ConnectWise

Owned by Matthew Sywulak
Last updated: Sept 23, 2024
5 min read

Step 1: Gather ConnectWise Connection information.

  • Site

    • Copy the site URL used when working with the ConnectWise service (e.g. https://na.connectwise.net)

  • Company ID

    • The ConnectWise company ID is a unique value identifying only your company. This will be the value you enter under “Company” when signing in to ConnectWise.

Public and Private Keys

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

    • Select System → Members → API Members

    • Click the “+” icon to create a new API Member

    • 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

  • Navigate to https://app.inkyphishfence.com/partner-center/psa-integrations

  • Select the “Add” button to reveal a list of allowed integrations.

     

  • Select “ConnectWise” from the dropdown menu

  • Select the “Setup Access” button to configure your ConnectWise settings for the first time. A page will appear where you can enter your ConnectWise credentials.

  • Enter your ConnectWise details, gathered above, and select “Test” to verify a successful connection.

  • If there is a problem connecting to ConnectWise with your credentials, you will be presented with an error as shown below.

  • After entering valid credentials, the test will succeed, and you may select the “Save” button to continue.

  • After successfully configuring access, new options will open up to configure your product mappings and team mappings. At any time, you may reconfigure your API access by clicking the “Reconfigure Access” button.

  • Select the “Configure Products” button to map your INKY products to ConnectWise products. Select each product dropdown to map your ConnectWise product to INKY and click “Save” to continue.

Note that all INKY product offerings are shown here, but you are only required to map INKY products that you are entitled to use. Product additions will be added to agreements at the customer team level so that only products the team is entitled to will be updated in ConnectWise. e.g. if a customer has only the Email Encryption product, then only the INKY Encryption addition will be added/updated for that customer’s agreement in ConnectWise.

  • Select the “Map Teams” button to assign team mappings to ConnectWise companies.

  • First, select your default agreement type from the dropdown. When adding teams, any agreements that are found with this agreement type will be automatically assigned to the company.

  • Select the “Add Team” button to map an available INKY team to a ConnectWise company and Agreement. INKY currently only supports updating a single agreement per company, but will update all additions within that agreement based on products that are mapped in the previous step.

  • For each team, select the Company first, and the Agreement will be auto selected based on the selected default agreement type. You may still change the agreement if you would like to do so. Click the “check” icon at the end of the row to save the entry or the “cancel” icon to discard the entry.

  • Once all teams have been configured, the “Add Team” button will be disabled. You may modify or delete teams at this time. Click “Close” to return to the previous page.

     

  • If you are satisfied with your configuration, click “Close” to return to the main PSA Integrations page.

     

  • Selecting your newly configured integration, select the “Sync Now” button to test your integration. Any errors that occur will be shown below the list, and the Sync status icon in the list will turn red. In the example below, the team does not have valid API access to the tenant, so mailboxes cannot be counted.

     

  • After correcting the API access, the status should turn green and report success during a manual sync. Note that the status will update automatically after each daily sync, if daily sync is enabled.

     

  • To add additional team mappings, remap products, or reconfigure access, just click the “Edit” button after selecting the active integration. You may also remove the integration, change the daily sync setting, or run a manual sync at any time.