Connectwise Authentication
Connectwise Configuration
Select the Settings tab and click the Connectwise Configuration, enable the Connectwise Integration option using the toggle button.
Connectwise Authentication
- Click the Connectwise authentication settings and enter the Connectwise credentials for authentication.
- Enter the site name, company ID, public API key and private API key. Click verify and once verified hit save.
Make sure you enter the host-name of the site alone in Site Name section [Host name of Connectwise site] for example 'test.connectwise.com'. For Connectwise-cloud edition, "api-" must be prefixed to the hostname, however for a premise installation, "api-" should not be prefixed |
- Click Next to proceed with ticketing defaults.
You should enable either the ticketing defaults or the Billing plan feature. At least one Connectwise feature must be selected or you can select both the options. If no option is selected, you will be prompted with the alert message stating "Please select at least one ConnectWise feature" |