ConnectWise is a Professional Services Automation (PSA) platform for companies that sell, service, and support technology.
To integrate CloudFinder with ConnectWise, you need to complete all of the following tasks:
- Create an API member and generate API keys.
- Specify service defaults for the API member.
- Configure a new PSA system in CloudFinder.
- Turn on ticketing in CloudFinder.
This article will explain how to complete the first two steps: create the API member, generate API keys and specify the service default settings in ConnectWise.
|To use the ticketing features of ConnectWise, you'll additionally complete steps 3 and 4: Configure a new PSA system in CloudFinder and turn on the ticketing in CloudFinder. (Instructions here:)|
Create an API member in ConnectWise
STEP 1: Navigate to the Members page
Log in to ConnectWise and open the System menu.
In the System menu, click the Members link.
STEP 2: Create a new API member
1. In the Members page, click the API Members tab.
2. Now click the plus icon to create a new API Member:
- In the Member ID field, enter the new member ID
- In the Role ID field, select Admin
Note: The role must be set to Admin to ensure tickets are properly generated.
STEP 3: Save the API member
Click the Save icon but do not close the window.
After you click the Save icon, you will be given access to the API Keys tab.
Generate API keys
STEP 1: Create the new member keys
1. Click the API Keys tab.
2. Now click the plus icon to create a new API key:
- In the Description field, type x360Cloud
- Click the Save button but do not close the window.
STEP 2: Record the Public Key and the Private Key
Record the Public Key and the Private Key before you close the window.
NOTE: You will not be able to view the Private key again after this window is closed.
Specify service defaults
After you create an API member and generate (and record) the API Keys, you will need to specify service defaults.
STEP 1: Specify a default Service Board for the API Member
In ConnectWise, specify a default Service Board for the newly created API member.
This board will be used when tickets are pushed from CloudFinder.
STEP 2: Navigate to the Service Board List
In the System menu, click the Setup Tables link and navigate to the Service Board list.
STEP 3: Select the default Service Board
In the Service Board page, click the Board tab and select the service board you set as the default Service Board above.
STEP 4: Select a default status for new tickets
Click the Statuses tab and select a default status to be used for each new ticket generated from CloudFinder.
Click the Default checkbox to ensure this status is saved as the default status.
STEP 5: Select a Default Team
Click the Teams tab and select a default team.
STEP 6. Enable Imported as a status choice in the Company Status List
To ensure that your ConnectWise setup includes the Imported status within the Company definition, click the Setup Tables tab and select Company Status List.
Verify that there is a check mark under Notify on the Imported selection.
You may need to create a new “Imported” state in case it doesn’t exist.