# ConnectWise PSA

## Introduction <a href="#introduction" id="introduction"></a>

ConnectWise PSA Integration will allow you to create issues with the detailed data per customer when the action will be called.

### Available Features <a href="#available-features" id="available-features"></a>

* User Inventory

### Prerequisites <a href="#prerequisites" id="prerequisites"></a>

* A ConnectWise PSA API Member account with required privileges.
* API keys that are created on API Member account.

### Required Privileges for API Member Account

<table><thead><tr><th></th><th>Add Level</th><th data-hidden></th></tr></thead><tbody><tr><td>Company Maintenance</td><td>Add Level : All<br>Edit Level : All<br>Inquire Level : All</td><td></td></tr><tr><td>Configurations</td><td>Inquire Level : All</td><td></td></tr><tr><td>Close Service Tickets</td><td>Add Level : All<br>Edit Level : All<br>Inquire Level : All</td><td></td></tr><tr><td>Resource Scheduling</td><td>Add Level : All<br>Edit Level : All<br>Inquire Level : All</td><td></td></tr><tr><td>Service Ticket - Dependencies</td><td>Add Level : All<br>Edit Level : All<br>Inquire Level : All</td><td></td></tr><tr><td>Service Tickets</td><td>Add Level : All<br>Edit Level : All<br>Inquire Level : All</td><td></td></tr><tr><td>Member Maintenance</td><td>Inquire Level : All</td><td></td></tr><tr><td>My Company</td><td>Inquire Level : All</td><td></td></tr><tr><td>Security Roles</td><td>Inquire Level : All</td><td></td></tr><tr><td>Table Setup</td><td>Inquire Level : All</td><td></td></tr></tbody></table>

<details>

<summary>To generate a Custom Role, follow these steps :</summary>

1. Login to ConnectWise PSA with an account with Admin role.
2. Go to System → Security Roles → (+) Add.
3. Add Role ID : *Perimeters*
4. Click "Save".
5. Select API Member Privileges.
6. Click "Save".

</details>

<details>

<summary>To generate an API Member, follow these steps :</summary>

1. Login to ConnectWise PSA with an account with Admin role.
2. Go to System → Members → API Members → (+) Add.
3. Add the following : \
   \- Member ID : *Perimeters Member*\
   \- Member Name : *Perimeters Member*\
   \- Role ID : *Perimeters* (created in previous step)
4. The other required fields can be completed with values suitable for your organization.
5. Click "Save".

</details>

<details>

<summary>To generate an API key pair, follow these steps : </summary>

1. Go to System → Members → API Members → Click "*Perimeters Member*" (member created in previous step) → API Keys → (+) Add.
2. Add Description : *Perimeters Keys*
3. Click "Save".
4. Copy Public and Private keys and store them securely as they can't be viewed again.

</details>

### Onboarding ConnectWise PSA in your Perimeters account

1. Go to Integrations → SaaS Services → Select "ConnectWise PSA" -> Click "+ Add" -> Click "+ Start Integration".
2. "Environment" - Select your ConnectWise portal URL from the dropdown.
3. "Company" - Provide your Company (Company ID) that's used to login to your ConnectWise PSA account.
4. "Public Key" - Provide your Public Key from API key pair, created in previous steps.
5. "Private Key" - Provide your Private Key from API key pair, created in previous steps.
6. Click **"Finish"** to complete the onboarding process.

Once you have completed these steps, ConnectWise PSA should be successfully integrated with your Perimeters account.


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