Pre-Setup ConnectWise > Step 1 > Apply ConnectWise Member Security





To sync transactions from ConnectWise to your accounting package, the ConnectWise member performing the sync need role permissions to various modules.


If your organisation has a number of users assigned to a specific security roles, and not all users require access to what Wise-Sync needs to sync transactions, a new role can be created specifically for those members that use Wise-Sync.


How do I edit role permissions?

Steps can be found at FAQ - How do I edit a ConnectWise Security Role?


What modules and permissions do Wise-Sync need?

ConnectWise v2019.3 onwards - ConnectWise REST API

ConnectWise are in the process of replacing their traditional SOAP APIs with REST APIs. This means that the way Wise-Sync interacts with the ConnectWise API for customers using ConnectWise v2019.3 differs to customers using previous versions. 


The ability to sync from/to ConnectWise, relies on the ConnectWise Member that is syncing records having the appropriate permissions for the types of transactions being synced. This means, member restrictions to locations or business units, plus Security Role permissions.


The table below lists the Security Role modules and permissions needed to sync transactions. This list isn't exhaustive (rather, a work in progress) as we discover the permissions that are required, they will be added here.


ModulePermissionLevel
CompaniesContactsInquire Level = All
Wise-Sync needs to query contacts from companies.
FinanceAccounting InterfaceSelect All for all levels
Wise-Sync needs to generate GL batches from ConnectWise for each financial record. This comes from the Accounting Interface.
ProcurementInventory Adjustments
Inquire Level = AllIf syncing inventory, Wise-Sync will need permission to get inventory adjustments.
Inventory Transfers
Inquire Level = All
If syncing Inventory, Wise-Sync will need permission to get inventory transfers.
Product Catalog
Inquire Level = All
Wise-Sync requires permissions to query information about products in the product category when syncing procurement/inventory.
Products
Inquire Level = All
Wise-Sync requires permissions to query products for procurement/inventory.
Purchase Orders
Inquire Level = All
Wise-Sync requires permissions to query purchase orders when syncing procurement/inventory.
SystemAPI ReportsInquire Level = All
Wise-Sync requires permissions to query API Reporting Views when performing most tasks in Wise-Sync.
Time & ExpenseReportsInquire Level = All
If syncing expenses, Wise-Sync requires permissions to view reports located in the Time Entry Category of the Reports Module.



ConnectWise v2019.2 and previous versions - ConnectWise SOAP API

The table below lists the modules and permissions a role should have to sync transactions.


ModulePermissionLevel
FinanceAccounting InterfaceSelect All for all levels
Wise-Sync needs to generate GL batches from ConnectWise for each financial record. This comes from the Accounting Interface.





P
Paul is the author of this solution article.

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