Connecting to ConnectWise

William Shannon
William Shannon
  • Updated

In this article, you'll find the following guides for connecting with ConnectWise:

  1. Complete Partner Setup in ConnectWise
  2. Connect to ConnectWise on Dropsuite Partner Portal
  3. Create a New Plan with ConnectWise Integration
  4. Edit Existing Plans Mapped with ConnectWise Integration
  5. Create a New Organization Synced with ConnectWise
  6. Edit an Existing Organization and Map with ConnectWise
  7. Set Up a New Security Role in ConnectWise
  8. Revoke ConnectWise integration

Complete Partner Setup in ConnectWise

  1. Launch ConnectWise URL.

  2. Login in Using Valid Credentials

  3. Navigate to System, then go to Members and API Members


  4. Click on the New icon


  5. Fill out the required information.  You can utilize a Custom Role in the Role ID field.  For guidance on creating a new Role, refer to the Setting Up a New Security Role in ConnectWise documentation.


  6. Click on Save

  7. Navigate to the API Keys tab

  8. Select the New icon

  9. Enter the description


  10. Click on the Save icon

  11. Save both the Public and Private Keys for later use during integration on Dropsuite's Partner Portal

 

Connect to ConnectWise on Dropsuite's Partner Portal

  1. Log in to the Partner Portal.

  2. Navigate to the Integration menu on the left navigation bar.
    The Integration menu is available for all types of partners: distributor, direct reseller, and sub-reseller.

  3. Click the Connect button on the Connectwise card.


  4. Fill the Site URL and Company Identifier with valid values, then use the Public and Private Keys generated from the ConnectWise platform.  Click on Next Step.
    • Site URL: ConnectWise Manage cloud URL.  Please note that this URL should have the prefix "api" (e.g.: api-na-myconnectwise.net)
    • Company Identifier: Identifier for the MSP's company
    • Public Key: The public API Key generated from the steps above
    • Private Key: The private API Key generated from the steps above

  5. Upon successful connection, a success banner will appear, and you'll be redirected to the ticket mapping form. Select the appropriate options, and then proceed by clicking Next Step. It is important to note that all fields are mandatory, so make sure none are left blank.
    You can skip this step and continue with the ticket mapping later.


  6. Upon successful ticket mapping, a banner will be displayed confirming the completion of the ticket mapping setup. You can then proceed to perform plan and organization mapping as needed.


  7. If you click the Revoke All Ticket Mapping button, it is essential to note that this action will only reset the ticket mapping form. Your ConnectWise connection will remain unaffected by this action.

 

Create a New Plan with ConnectWise Integration

This step is intended for distributors and direct resellers only, as sub-resellers cannot access the plan page.

  1. Click the Manage button to map the plan. You'll be redirected to the Integration page for mapping.


  2. Select the Category, Subcategory, Product Type, and Catalog from the available options, then click Connect. Please note that the Connect button will be disabled if any of the required columns are left empty.

    After successfully mapping the plan, you will notice a green checkmark indicating success, and the Unlink button will appear.

  3. Upon returning to the plan page, click on the Menu button (three vertical dots) and select View Integration. You will now see the Synced badge indicating that the plan is synchronized with the integration.

 

Edit Existing Plans Mapped with ConnectWise Integration

Please note that this step is intended for distributors and direct resellers only, as sub-resellers cannot access the plan page.

  1. Click the Menu button, then select View Integration.


  2. A popup will appear. Click Manage to proceed with mapping the plan with ConnectWise.


  3. You will be redirected to the Integration page. Please continue to select the Category, Subcategory, Product Type, and Catalog until the synchronization process is successfully completed.

 

Create a New Organization Connected Through ConnectWise Integration

There is no change in the process compared to the existing flow for creating an organization when connected to ConnectWise.

  1. Select the plan that is synced with the ConnectWise integration.


  2. Upon successful organization creation, a new pop-up will appear for mapping requirements. Click the Manage button to redirect you to the Integration page.


  3. Select Company, Agreement, and Agreement Addition from the available options. Please note that the Connect button will be disabled if any of the required columns are left empty.


  4. Click the Connect button to proceed with the mapping. Please note that the Connect button will be disabled if any of the required columns are left empty.

  5. Upon successful organization mapping, a green checkmark will appear, and the Unlink button will be displayed.

 

Edit an Existing Organization and Map with ConnectWise

Option 1: Using the Integration Page:

  1. Navigate to the Integration page.

  2. Click on Option and select Manage Connection under the ConnectWise section.

  3. Locate the organization you want to edit in the Organization Mapping section.

  4. Select the appropriate Company, Agreement, and Agreement Addition.


  5. Click "Connect" to map the organization with ConnectWise.

Option 2: Using the Organization Page:

  1. Go to the organization page. Click on the Menu button (three vertical dots) and select View Integration.

  2. Click on Manage to proceed.

  3. You will be directed to the Integration page. Select the Company, Agreement, and Agreement Addition for the organization.

  4. Click the Connect button to complete the mapping.

 

Set Up a New Security Role in Connectwise

  1. Launch ConnectWise URL.

  2. Log in with valid credentials.

  3. Navigate to System, then Security Roles.


  4. Click on New Item (+ icon).

  5. Enter the Role ID and save it.

  6. Specify the required roles and permissions as follows, then click Save:
    • Companies > Company Maintenance: Add, Inquire

    • Companies > Configurations: Add, Edit, Inquire

    • Finance > Agreements: Add, Edit, Delete, Inquire

    • Procurement > Product Catalog: Add, Edit, Inquire

    • Project > Project Tickets: Add, Edit, Inquire

    • Project > Project Tickets - Dependencies: Add, Edit, Inquire

    • Project > Close Project Tickets: Add, Edit, Inquire

    • Service Desk > Service Tickets > Add, Edit, Inquire

    • Service Desk > Service Tickets - Finance > Add, Edit, Inquire

    • Service Desk > Service Tickets - Dependencies > Add, Edit, Inquire

    • Service Desk > Close Service Tickets > Add, Edit, Inquire

    • System > Table Setup > Add, Edit, Inquire

    • System > Custom Menu Entry > Add, Edit, Delete, Inquire

 

Revoke ConnectWise Integration

  1. Log in to Dropsuite Partner Portal.
  2. Navigate to the Integration page.
  3. Select Option then Revoke Connection on the ConnectWise card.
  4. The system will display the same page with the Connect button active after revoking has been successful.

  5.  

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