FAQ - How to create REST API Keys for a ConnectWise Member

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. That is, member restrictions to locations and Security Role permissions determine what you can/can't sync.



What do I need to do?

1. Generate the Keys in ConnectWise

  1. Go to System > Members > click the Member ID to edit Member Details  or Click on your Username in the top right > My Account
  2. Click on the API Keys tab > click Add New item icon
  3. Enter Wise-Sync in the Description Field
  4. Click SAVE (Public Key and Private Key will be generated).

Important: Store the Public and Private Keys for each member generated in your password management system. You can only view the Private Key once, after it's been generated.

2. Add the Keys to the member's Wise-Sync User Account

ConnectWise API Member

ConnectWise: API Public KeyUpdate the API Public Key generated for the Member by ConnectWise.
ConnectWise: API Private KeyUpdate 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.
Primary Users have the appropriate security permissions and valid API keys, so that security permission errors are minimised when configuring Wise-Sync for ConnectWise using its REST API.
More information can be found at:
FAQ - What is a Primary API User?
Apply ConnectWise Member Security
Test ConnectWise REST ConnectivityClick 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. 

For more information about User Accounts see Configure Wise-Sync User Accounts 

Looking for More information?

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. That is, member restrictions to locations and Security Role permissions determine what you can/can't sync.

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

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