(The permissions matrix below was updated January 2024)
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
Go to Profile > Integrations
https://app.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 generate the keys now.
- 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 (optional)
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. ***
- 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 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
Set the permission for the API member
Updated Permissions Matrix 01-04-2024
To sync Project and Opportunities, select default values for each:
https://help.humanizeit.biz/import-connectwise-opportunities-projects-to-clients-project-roadmap
From the Clients screen, you can import your clients
