Setting up the ConnectWise integration
Note: Your ConnectWise admin or another team member with elevated permissions for ConnectWise may be needed to access some of the areas described below. Login to your ConnectBooster portal’s administration area. Navigate with the three bar menu Settings + Integrations. Click on "New Integration", and select "ConnectWise". Next login into ConnectWise with credentials for a user which has access to the Member Management area of you ConnectWise. Navigate to System > Members, and select the API Members tab at the top. (Note: If you do not see an API members tab, you may need to click the Gear icon and move it to the displayed tabs list) API Members are a special class of ConnectWise member and do not occupy a ConnectWise license. Use the plus sign (+) to add a new API Member. On the new member creation page, you may set the Member ID to “ConnectBooster.” Continuing on, you will note a series of required fields denoted by asterisks. Fill out each of required fields in both under both the Member Information and Contact Information areas with made up values of your choosing. Under Security Information, set the Role ID to Admin or a similarly high-level role and make a selection for both Level & Name as well. Continue to make selections for the required entries in the System Defaults, Time/Expense/Billing Information, and Sales Information, bearing in mind this API Member will need to access information for all the customers listed in your ConnectBooster portal. With the required fields completed, save the new API Member profile. You need not Save & Close (#3 in screenshot). Next, select the API Keys tab above and to the right of the options to save. (Note: Again, if you do not see an API Keys tab, you may need to click the Gear icon and move it to the displayed tabs list) Use the plus sign (+) to add a new API Key. For the key description, you may again use “ConnectBooster." Once again Save the item to generate the new Public and Private keys. DO NOT Save & Close as the Private Key will disappear after the creation pop-up is closed. Copy and document the public and private keys for your records.
Under Settings + Integrations, open your ConnectWise integration. If the ConnectWise integration does not exist, please contact ConnectBooster Support for inquiries about creating NEW integrations or CONVERTING current platforms. Enter the required credentials and save the changes. You may use "Test Connection" at any given time. The "Sync Now" is rarely needed, as the portal continuously requests information from your ConnectWise when requested. Congratulations! Your setup is complete.
Setting Up ConnectWise Pods
- In ConnectWise, navigate to any company's Company Finance Screen.
- Scroll to the far right of the Tabs menu to access the Gear icon.
- Click the gear icon to access the Tab Configuration.
- Move the "ConnectBooster" Tab over to the "Displayed" tabs section.
- Click Save.