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.
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
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.