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Connectwise API Configuration

You will require admin or user management permissions in Manage to complete this step.
If you self host your Connectwise and are restricting IP addresses or geolocation, please ensure you whitelist all IP addresses we may connect with.
https://www.sync365license.com/knowledge-base/ip-addresses-to-whitelist/ 

You may either create API keys on an existing user, or you can create a specific API Member account. We recommend using an API member account for tracking and auditing purpose.

Creating a new API Member

  1. Log in to Manage
  2. Select Setup > Members
  3. Click on the “API Members” tab
  4. Create a new API Member
    1. Member ID: S365L
      Member Name: Sync 365 License

      Role ID:
      You can use “Admin” for a simple approach, or you can create a security role with the following access in system > Security roles:
      Companies
      Company maintenance – Inquire – all
      Contacts – add/edit/inquire – all
      Finance
      Agreement invoicing – inquire – all
      Agreements – add/edit/inquire – all
      Invoicing – inquire
      Procurement
      Product Catalog – inquire – all
      Products – inquire – all
      System
      Table Setup (Select customize and select “Agreements / Batch” and “Agreements / Agreement Type” in the allow access – Edit and inquire level – all

      Department: Admin (or whatever you prefer as long as its not restricted)
      Select your Location etc as required
    2. Save the member
  5. Click on the “API Keys” tab
  6. Click the + to add a new API key
  7. Give it a description (we recommend s365l) and click save
  8. Write down your public and private key, you will need them in the next step. You will not be able to see the private key again after you have saved it.

Using an existing user

  1. Log in to Manage
  2. Select Setup > Members
  3. Select your user account
  4. Click on “API Keys” tab
  5. Click the + to add a new API key
  6. Give it a description (we recommend s365l) and click save
  7. Write down your public and private key, you will need them in the next step. You will not be able to see the private key again after you have saved it.
  1. Companies
    Company maintenance – Inquire – all
    Finance
    Agreement invoicing – inquire – all
    Agreements – add/edit/inquire – all
    Invoicing – inquire
    Procurement
    Products – inquire – all
    System
    Table Setup (Select customize and select “Agreements / Batch” – Edit and inquire level – all

Add your PSA to Sync 365 License

  1. Log in to Sync 365 License
  2. Click on Tools and Logs > Integration Settings
  3. Click the + next to PSA Tools
  4. Enter in your company ID
  5. The connectwise URL is your myconnectwise URL with api- in front of it.
    For Australia it is api-aus.myconnectwise.net
    For Europe it is api-eu.myconnectwise.net
    For North America it is api-na.myconnectwise.net
    If you host your own Connectwise, you should have this URL address.
  6. Enter in the public key from Manage
  7. Enter in the private key from manage
  8. Click test and save
  9. The platform will confirm if the details successfully connected to Connectwise Manage and grab your customers, agreements and products.
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