ConnectWise Prerequisites
You'll need the following with your ConnectWise account:
Administrator access to ConnectWise Manage to generate a public and private key
Your ConnectWise Fully Qualified Domain Name (FQDN) and company ID
Getting Things Setup In ConnectWise
Step 1 - Create a Security Role
In ConnectWise Manage, navigate to System -> Security Roles
Click the + icon in the top left
Name the security role "Phishr API" and save
Select the permissions outlined below and save
Companies | Add Level | Edit Level | Delete Level | Inquire Level |
Company Maintenance | None | None | None | All |
Procurement | Add Level | Edit Level | Delete Level | Inquire Level |
Product Catalog | None | None | None | All |
Products | None | None | None | All |
Companies | Add Level | Edit Level | Delete Level | Inquire Level |
Agreements | All | All | None | All |
Step 2 - Create an API Member
Next we need to create an API member that's linked to this security group
Navigate to System -> Members -> API Members
Click the + icon in the top left
Add a Member ID and Member Name (we recommend naming these "Phishr")
Select the Role ID we just created (Phishr API)
Select the highest level, for example "Corporate (Level 1)"
Click the save button at the top
Step 3 - Generate an API Key
Click on the Phishr API member
Click API Keys and then the + icon to add a new key
Enter "Phishr API" as the description and click save
Copy the generated public and private keys and save for later
Setting Up In Phishr
From you MSP dashboard, navigate to Settings -> Integrations
Click on ConnectWise PSA (Formerly Manage)
Enter the details we setup above
Click "Test Connection" to check the configuration works
Then click Save"
Once you've done this, click on "Now Click Here To Configure The Integration" to configure the default behaviour