Connectwise Integration Setup
1. You must have a Service Board set up
Service boards are used to determine where a ticket with the Sxipher report should be added to
- Log into the ConnectWise Manage dashboard
- From the navigation menu, click System, then Setup Tables.
- Under the table column, enter Service Board and click the row from the search results that come up.
- Click the new item icon to add a new service board.
- Enter a name for the new board name. Select a location, business unit, and signoff template. Optional: Fill in other detail about your new service board.
- Click the Save icon
- Click the Statuses tab.
- Click the New Item icon to add a new status.
- Enter a status description and select the appropriate escalation status for the new status.
- Ensure that Inactive isn’t checked, and click the Save & Close icon.
- Repeat steps 8 through 10 to add all applicable statuses.
- Click the Teams tab.
- Click the New Item icon to add a new team.
- Enter a team name and select a team leader. Optionally, mark the team as the default and indicate whether the team leader should be notified when a ticket is deleted.
- Click the Save & Close icon.
- Repeat steps 11 through 15 to add all applicable teams.
- Click the Board tab.
- Click the Save & Close icon to return to the list of service boards.
2. Create the Security Role
- Go to the System ➝ Security Roles
- Click the Plus icon to add a new role
- Enter your role ID & click Save
- After saving you will see the "Security Modules for Role" menu. Here you should provide the following permissions & save the changes:
- Companies ->
- Company Maintenance - Inquire=All
- Service Desk ->
- Service Tickets - Add=All, Edit=All, Inquire=All
- Service Ticket - Dependencies - Inquire=All
3. Create API Member
After that we need to create an API Member based on the newly created role. Here we need to:
- Navigate to the System ➝ Members ➝ API Members
- Click the Plus icon to create a new API member
- Enter Member ID, select newly created Security Role as a Role ID
- Fill in other required fields
4. API Keys
Now we need to create Public and Private API keys. For this purpose we have to do a few simple steps:
- Switch to the "API keys" tab and click on the '+' icon
- Enter your API Key name and click the Save button
- Now you have your API Keys generated.
- Note your private key. Otherwise you won't be able to see it again
3. Setup Sxipher ➝ ConnectWise Integration
Now we can move on to configuring the integration on the Sxipher side:
- Login into your Sxipher account
- Go to the Integrations page
- To do this, click on your avater at the top right and then click on the "Integrations"
- Select CONNECTWISE
- Fill in the Integrations params form
- PSA url - the PSA URL used to connect to ConnectWise PSA. Example URLS: https://na.myconnectwise.net/, https://eu.myconnectwise.net or https://cw.mydomain.com.
- Company ID – The Company ID used to login to ConnectWise PSA. The Company ID can be found on the ConnectWise PSA login screen.
- Public Key / Private Key – the keys we generated in the previous step
- Specify the configuration for tickets
- Select the Board to which the ticket should be added
- Select the Status with which the ticket should be created
- Select the Priority with which the ticket should be created
- Click save
- Connect your Sxipher client to ConnectWise company
- Switch to the Mapping companies tab
- Select a client and a company that you want to connect & click Link
- You can also Sync your companies to import your clients from ConnectWise to Sxipher. For that purpose you can switch to the "Sync companies" tab and select from which companies you want to import your clients
Your clients will be displayed in the Clients tab
