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.

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

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

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