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Setting up ConnectWise PSA API keys

Before configuring the ConnectWise PSA integration, you need to generate API keys for authentication. These authentication parameters are unique to ConnectWise Members, granting them access to company resources.

To generate API keys:

  1. Log in to ConnectWise PSA.

  2. Go to System > Security Roles.

  3. Click icon_new.png New Item to create a Security Role and type a name in the Role ID field.

    01_API_M1.png

  4. Click icon_save.png Save.

  5. Edit the Security Role to add the following permissions:

    • Companies > Company Maintenance: Inquire Level set to All

    • Finance > Agreements: Add level, Edit Level and Inquire Level set to All

      Important

      This feature is unavailable for Basic Plan accounts.

    • Procurement > Products: Inquire Level set to All

    • Procurement > Product Catalog: Inquire Level set to All

    • Project > Project Ticket Tasks: Inquire Level set to All

    • Project > Project Tickets: Inquire Level set to All

    • Service Desk > Service Tickets: Add Level and Inquire Level set to All

    • System > Table Setup (customize): Inquire Level set to All

      01_API_M2.png

      Important

      Product Catalog is displayed as Product Entry in all versions prior to 2017.5.

  6. Create an API Member as follows:

    1. Go to System > Members.

    2. Go to the API Members tab.

    3. Click icon_new.png New Item to add a new entry.

    4. Fill in the mandatory fields and assign the previously created Security Role.

    5. Click icon_save.png Save to apply changes.

    01_API_M3.png

  7. Go to the API Keys tab.

  8. Click New Item to add a new entry.

  9. Write down the name in the Description field.

  10. Click icon_save.png Save to generate Public and Private API Keys.

    01_API_M4.png

Important

The Private Key is only available the first time you create it. Please make a note of it to be later used in the Configure ConnectWise Integration screen.

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