To integrate with Connectwise, you must:
- Set up Connectwise
- Follow the Connectwise Integration Wizard
- Set up your site mappings
- Test your settings
Follow the procedures below:
Set up Connectwise
In this procedure, you create a new API member with the name SKOUT CYBERSECURITY. You will then be able to see the API keys you will need in the following step.
In Connectwise, on the taskbar on the right, navigate to Members from the System tab.
Click the API Members tab.
Click + to create a new member.
In the Profile section, in Member Name*, enter
SKOUT CYBERSECURITY
.- In the System section, in Role ID, select a role that has the following permissions:
- View boards, teams, sources, tickets, ticket notes, company statuses and priorities
Edit tickets, ticket notes, and sources
Permissions required
Companies Module
Add Level
Edit Level
Delete Level
Inquire Level
Company Maintenance
None
None
None
All
Company/Contact Group Maintenance
None
None
None
None
Configuration – Display Passwords
None
None
None
None
Configurations
None
None
None
None
Contacts
None
None
None
All
CRM/Sales Activities
None
None
None
None
Import Contacts
None
None
None
None
Manage Attachments
None
None
None
None
Management
None
None
None
None
Notes
None
None
None
None
Reports
None
None
None
None
Surveys
None
None
None
None
Teams Members
None
None
None
None
Tracks
None
None
None
None
User Scenarios
None
None
None
None
Finance Module
Add Level
Edit Level
Delete Level
Inquire Level
Accounting Interface
None
None
None
None
Agreement Invoicing
None
None
None
None
Agreement Sales
None
None
None
None
Agreements
None
None
None
None
Billing Rate Maintenance
None
None
None
None
Billing Reconciliation
None
None
None
None
Billing View Time
None
None
None
None
Company Finance
None
None
None
None
Expense Reimbursement
None
None
None
None
Financial Dashboard
None
None
None
None
Invoice Approval
None
None
None
None
Invoicing
None
None
None
None
Reports
None
None
None
None
Project Module
Add Level
Edit Level
Delete Level
Inquire Level
Close Project Tickets
None
None
None
None
Close Project
None
None
None
None
Project Contacts
None
None
None
None
Project Finance
None
None
None
None
Project Headers
None
None
None
None
Project Management
None
None
None
None
Project Notes
None
None
None
None
Project Phase
None
None
None
None
Project Product
None
None
None
None
Project Reports
None
None
None
None
Project Scheduling
None
None
None
None
Project Teams
None
None
None
None
Project Templates
None
None
None
None
Project Ticket - Dependencies
None
None
None
None
Project Ticket - Tasks
None
None
None
None
Project Tickets
None
None
None
None
Sales Module
Add Level
Edit Level
Delete Level
Inquire Level
Closed Opportunity
None
None
None
None
Opportunity
None
None
None
None
Opportunity Finance
None
None
None
None
Reports
None
None
None
None
Sales Dashboard
None
None
None
None
Sales Funnel
None
None
None
None
Sales Order Finance
None
None
None
None
Sales Orders
None
None
None
None
Service Desk Module
Add Level
Edit Level
Delete Level
Inquire Level
Change Approvals
None
None
None
None
Change Management
None
None
None
None
Close Service Tickets
All
All
All
All
Cloud Console
None
None
None
None
ConnectWise Chat
None
None
None
None
ConnectWise Control
None
None
None
None
IT Boost
None
None
None
None
Knowledge Base Approver
None
None
None
None
Knowledge Base Creator
None
None
None
None
Launch Remote Access
None
None
None
None
Merge Tickets
None
None
None
None
Print Service Signoff
None
None
None
None
Reports
None
None
None
None
Resource Scheduling
None
None
None
None
Service Tickets - Dependencies
All
All
All
All
Service Tickets
All
All
All
All
Service Tickets - Finance
None
None
None
None
SLA Dashboard
None
None
None
None
System Module
Add Level
Edit Level
Delete Level
Inquire Level
Add Licenses
None
None
None
None
API Reports
None
None
None
None
Chat with ConnectWise Management Support
None
None
None
None
ConnectWise Manage lab
None
None
None
None
ConnectWise Next
None
None
None
None
ConnectWise Now
None
None
None
None
Custom Menu Entry
None
None
None
None
Data Import
None
None
None
None
Email Audit
None
None
None
None
List View Export
None
None
None
None
Manage Hosted API
None
None
None
None
Marketplace Sharing
None
None
None
None
Mass Maintenance
None
None
None
None
Member Maintenance
None
None
None
None
Member Maintenance - Finance
None
None
None
None
My Account
None
None
None
None
My Company
None
None
None
None
Report Writer
None
None
None
None
Security Roles
None
None
None
None
System Reports
None
None
None
None
Table Setup
None
None
None
All
Today Links
None
None
None
None
Time & Expense
Add Level
Edit Level
Delete Level
Inquire Level
Expense Approvals
None
None
None
None
Expense Billable Option
None
None
None
None
Expense Report Entry
None
None
None
None
Reports
None
None
None
None
Stopwatch
None
None
None
None
Time Approval
None
None
None
None
Time Entry
None
None
None
All
Time Entry Billable Option
None
None
None
None
- Enter information in the other fields.
- Click the name of the member you just created.
Click the API Keys tab. - Click + to create a new item. Enter a description and click Save.
The API keys are now available. - Make a note of the API keys, especially the Private Key.
Follow the Connectwise Integration Wizard
- Sign in to the Barracuda XDR Dashboard.
- Click Administration > Integrations.
- On the Connectwise card, click Setup.
- Click Edit Settings and enter your credentials.
- Click Next.
- Type the appropriate Board, Source, and Team information, then click Next.
- Select your Priority options, then click Next.
- (Optional) Select your Ticket Status options, then click Next.
- Map the statuses for your Board, then click Next.
- Map the statuses for your Other Boards, then click Next.
- (Optional) Click Edit in any Account row to edit account information. When complete, click Next.
(Optional) Click Edit to edit Contact information.
- Click Submit.
Map your Connectwise sites
- Sign in to the Barracuda XDR Dashboard.
- Click Administration > Integrations.
- On the Connectwise card, click Update.
- Click Edit Settings.
- Click Next several times until you get to the Ticket Integration page.
- On the Ticket Integration page, in the row of a company you want to map, click Edit.
- in the Step 1: search Connectwise companies by keyword box, type the name of the company you want or part of the company name and click Search.
- In the Step 2: select from the below search results box, select a company.
- Click Done.
- Repeat steps 6-9 until you have mapped all the companies you want to map.
- Click Next.
- Click Submit.
Test the ticket sync
To test integration settings
- Sign in to the Barracuda XDR Dashboard.
- Click Administration > Integrations.
- On the Connectwise card, click Update.
- Click Edit Settings.
- Click Test.
To test your ticket sync
You can test your ticket settings by sending a test email that uses your saved settings.
- Sign in to the Barracuda XDR Dashboard.
- Click Administration > Integrations.
- On the Connectwise card, click Update.
- Click Edit Settings.
- Click Send Test.