Connectwise Manage API Connector

...

1. Gather the following information:
   1. ConnectWise

...

1. 1. Manage URL

...

1. 2. Company ID

...

1. 2. Public API Key
   3. Private API Key
2. Create Security Role for MSPbots
   1. Log in to your ConnectWise Manage Console,
   2. Click System

...

1. Click Members
2. Click API Members
3. Click "+" to create a new API member

...

1. 1. / Security Roles / +
   2. Role ID: MSPbots
   3. Permission:
      1. Inquire level for all fields, no add, edit, delete level permission needed
2. Create API key
   1. Click System / Members / API Members / +
   2. Fill in the blanks and select options on the required fields marked with a "*".
      1. Put the member ID and Member Name: MSPBOTS
      2. For the required drop-down fields, choose an option based on your company configuration
      3. Click Save to go to the next screen
      4. Role ID

1. Please make sure that you assign a Role ID that gives Inquire Level (read-only) access to MSPbots
2. Image Removed

1. 1. 1. : MSPbots

1. 1. 1. Click API Keys, then "+", then type "MSPBOTS" in the description, and save.
      2. You will get the Public Key and Private Key. Copy and paste them into the setup window in MSPBOTS to finish the setup.

...

2. Set up your API in MSPbots

   ...

   1. 1. Login to Integration
      2. Navigate

   ...

   1. 1. to ConnectWise Manage

   ...

   1. 1. Click Config option
      2. Copy and paste the details into the setup window

   ...

   Image Removed

   ...