ConnectWise Manage Integration

Setup

1. In ConnectWise Manage under System>Security Roles - click the + button to add a new security role for example called MSP Toolshed. You will need to expand the Service Desk section and scroll to Service Tickets. Set the Add/Edit and Inquire Levels to All then save and close.
   

   

2. In ConnectWise Manage under System>Members>API Member click + button to create a new member for utilizing with MSP Toolshed. Assign the Security Role you created in Step 1. All values with * must be populated - then you can save. Make sure Level is to (Level 1) - it may not be called Corporate but you want to make sure you can access tickets at all levels.
   

   

   
   

3. On the API Keys tab for the new API member click + to generate a new set of keys.

   1. Enter a name in the Description then click save.
      

      

   2. You will be prompted that record was updated and both keys will display.
      

      

   3. And finally once you go to close out the member you will get final warning last time to view Private Key. If you do not make note of both keys before closing - you will have to delete the keys and start over.
      

      

   4. Click OK.

4. In the MSP Toolshed Portal go to Settings and click the Manage button
   

   

5. Enter your Manage URL, CompanyID and the Public and Private keys you generated in Step 2. Then click Update to Save.