private Key (only visible once)

⚠️ Store both keys securely (e.g., in a password manager). You’ll need them during integration, and the Private Key cannot be retrieved again.

Now go to Salesbuildr to complete the integration by entering the Public Key, Private Key, and Site URL

⚙️Setup in Salesbuildr

🧩 These steps are completed inside your Salesbuildr Dashboard.

🔧 Step 1 – Connect Salesbuildr to ConnectWise

Go to your Salesbuildr Dashboard
Click the Configure your PSA Integration tile
Toggle ConnectWise, then click Configure
In the window that opens, enter the following
1. Company ID
2. Site URL (hostname)
3. Public Key
4. Private Key
Click Save

You can also setup integration under Admin > Integrations > Manage > ConnectWise

🔧 Step 2: Complete Field Mapping

Once saved, a mapping window will open. Complete the following:

1. Default Product Type Mapping and Shipping: Provide fallback values for Salesbuildr and ConnectWise product type and catagery.

Additionally select the product to use for shipping costs in ConnectWise. This product will be added as a separate line item in proposals whenever a shipping cost is applied.