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

  1. In ConnectWise Manage, navigate to System -> Security Roles

  2. Click the + icon in the top left

  3. Name the security role "Phishr API" and save

  4. 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

 

  1. Navigate to System -> Members -> API Members

  2. Click the + icon in the top left

  3. Add a Member ID and Member Name (we recommend naming these "Phishr")

  4. Select the Role ID we just created (Phishr API)

  5. Select the highest level, for example "Corporate (Level 1)"

  6. Click the save button at the top

 

Step 3 - Generate an API Key

  1. Click on the Phishr API member

  2. Click API Keys and then the + icon to add a new key

  3. Enter "Phishr API" as the description and click save

  4. Copy the generated public and private keys and save for later

 

Setting Up In Phishr

  1. From you MSP dashboard, navigate to Settings -> Integrations

  2. Click on ConnectWise PSA (Formerly Manage)

  3. Enter the details we setup above

  4. Click "Test Connection" to check the configuration works

  5. Then click Save"

  6. Once you've done this, click on "Now Click Here To Configure The Integration" to configure the default behaviour