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      How to Integrate with ConnectWise PSA

      Channel Program integrates seamlessly with ConnectWise PSA to sync customer company data.

      Follow the steps below to complete the integration.

      IMPORTANT: To implement the integration, you must have a user (or users) with the following access permissions:

      • ConnectWise Administrator: Access to System Tables > Members.
      • ConnectWise Developer Network: Appropriate permissions.
      • Channel Program Administrator: Update access to Integration Management.

      Review available data sync options

      The integration supports a one-way data sync from ConnectWise PSA to Channel Program. The specific data that will sync depends on the selected sync options. Before proceeding, review the available data sync settings to ensure they meet your requirements.

      RECOMMENDATION: To ensure all relevant customer profile details are synced, enable both Active Customers and Active Customer Agreements.

      Sync Type

      Sync Active Customers

      Sync Conditions
      • Type must be set to Customer
      • Status must be Active

      Data Synced
      • Company name
      • Street address (if available on the record)
      • Email addresses (if available on the record)
      • Phone numbers (if available on the record)
      • Websites (if available on the record)

      Triggering a Sync

      Data will sync under the following conditions

      • Creating a new company record
      • Editing a record that updates any synced detail
      • Changing the company status from Inactive to Active

      Sync Type

      Sync Active Customer Agreements

      Sync Conditions
      • Type must be set to Customer
      • Status must be Active
      • Customer must have at least one agreement

      Data Synced

      Customer record

      • Company Name

      Agreement record

      • Vendor name (if available on record, otherwise MSP Managed Services)
      • Contract name (if available on record)
      • Overall cost

      Triggering a Sync

      Data will sync under the following conditions

      • Creating a new agreement record
      • Editing a record that updates any synced detail

      Locate your ConnectWise Company ID

      Every instance of ConnectWise Manage (PSA) is assigned a unique Company ID. To quickly find yours, follow these steps:

      1. Open the login screen for ConnectWise Manage
      2. Locate the Company Name displayed on the screen. 
        ConnectWise_8
      3.  Copy the Company Name and paste it into a text editor for each access later.

      Configuring a new ConnectWise PSA user

      NOTE: These steps must be completed by a ConnectWise PSA administrator with member management permissions.

       Although an existing ConnectWise PSA user can be used for the integration, it is recommended to create a dedicated user specifically for Channel Program to ensure seamless operation.

      1. Login as an administrator into your ConnectWise PSA dashboard.
      2. From the side navigation mouse over System, then click Members.
        ConnectWise_1
      3. Click the API Members
      4. Click New Item.
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      5. Enter in the profile details as follows:
        1. Member ID: Enter CPIntegration as the Member ID
        2. Member Name: Enter the name of Channel Program Integration
        3. Email: Enter an email address for the user
      6. Enter the system details as follows:
        1. Role ID: Select Admin
        2. Location: Select a location
        3. Business Unit: Select a business unit (e.g. Integration)
      7. All other options should be set to best reflect that this API member has a view of your entire organization not just a single location or business unit.
      8. Click Save.
        ConnectWise_3

      Generate an API key

      1. From the new members profile, click the API Keys tab.
        ConnectWise_4
      2. Click New Item.
        ConnectWise_5
      3. Enter the description of CW Channel Program.
      4. Click Save.
        ConnectWise_6
      5. Copy the public and private API keys into a text editor for easy access later. Note: The private key will not be displayed again if you navigate away from the tab before copying it.

      Retrieving the ConnectWise client ID

      You have two options available for retrieving the ConnectWise client ID. You can use an existing integration, or you can create a new integration.

      NOTE: Accessing the Developer Network requires a ConnectWise Developer account. If you don’t already have one, make sure to register with the ConnectWise Developer Network.

      Using an existing integration

      1. Navigate to ClientID - Developer Network (connectwise.com)
      2. If requested, log in.
      3. Click Copy next to the displayed Client ID and save it along with the other details you've already copied.

      Creating a new integration

      1. Navigate to ClientID - Developer Network (connectwise.com)
      2. If requested, log in.
      3. If a client ID is not presented. Click Create New Integration.
      4. Enter the integration name of Channel Program Integration
      5. Describe the integration – Channel Program one-way data sync from ConnectWise PSA.
      6. Select the Integration Type of Private.
      7. Enter a technical contact email.
      8. Select the product of Manage.
      9. Click Submit.
      10. Click Copy next to the displayed Client ID and save it along with the other details you've already copied.

      Installing integration in Channel Program

      With the necessary details and configuration from ConnectWise PSA in place, you can now proceed to complete the integration installation in Channel Program.

      NOTE: The user must be assigned a role that includes Update permissions for Integrations Management 

      1. Sign into Channel Program as a company administrator.
      2. From the side navigation click Integrations.
      3. Find the ConnectWise PSA integration card and click View.
      4. Click Install for the preferred data sync, to start the installation process.
      5. On the installation screen, enter the following details:
        1. Username – This will be a combination of your Company ID and Private Key, separated by a plus sign. For example: samplecompany_c+a1bcDEdGHijklmn2 
        2. Password – Use the public key saved earlier.
        3. Domain – The ConnectWise portal URL. For example: https://na.myconnectwise.net
        4. API Version – The ConnectWise API version. Example. If the version is v2020.3, you’d enter v2020_3.
        5. Client ID – Use the client ID saved earlier.
          ConnectWise_7
      6. Click Next.

      NOTE: If you chose to install the Active Customer Agreements sync, it’s recommended to also enable Active Customers. This ensures that the customer profile is synced with all relevant information. To install Active Customers, simply click Install.

      Congratulations! The integration has been successfully installed, and data sync will begin shortly. To confirm that the data is syncing, go to Manage Clients under NaviStack.

      For ongoing management of your integration, please refer to How to manage integrations.