ConnectWise PSA

ConnectWise PSA Integration Guide

Introduction

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

Prerequisites

• A ConnectWise PSA API Member account with required privileges.

• API keys that are created on API Member account.

Required Privileges for API Member Account

	Add Level
Company Maintenance	Add Level : All Edit Level : All Inquire Level : All
Configurations	Inquire Level : All
Close Service Tickets	Add Level : All Edit Level : All Inquire Level : All
Resource Scheduling	Add Level : All Edit Level : All Inquire Level : All
Service Ticket - Dependencies	Add Level : All Edit Level : All Inquire Level : All
Service Tickets	Add Level : All Edit Level : All Inquire Level : All
Member Maintenance	Inquire Level : All
My Company	Inquire Level : All
Security Roles	Inquire Level : All
Table Setup	Inquire Level : All

To generate a Custom Role, follow these steps :

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".

To generate an API Member, follow these steps :

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 pervious step)

4. The other required fields can be completed with values that make sense for your organization.

5. Click "Save".

To generate an API key pair, follow these steps :

1. Go to System → Members → API Members → Click "Perimeters Member" (member created on 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.

Onboarding ConnectWise PSA in your Perimeters account

1. Go to Integrations → Response and Automation → 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.