ConnectWise API Keys can either be created under a ConnectWise Member or an API Member. It is important to ensure that the Member has the appropriate Security Role and location permissions for the types of transactions being synced.
How do I get there?
To create a ConnectWise API Key, navigate inside ConnectWise Manage to System > Members
What do I need to do?
This step is not required if using a ConnectWise Member instead of an API Member.
Navigate to System > Members.
Select the API Members tab.
Select the New Item icon.
In the Member ID field, create a new API member name: Wise-Sync
Enter a name in the Member Name field: Wise-Sync
Under System, select the security role in the Role ID drop-down that contains the correct Manage permissions needed.
Select Corporate in the Level and Name drop-downs. Selecting Corporate (Level 1) is generally the most appropriate and provides the most access to companies in Manage that is needed for the Wise-Sync integration.
Select a Location in the Location drop-down. The location selected does not affect your integration
Select Corporate in the Default Territory drop-down. The territory selected does not affect your integration.
From the Member Details screen (either ConnectWise Member or API Member) navigate to the API Keys tab.
Click the New Item icon.
Enter a description for your API keys: Wise-Sync
Your API keys will be generated and display.
Important: You can only view the Private Key once, after it's been generated, you may wish to store the Public and Private Keys for each member generated in your password management system.
Log into Wise-Sync From the top right hand options navigate to Users Select each User at a time to add and save API keys
|ConnectWise API Member||ConnectWise: API Public Key||Update the API Public Key generated for the Member by ConnectWise.|
|ConnectWise: API Private Key||Update the API Private Key generated for the Member by ConnectWise.|
|ConnectWise: Is Primary API account||Tick to nominate one user in your Company as the Wise-Sync Primary User.|
More information can be found at:
FAQ - What is a Primary API User?
Apply ConnectWise Member Security
|Test ConnectWise REST Connectivity||Click to test the ConnectWise Member API Credentials stored for the user.|
Note: When copying and pasting the API keys from ConnectWise Manage, sometimes a leading space can be accidentally copied, try pasting into notepad first to make sure you've got just the keys and no spaces.
For more information about User Accounts see Configure Wise-Sync User Accounts Looking for More information? Further information can be found at:
FAQ - Common Questions about ConnectWise REST API Keys
FAQ - How to edit a ConnectWise Security Role
Pre-Setup ConnectWise > Step 1 > Apply PSA Member Security
Known Issue - Unable to test connection to REST API Key when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net