Creating CW Manage API Keys

You will require admin or user management permissions in Manage to complete this step.

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