Initial setup in ConnectWise

This page tells you how to integrate with ConnectWise.

Check that you have the integrator login account in ConnectWise. If the integrator account has been removed or deleted, you must create it again before you start integrating. See ConnectWise Integrator Login Setup Table.

We recommend that you generate API keys for a member or members, rather than for an account. This gives you greater control over who can access APIs, lets you track activity by members, and helps with debugging. For example, if there's a synchronization error.

To generate API keys, do as follows:

1. In ConnectWise, go to System > Members.

2. Click API Members, then click the Plus icon.

   

3. Enter the details of an administrator.

4. Save the new member.

   

5. In the list of members, click the new member's name.

6. Click API Keys, then click the Plus icon.

   

7. In the Description field, enter a description for the new key. For example, Sophos Central Integration.

   

8. Click Save. Don't use Save and Close.

   Two API keys are generated and displayed: a public Key and a private key. The private key is only displayed when the key is created.

   Note

   Make a note of both keys or copy them to the clipboard as, the private key can't be recovered once the tab is closed. You'll need the keys to synchronize Sophos Central customers with ConnectWise.

9. Check that the credentials for the API Keys have the correct permissions to access the Catalog.

Set up permissions

Permissions are based on security roles.

To set up the permissions, do as follows:

1. Go to System > Security Roles and select a role for this integration.
2. Set Member as the Security Permission.
3. Click Companies.

4. In Company Maintenance, set the value for Inquire Level to All.

   

5. Click Finance.

6. In Agreements, set the following values:

   • Add Level: All
   • Edit Level: All
   • Inquire Level: All

   

7. Click Procurement.

8. In Product Catalog, set the following values:

   • Add Level: All
   • Edit Level: All
   • Inquire Level: All

   

9. Click System.

10. In Table Setup, set the following values:

    • Add Level: All
    • Edit Level: All
    • Inquire Level: All

    

11. In Member maintenance, set the value for Inquire Level to All.

    

12. Click Service Desk.

13. In Close Service Tickets, set the following values:

    • Add Level: All
    • Edit Level: All
    • Inquire Level: All

    

14. In Service Tickets, set the following values:

    • Add Level: All
    • Edit Level: All
    • Inquire Level: All

    

15. In API Reports, set the value for Inquire Level to All.