ConnectWise integration setup

This document outlines the requirements and setup for the ConnectWise Manage integration.

This Integration supports multiple instances

Check out the instructions to set up multiple instances here.

What does the ConnectWise PSA integration do?

Integration use cases

Here’s just a taste of what you can automate with relevant Crates, after you've set up your ConnectWise PSA integration:

• Add your child organizations, also known as customers, to Rewst.

• User onboarding and offboarding

• Categorize tickets using OpenAI

Integration prerequisites

Rewst has a number of tasks that can be performed using the ConnectWise Manage API, all of which require different permissions. You can review the ConnectWise Manage Security Roles Matrix for more information.

You'll need an active ConnectWise Developer account to access the above URL.

Set up the ConnectWise PSA integration

Setup steps in ConnectWise

Create a security role in ConnectWise PSA

1. Navigate to System > Security Roles.

2. Click the + in the top left of your screen.

3. Name the Security Role Rewst API.

4. Click the save icon.

5. Set your permission as per this document.

Create an API account

You'll need to create an API account. This can be done by following ConnectWise's own instructions. Note that you'll need to be signed in to ConnectWise to view the documentation.

Create an API member

1. Navigate to System > Members > API Members in ConnectWise PSA.

2. Click + to create a new API member.

3. Enter a Member ID and Member Name. We suggest naming each of these Rewst.

4. Select Rewst API as your Role ID.

5. Select your highest Level, such as Corporate (Level 1).

6. Select a Location, Department, Name, and Default Territory, as per your company guidelines.

7. Click the Save icon at the top.

Creating an API Member in ConnectWise Manage

1. Click on the Rewst API member.

2. Click API Keys +.

3. Add a new API Key.

4. Add Rewst API as the Description.

5. Click the Save icon.

6. Copy and save the public and private key in a secure location. You'll need these to move on to the rest of the setup steps in Rewst.

Public and Private Key

Set up steps in Rewst

1. Navigate to Configuration > Integrations in the left side menu of your Rewst platform.

2. In the Integrations page, search for ConnectWise PSA.
3. Click on the integration tile to launch the configuration setup page.

4. In the Configuration form, enter the following into the relevant fields:

   1. The copied API Member ID

   2. The company ID used when logging into ConnectWise PSA

   3. The Hostname for ConnectWise PSA

   4. The Private & Public API Key.

      1. Optionally, change the Company Query Conditions to filter what companies are returned by the API

5. Click Save Configuration.

Configuring ConnectWise Manage Integration in Rewst

Other Configurations

Once the integration has been configured within Rewst, we can use the Rewst Crate: Configure Organization Variables to configure your own custom settings and how Rewst should interact with ConnectWise PSA. Our Guide for that Crate can be found here: Configure Organization Variables

Note that this form asks for information about your RMM / M365 settings as well. While this form can be completed again separately, we recommend that you also set up the integration for Microsoft Graph and your RMM at this same time.