Creating Connectwise API user and credentials

Create an API user in ConnectWise with roles and permissions 

1. System > Security Roles > “+” to add new role
2. Enter a Role ID 
   
3. Save
4. Select security role from Security Roles list
   
5. Assign member role with permissions.   

	add	edit	del	inquire
Companies
- company maintenance	none	none	none	all
Service desk
-close service tickets	all	all	none	all
- service tickets	all	all	none	all
System
- table setup > (customize) > allow access to Company type; company status; service/service board; disallow all others	none	none	none	all

6. After permissions have been assigned and saved, navigate back to  > Members > API Members
7. “+” to add new user
8. Details Tab - Create a user under the Profile section, System section assign Role ID with the newly created permissions role, Service Defaults section, assign Default Board and save new profile
9. API Keys Tab - “+” to create a new API Key (YOU MUST SAVE THE PRIVATE KEY!!  IT IS ONLY AVAILABLE DURING CREATION AND WILL NOT APPEAR AGAIN)
10. Once key is created save from the Details Tab
    
11. Enter credentials in the ConnectWise integration in RocketCyber on the Provider level
12. Your company id (what you use to log in to ConnectWise.  e.g. rocketcyber)
13. The host you use in ConnectWise 
14. This will be first part of the URL of your ConnectWise account while you’re logged in.  For example: https://na.myconnectwise.net

Enter the API keys

1. Click create ConnectWise Integration button (allow for the data to import and click just once, there will be bar indicating when pull is complete)
2. Test Credential*
3. Import Organization from PSA [YES]
4. Re-sync Basic PSA data [YES]
5. Click update ConnectWise Integration button
6. Select Company Types
7. Check box Create Organizations then click Pull Companies (allow for data to import if there are a large number of organizations that are being pulled)
8. Select companies from list move > to ‘Selected companies’ list
9. ‘Selected Companies list’ check boxes for organizations or select all then click Create Companies button
10. Complete the organization mapping and save
11.  *If credential test passes but PSA tickets are still not coming through, then in the ConnectWise portal, navigate to System > Members > API Member > (select API member for API key was created for the integration) API Logs tab and Start Debug Mode  enable logging to 5 minutes.  
    
12. In RocketCyber in the ConnectWise integration, Update ConnectWise Integration and return to ConnectWise API Logs tab > SEARCH to see what error is being returned.