Experimental: Please contact support@inky.com to inquire about testing this new integration.
Step 1: Gather ConnectWise Connection information.
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The public and private keys are a pair of keys that you must generate from your ConnectWise portal. Always keep the private key hidden. You will only be shown this key one time after creation , and will not be able to retrieve it again after that. Additionally, INKY will not display your private key in the UI after you have completed your configuration. If you lose the private key and need to change your configuration, you will need to create a new set of keys. |
Create new INKY Security Role
Navigate to System → Security Roles
Select the “+” icon to create a new INKY API role
Add the following Security Modules
Companies > Company Maintenance > Inquire=All
Finance > Agreements > Edit=All, Inquire=All
Procurement > Product Catalog > Add=All, Inquire=All
Save
Create the Public/Private Keys
Log into your ConnectWise account and reveal your Account profile dropdown by clicking your account username in the top right corner.
Click “My Account” menu item in the dropdown
Select “API Keys” from the account page
Select System → Members → API Members
Click the “+” icon to create a new API key, give it an appropriate description, and click the “save” icon.
The Public Key and Private Key will expose on save. Copy them to a notepad for the time beingMember
Give the member an appropriate name and assign it the INKY Api role ID, created earlier, and Save
Once Saved, select the “API Keys” tab at the top of the member then the “+” icon to create a new API pair
Give an appropriate name and on save make note of the Public and Private key provided, it will only give you one chance to copy. You’ll need to create a new key if you don’t copy the private key at this time.
Step 2: Add ConnectWise as a PSA Integration within the INKY Dashboard
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