---
title: ConnectWise Manage
slug: authentication-guides/connectwise-manage
docTags: 
createdAt: 2026-06-22T10:43:52.234Z
---

# 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:

1. Open the ConnectWise Developer Portal.
2. Sign in using your ConnectWise credentials.
3. Scroll to the bottom of the page and click **Create New Integration**.
4. Enter:
   - Integration Name
   - Description
5. Set the integration type to **Private**.
6. Select a **Technical Contact Email**.
7. Set the Product to **Manage**.
8. Click **Submit**.
9. 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

1. Log in to ConnectWise Manage.
2. Navigate to:
   **System → Security Roles**
3. Click the **+** icon.
4. Enter a name for the role.
5. 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:

6. Click **Save and Close**.

# Create an API Member

1. Navigate to:
   **System → Members → API Members**
2. 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                        |

3. Click **Save**.

# Generate Public and Private Keys

1. Open the API Member you created.
2. Navigate to the **API Keys** tab.
3. Click the **+** icon.
4. Enter a description for the key.
5. 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

1. Log in to Turbine.
2. From the left navigation pane, click **ORCHESTRATION.**
3. Select **Assets.**
4. Click the **+** icon to open the **Configure your Connector Asset** window.
5. 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.

6. Click **Create**.

![](https://api.archbee.com/api/optimize/n8uUzk0MM4uC57-zlHNtY/0orQY9gJUqA8K7h859PXa_image.png)

# 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)