Setup ConnectWise > Step 2 > Creating an Integrator Login

How To: Create an Integrator Login


Wise-Sync connects through to your ConnectWise database through two authentication methods, one is the PSA Member for Batching the records as they are posted to Xero and the second is the Integrator Login which is required to allow Wise-Sync to access additional information such as:
  • Contact Details for Customers.
  • Invoice & Purchase Order details.
  • Primary & Billing Contact records.

Much of this information is not available through the information provided in the Accounting Interface. An Integrator Login is required to access the following APIs:

  • Activity API
  • Agreement API
  • Contact API
  • Company API
  • Configuration API
  • Document API
  • Invoice API
  • Marketing API
  • Member API
  • Opportunity Conversion
  • Product API
  • Purchasing API
  • Reporting API
  • Schedule API
  • Service Ticket API
  • System API
  • Time Entry API

Creating an Integrator Login:

Open ConnectWise, and navigate to:

System > Setup Tables


  1. Search for "Integrator Login" in the [Table] field
  2. Select the "Integrator Login" setup table

Steps you will need to complete:



  1. Click on the [New] record button
  2. Enter an name for the Integrator Login (Suggested: "Wise-Sync")
  3. Enter a password for the integrator login (note down for setup in wise-sync)
  4. Change the "Access Level" to [All Records]
  5. Allow access to the following APIs, you can deselect the others:
    • Activity API
    • Agreement API
    • Contact API
    • Company API
    • Configuration API *
    • Document API
    • Invoice API
    • Marketing API
    • Member API
    • Opportunity Conversion
    • Product API
    • Purchasing API
    • Reporting API
    • Schedule API *
    • Service Ticket API
    • System API
    • Time Entry API


* Required for enhanced functionality inĀ future releases.


P
Paul is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.