Free Plan Onboarding - Connectwise

Click on + as shown below:

Fill out all required fields and click Save button: Be sure to set the permission to "Admin". If you have a role ID other than Admin, please see the bottom of this documentation for setting permissions for a custom role ID.

Click on API Keys and then click on the + sign to add a new key:

Give it a description and click Save:

The keys will disappear after you click save and close so copy both now to a document or directly into MSP Process before you save and close in ConnectWise.

After you have saved the Public and Private keys to a clipboard or anywhere else for retrieval, the next step will be to enter this information into the MSP Process admin app. On your Onboarding session, please make sure to have these available.

Once instructed by your onboarding specialist, please perform the following tasks:

Now login to MSP Process and click on Integrations and click Integrations -> PSA Integrations. Click + to Add PSA and select ConnectWise.

Select ConnectWise

Enter your PSA Connection Details:

ConnectWise Permission Details

Introduction

At MSP Process we believe in only setting the minimum permissions required to leverage our application for your business needs. Please find the outline below along with a more granular review of the permissions.

Adding a Security Role for MSP Process

Login to your ConnectWise Manager account
Navigate to System -> Security Roles
Add a new role, name it MSP Process, and give it the permissions listed below:

Area	Permission
Companies	Company Maintenance: Inquire (All) Company/Contact Group Maintenance: Inquire (All) Contacts: Add/Edit/Inquire (All) CRM/Sales Activities: Inquire (All) Manage Attachments: Add/Inquire (All) Notes: Add/Edit/Inquire (All) Team Members: Inquire (All)
Finance*	Invoicing: Inquire (All)
Project	Project Tickets: Inquire (All)
Service Desk	Close Service Tickets: Add/Edit/Inquire (All) Resource Scheduling: Add/Inquire (All) Service Ticket - Dependancies: Add/Edit/Inquire (All) Service Tickets: Add/Edit/Inquire (All) Service Tickets - Finance: Inquire (All) SLA Dashboard: Inquire (All) Ticket Templates: Inquire (All)
System	Member Maintenance: Inquire (All) Table Setup: Inquire (All)

* only required if using the Invoices tab within the MSP Process Client Portal

4. Within the System area, click the customize link beside the Table Setup permission (screeshot below):

5. Make sure that all of the entries are "allowed access" as shown below. You may then save and close the MSP Process Security Role.

API Endpoints Used by MSP Process

This is a list of all APIs we get information from or post using the API connections. Please adjust your permissions based on the details below. Please note that some of these API requests are part of other functions of our app and are not needed for End User and SMS utilization.

Type	API (resource)	Description
GET	`/company/companies/count`	Check is connection is valid
GET	`/company/companies/statuses`	Get statuses (company filters)
GET	`/company/companies/types`	Get types (company filters)
GET	`/company/configurations/statuses`	Get statuses (configuration filters)
GET	`/company/configurations/types`	Get types (configuration filters)
GET	`/company/configurations`	Get configurations
GET POST	`/company/companies`	Get all companies
GET	`/company/communicationTypes/info`	For contact creation
GET POST	`/company/contacts`	For contact creation
GET	`/company/noteTypes`	note types
GET	`/company/contacts/{contactId}/notes`	contact notes
GET	`/company/contacts/{contactId}`	contact
GET	`/company/contacts/count`	contacts count
GET	`/company/contacts/validatePortalCredentials`	valiadate client portal credentials
POST	`/company/contacts/requestPassword`	request reset password

System

Type	API (resource)	Description
GET	`/system/members`	Get resources
GET	`/system/apiMembers`	Get API resources
GET	`/system/departments`	Get departments
GET	`/system/audittrail`	Get audit trial
GET POST DELETE	`/system/callbacks`	Get system callbacks

Finance

Type	API (resource)	Description
GET	`/finance/invoices`	Get the list of invoices
GET	`/finance/invoices/{id}`	Get a specific invoice

Service

Type	API (resource)	Description
GET	`/service/tickets/{ticketId}/notes`	Ticket notes
PATCH	`/service/tickets/{model.TicketId}/notes/{noteId}`	Update ticket note
GET	`/service/tickets/{ticketId}/allnotes`	Ticket timeline
GET	`/service/tickets/{ticketId}`	Tickets
GET	`/service/tickets/{ticketId}/timeentries`	Time entries
GET	`/service/priorities`	Priorities
GET POST PATCH	`/service/tickets`	tickets
GET	`/service/boards`	boards
GET	`/service/boards/{boardId}/types`	types
GET	`/service/boards/{boardId}/subtypes`	subtypes
GET	`/service/boards/{boardId}/items`	items
GET	`/service/boards/{boardId}/statuses`	statuses
GET	`/service/impacts`	impacts
GET	`/service/severities`	severities
GET	`/service/locations`	locations
GET	`/service/sources`	sources
GET	`/finance/agreements`	agreements

Ticket Notes

Type	API (resource)	Description
POST	`/service/ticketNote/{noteId}/markAs`	toggle note type

Time Entries / Schedule entries

Type	API (resource)	Description
GET POST	`/time/entries`	time entries
GET	`/time/entries/{id}`	time entry
GET	`/time/workTypes`	work types
GET	`/time/workRoles`	work roles
GET POST	`/schedule/entries`	schedule entries
GET	`/schedule/entries/{id}`	schedule entry
GET	`/schedule/statuses`	statuses