ConnectWise PSA Setup
NOTE: Before completing the steps in this KB article, please setup a Security Role in ConnectWise that has the permissions outlined in this KB article.
Login to ConnectWise as an Admin and select System -> Members -> API Members as shown below:
Click on + as shown below:
Fill out all required fields - including specifying the Role as the one you created earlier - and click the Save button.
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.
Now login to MSP Process and click on Integrations and click Integrations -> PSA Integrations. Click + to Add CRM and select ConnectWise.
Select ConnectWise
Enter your PSA Connection Details:
The next screen will have you select all your ticket settings. You will need to click Validation after selection and then submit. All fields I show below are required. The other fields are optional.