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- Gather the following information:
- ConnectWise Manage URL
- Company ID
- Create Security Role for MSPbots
- Log in to your ConnectWise Manage Console,
- Click System / Security Roles
- You can copy some roles if they have all read-only access already or you can create a new role
- Role ID: MSPbots
- Permission:
- Inquire level for all fields, no add, edit, delete level permission needed
- It is very important for the MSPbots to have permission to read your data, without data, the bots/reports won't work.
- Create API key
- Click System / Members / API Members / +
- Fill in the blanks and select options on the required fields marked with a "*".
- Put the member ID and Member Name: MSPBOTS
- For the required drop-down fields, choose an option based on your company configuration
- Click Save to go to the next screen
- Role ID: MSPbots
- Click API Keys, then "+", then type "MSPBOTS" in the description, and save.
- You will get the Public Key and Private Key. Copy and paste them into the setup window in MSPBOTS to finish the setup.
- Set up your API in MSPbots
- Login to Integration
- Navigate to ConnectWise Manage
- Click Config option
- Copy and paste the details into the setup window
ConnectWise Manage Website
https://www.connectwise.com/platform/business-management/manage
ConnectWise Manage API documentation
It is useful if you want to add more functions to ConnectWise Manage by reading https://developer.connectwise.com/
FAQ
- What kind of permission that MSPbots need?
- MSPbots needs data from ConnectWise to generate reports, drive the bots using data-driven decision making. So it is important to have read-only permission for all your data if you want to create automated processes.
- In the future, we will create more bots that will be able to create tickets, close tickets, etc, we will be asking permission accordingly.
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