Entering ConnectWise Credentials in the MSP App

Prerequisites: Ensure you have performed the following tasks in ConnectWise before performing this task. See Initial MSP App Setup.

• Task 1. Configuring new ConnectWise Manage Security Role
• Task 2. Creating the New ConnectWise Manage API Member
• Task 3. Adding New API Keys (Client ID and Client Secret)
• Task 4. Creating a Management Solution
• Task 5. Creating an Agreement Type
• Task 6. Creating Agreements for ConnectWise Companies

To enter ConnectWise credentials in the MSP App, perform the following steps.

1. At the Partner Product & Services page, click the Manage Integrations button.
   
   
   
   The Manage Integrations page is displayed.
   
   
2. Select ConnectWise Manage.
   The Set up ConnectWise Manage Integration page is displayed.
   
   
3. At the Company Name field, type the Company name you used in ConnectWise.
4. At the Public Key field, type the API Public Key you created in ConnectWise.
5. At the Private Key field, type the API Private Key you created in ConnectWise.
6. At the Membership Solution field, type the API Membership Solution name you created in ConnectWise.
   The Confirm button is enabled.
   
   
7. Click Confirm.
   The ConnectWise Integration Details page is displayed showing the Status as Active and listing your preferences (except Private Key).