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This document outlines the requirements and setup for the ConnectWise Manage integration. |
{% hint style="success" %} This Integration supports multiple instances
Check out the instructions to set up multiple instances here. {% endhint %}
There are a few requirements for the ConnectWise Manage integration to work that need configuring by you as the MSP.
Rewst has a number of tasks that can be performed using the ConnectWise Manage API, all of which require different permissions. You can review the ConnectWise Manage Security Roles Matrix for more information.
{% hint style="info" %} You will need an active CW Developer account to access the above URL. {% endhint %}
- Go to System -> Security Roles -> Click the + in the top Left.
- Name the Security Role "Rewst API" -> Click the save icon.
- Set your permission as per this document.
In order to create a new ConnectWise Manage integration, you will need to create an API account. This can be done by following the instructions.
- Navigate to System -> Members -> Api Members in ConnectWise Manage.
- Create a new API member by clicking +.
- Create a Member ID and Member Name.
- We recommend naming these "Rewst"
- Select Rewst API as your Role ID.
- Select Your Highest Level such as Corporate (Level 1).
- Select a Location, Department, Name, and Default Territory as per your company guidelines.
- Click the Save Icon at the Top.
Creating an API Member in ConnectWise Manage
- Click on the Rewst API member.
- Click API Keys -> "+".
- Add a new API Key.
- Add Rewst API as the Description.
- Click the Save Icon.
- Save the public and private key in a secure location.
Public and Private Key
Once you have created an API account, you will need to configure the integration within the Rewst platform.
Follow the below steps to configure a new integration:
- Log in to the Rewst platform.
- Navigate to Configuration -> Integrations.
- Click or search for "ConnectWise Manage".
- Enter the API Member ID.
- Add the company ID used when logging into ConnectWise Manage.
- Add the Hostname for ConnectWise Manage.
- Add the Private & Public API Key.
- (Optional) Change the Company Query Conditions to filter what companies are returned by the API
- Click Save Configuration.
Configuring ConnectWise Manage Integration in Rewst
{% hint style="warning" %} Other Configurations
Once the integration has been configured within Rewst, we can use the Rewst Crate: Configure Organization Variables to configure your own custom settings and how Rewst should interact with ConnectWise Manage. Our Guide for that crate can be found here: Configure Organization Variables
Note that this form asks for information about your RMM / M365 settings as well. Whilst this form can be completed again separately, it is recommended that you also set up the integration for Microsoft Graph and your RMM. {% endhint %}