ConnectWise Manage Setup

  1.  Login to ConnectWise 
  2. Click on System (Bottom Left) -> Members, then API Members tab and click the Plus sign:CW1.png
  3. Give it a Member ID and fill out all required fields and then click the Save button. (GUI may have been updated). Set the Role ID to Admin: (Please see ConnectWise Permissions Here) For Level set it to the highest level available such as Corporate and same for Name and Location. Business Unit should also be set to the highest level. CW2.png

  4. Save and then click API keys. Create an API Key by giving it a description and clicking Save.CW3.png

  5. You then get presented with the Public and Private Keys needed. Copy them to a notepad and return to Backup Radar. Click on Integration > PSA Integration and select the ConnectWise REST API from CRM Type drop down. Enter your Public Key, Private Key, Site, Company ID cw4.png

  6. Once you click on Update you will see information below to allow you to select Company Type and Status info. Select the Types and Statuses for the Company Names you wish to Sync to Backup Radar, and click on Update. Note: We do not sync any other information beyond the Company Name by doing so. Screen_Shot_2022-07-15_at_11.16.25_AM.png
  7. We also recommend you sync the Device Types Server and Workstation or Managed Workstation and Managed Server depending on which naming convention you prefer on the configuration types as shown below. You can use the search to find them if you have an extensive list of options. Click Update once complete at the bottom left. Screen_Shot_2022-07-15_at_11.20.42_AM.png


Once complete, and while you're still on this page, you can setup your ticketing default(s) which is the first step towards taking advantage of our intelligent ticketing.


Article is closed for comments.