Prerequisite: Partners with an on-premise ConnectWise deployment must use the most current ConnectWise version.
For a successful integration you need to perform the following tasks in ConnectWise:
- 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
- Task 7. Adding Custom Fields to Link ECHOplatform Accounts to ConnectWise Companies
- In the MSP App, perform the following task: Entering ConnectWise Credentials in the MSP App