How to setup the ConnectWise PSA Ticketing Integration

Stephen Boss Updated by Stephen Boss

This guide explains how to set up the ConnectWise Manage Integration in the platform.

During the initial setup of your account in the platform, you are prompted to set up your ticketing system. Following the prompts for ConnectWise will lead you to the following screen asking you to enter API credentials.

  1. Leave this screen open, we will come back to it later.
  2. Open a new browser tab or window to continue to the next step, configuring the API user.

1. Configure the Security Role for the API User

  1. Log-in to ConnectWise.
  2. Select in the left side panel System -> Security Roles and click on the + sign to create a new security role.
  3. Enter a name for the new role in the Role ID field and click Save.
  4. Change Permissions in the following categories and click Save when done.

Companies

Add Level

Edit Level

Delete Level

Inquire Level

Company Maintenance

All

All

None

All

Configurations

All

All

None

All

Contacts

All

All

None

All

CRM/Sales Activities

All

All

None

All

Manage Attachments New!

All

All

None

All

Team Members

All

All

None

All

Finance

Add Level

Edit Level

Delete Level

Inquire Level

Billing View Time

All

All

None

All

Projects

Add Level

Edit Level

Delete Level

Inquire Level

Project Tickets

All

All

None

All

Sales

Add Level

Edit Level

Delete Level

Inquire Level

Opportunity

All

All

None

All

Service Desk

Add Level

Edit Level

Delete Level

Inquire Level

Close Service Tickets

All

All

None

All

Merge Tickets

All

All

None

All

Resource Scheduling

All

All

All

All

Service Ticket - Dependencies

All

All

None

All

Service Tickets

All

All

None

All

System

Add Level

Edit Level

Delete Level

Inquire Level

Data Import

None

None

None

All

Manage Hosted API

None

None

None

All

Member Maintenance

None

None

None

All

My Account

My

My

My

All

Security Roles

None

None

None

All

Table Setup 

All

All

None

All

Update: On the right side of Table Setup click customize. You will see a pop up modal in which you can Allow or Disallow particular permissions. Make sure to allow the following permissions:

  • Company / Company Status
  • Contacts / Contact Type
  • General / Manage Hosted API
  • Scheduling / Location
  • Service / Email Formats
  • Service / Priority
  • Service / Service Board
  • Service / Source
  • Time / Work Role

Time & Expense

Add Level

Edit Level

Delete Level

Inquire Level

Expense Billable Option

All

All

None

All

Expense Report Entry

All

All

None

All

Time Entry New!

All

All

All

All

Time Entry Billable Option

All

All

None

All

2. Create the API Member and Keys

  1. Select System -> Members in the left side panel, click on API Members tab and click on + to add a new API member.
  2. Fill out all required fields, and select the role created earlier in System -> Role ID.
    1. Set Member ID to Thread (or whatever you like to call it)
    2. Make sure that Level is set to Corporate (Level 1).
    3. IMPORTANT: Remove all boards from Service Defaults -> Restricted Board Access. Click Save.
  3. Select API Keys tab and click on + icon in the top left corner
  4. Type "Thread" in Description field and press Save.
  5. Save your public and private keys - while public key is always available in ConnectWise, private key is only available at the time the key is created, so please make a note of it, you will need it in the next step.

3. Configure Thread with the API Information

Now that you've set up your API keys, it's time to integrate ConnectWise with Thread! It's time to take the information you saved in the previous steps and enter it into the web form.

  1. Host - Enter in the base URL that you use to log in to ConnectWise
    If you are a ConnectWise Cloud customer, you can refer to the table below for extra assistance. If you manage and/or host your own instance of ConnectWise, refer to the URL that you use to log in to ConnectWise

    ConnectWise Cloud Region

    ConnectWise Manage URL

    North America

    https://na.myconnectwise.net

    Europe

    https://eu.myconnectwise.net

    Australia and New Zealand

    https://aus.myconnectwise.net

    Africa

    https://za.myconnectwise.net

  2. My Company ID - Enter in the company ID that you use to log in to ConnectWise
  3. Public Key - Enter in the Public Key for the API key you saved in step 2.5 Create the API and Member Keys section above.
  4. Private Key - Enter the Private Key for the API key you saved in step 2.5 Create the API and Member Keys section above.
  5. Keep members in sync with PSA
    1. Leave this checked to quickly enable your team's access to thread.
    2. Uncheck this if you prefer to invite members individually. If you choose this option, you will be able to invite members later.
  6. Once everything has been entered correctly, click Continue to proceed.

⏩Next: Design your Customer Experience

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