ConnectWise Manage

introduction this guide explains how to authenticate the connectwise manage connector in swimlane using custom api authentication the connectwise manage connector enables swimlane turbine to integrate with connectwise manage for automating company management, contacts, tickets, slas, service boards, and invoice operations prerequisites before configuring the connector, ensure you have access to connectwise manage administrator permissions in connectwise manage permission to create api integrations permission to create api members and security roles this connector requires connectwise api version 2020 2 or newer required credentials you will need the following authentication details credential description api version connectwise api version client id integration client id company identifier company identifier used for authentication host url connectwise server url public key api public key private key api private key generate a client id to obtain a client id open the connectwise developer portal sign in using your connectwise credentials scroll to the bottom of the page and click create new integration enter integration name description set the integration type to private select a technical contact email set the product to manage click submit copy and securely store the generated client id create a security role you must create a security role to allow api access create the role log in to connectwise manage navigate to system → security roles click the + icon enter a name for the role click save configure required permissions expand the following sections and configure permissions exactly as shown companies permissions permission add edit delete inquire company maintenance all all none all configuration display passwords none none none all configurations all all none all contacts all all none all service desk permissions permission add edit delete inquire service tickets none none none all system permissions permission add edit delete inquire api reports all all none all member maintenance none none none all after configuring permissions click save and close create an api member navigate to system → members → api members click + new member configure member details profile section fill in field description member id username for api member time zone select company timezone member name enter member first and last name system section configure field description role id select the security role created earlier location default company location level access level business unit business unit assignment name name associated with selected level default territory default territory click save generate public and private keys open the api member you created navigate to the api keys tab click the + icon enter a description for the key click save connectwise generates public key private key copy and securely store both keys identify the company identifier the company identifier is the unique company identifier used for connectwise authentication record this value for swimlane configuration connector configuration in swimlane log in to turbine from the left navigation pane, click orchestration select assets click the + icon to open the configure your connector asset window select connectwise manage as the asset type asset configuration configure the following fields field description required api version connectwise api version required client id client id required company identifier company identifier required url connectwise host url required private key private key required public key public key required verbose errors enable detailed debugging errors optional verify ssl verify ssl certificates optional http proxy proxy configuration optional fields marked with are required click create troubleshooting api authentication fails verify api version is correct host url is correct public and private keys are valid client id is active company identifier is correct ssl verification issues if ssl validation fails verify the connectwise certificate chain temporarily disable verify ssl for testing if permitted by your organization you have successfully authenticated the connectwise manage connector in swimlane sources connectwise developer portal https //developer connectwise com/ https //developer connectwise com/ connectwise manage api documentation https //developer connectwise com/products/manage/developer guide https //developer connectwise com/products/manage/developer guide