Connectwise API Integration Setup

(The permissions matrix below was updated January 2024)

Set up the integration and import clients, contacts, opportunities and projects

 

Overview

ManagedServicesPlatform offers a very comprehensive integration with Connectwise.

  • Contact and Company import/export
  • Two-way sync with CW Opportunities and Projects
  • One-way sync with CW Tickets
  • One-way sync with CW Project Milestones and Tickets
  • Hosted API - Humanize IT can be embedded in CW*
 

Overview

How to set up the integration

Go to Profile > Integrations

or https://tool.managedservicesplatform.com/#/mycompany/integrations

Creating API Keys

Set up the integration by gathering information from your Connectwise instance and generating the API keys. If you are going to create a unique security role, please see the instructions in Set the permission for the API member below.  If you are using the admin security role you can you can generate the keys now.

How to set up the integration

  • Connectwise Server Name  *****make sure you include https://*****
  • Company ID
  • Public API Key
  • Private API Key
  • Test connections

Next, select your company account in the 'My Company section.

Integrated Screens

Set up the Hosted API functions so you can access Humanize IT within Connectwise

*** NOTE: Currently, the Integrated Screens feature is only available if you assign an Admin security role from within ConnectWise.  All other integration features will work by utilizing the API security matrix ***

Integration screens with ConnectWise

  • Add screens by clicking the cog icon
  • Go to your Connectwise > Companies and select a company
  • On the top bar scroll to the very right and click the cog

On the top bar scroll to the very right and click the cog

  • On the popup add the Assignment and ManagedServicesPlatform items to your screens

On the popup add the Assignment and ManagedServicesPlatform items to your screens

You are able to access the tool from the company tab and the selected company will be linked from the ManagedServicesPlatform

You are able to access the tool from the company tab and the selected company will be linked from ManagedServicesPlatform

Set the permission for the API member

Updated Permissions Matrix 01-04-2024

Import Your Clients and Contacts

Go To Clients

or https://tool.managedservicesplatform.com/#/clients

1. Click on Import Clients

Import Your Clients and Contacts

2. Select the company name or click enter to list all Connectwise companies

Select the company name or click enter to list all Connectwise companies

  • You can select multiple companies to import
  • If you import from Connectwise the company in Connectwise and in Humanize IT will be linked together
  • Please note that you might want to add "Seniority" property as well during import so our system can distinguish CEO / COO / Office Manager / IT Coordinator roles

3. After set up click "All Selected" to import all companies to the system

 

Import Projects / Opportunities to Roadmaps

You are able to import projects and opportunities from Connectwise. This helps to use your existing data in Connectwise to push into our Client Project Roadmaps. This helps to prepare for your next meeting quicker and also help the client understand the different proposed and ongoing projects with a better visual.

Import Project / Opportunities to Roadmaps

 

Sync Clients that were not imported

Go to Client > Delivery Tab 

Select the Link Connectwise Company function to be able to sync a Humanize IT company with a Connectwise Company.

NOTE: To make things easier, ensure your clients are named the same in Humanize IT as they are in Connectwise. This will ensure they are matched appropriately and avoid duplication.

Select the Link Connectwise Company function to be able to sync a Managed Services Platform company with a Connectwise Company.

 

Sync Contacts that were not imported

Go to Client > Contact Tab

If a company is linked to a Connectwise Company you are able to sync the contacts for changes

If a company is linked to a Connectwise Company you are able to sync the contacts for changes