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Integrating with Connectwise Manage
Integrating with Connectwise Manage

Learn how to prepare Connectwise Manage for using Salesbuildr

Updated over a week ago

This article describes how to setup your Connectwise Manage instance to be able to connect it to Salesbuildr.

Where to begin

On your DASHBOARD, locate the Integrate with Connectwise onboarding tile to begin the process.

How to create a Custom security role

In cases when you don't want to use the Admin role for the API user, you can create a custom security role, which we recommend doing.

After creating a security role with relevant permissions assign this security role to the integration user (API Member). Please note that an additional Manage license is NOT required to have an API Member assigned with a Security Role.

In order to create a custom security role in ConnectWise PSA navigate to System> Security Roles and grant the permissions on the different entities as described in the steps below.

Companies

Finance

Marketing

Procurement

Project

Sales

Service Desk

System

This is a very important step

In the System section
Find Table Setup > Click (customize) next to table set up, allow access to the entities below - double check that all 21 are included on the left side and click save.

  1. Company / Address Formats

  2. Company / Company Status

  3. Company / Company Type

  4. Company / Country

  5. Expense / Payment Type

  6. Inventory / Warehouse Bin

  7. Invoicing / Billing Cycle

  8. Invoicing / Billing Terms

  9. Invoicing / Tax Code

  10. Opportunities / Opportunity Status

  11. Opportunities / Sales Probability

  12. Opportunities / Sales Stage

  13. Opportunities / Sales Teams

  14. Products / Category

  15. Products / Manufacturers

  16. Products / Product Type

  17. Products / Subcategory

  18. Service / Priority

  19. Service / Service Board

  20. Service / Severity

  21. Service /SLA

How to create the ConnectWise API Member

To create a ConnectWise API Key, navigate inside ConnectWise Manage to System > Members.

  • Navigate to System > Members.

  • Select the API Members tab and select the New Item icon.

  • In the Member ID field, create a new API member name: Salesbuildr

  • Enter a name in the Member Name field: Salesbuildr

  • Under System, select the 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.

  • 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.

  • Select a Location in the Location drop-down. The location selected does not affect your integration

  • Select Corporate in the Default Territory drop-down. The territory selected does not affect your integration.

  • Click Save and Close.

Generate the Keys in ConnectWise

  • From the Member Details screen (either ConnectWise Member or API Member) navigate to the API Keys tab.

  • Click the New Item icon.

  • Enter a description for your API keys: Salesbuildr

  • Click Save.

Your API keys will be generated and displayed. Important: You can only view the Private Key once, after it's been generated, you may wish to store the Public and Private Keys for each member generated in your password management system.

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