Configuring ConnectWise and MSP Process to Communicate with One Another

NOTE: Before completing the steps in this KB article, please setup a Security Role in ConnectWise that has the permissions outlined in this KB article.…

NOTE: Before completing the steps in this KB article, please setup a Security Role in ConnectWise that has the permissions outlined in this KB article.

Login to ConnectWise as an Admin and select System -> Members -> API Members as shown below: 

Click on + as shown below: 

Fill out all required fields - including specifying the Role as the one you created earlier - and click the Save button.

Click on API Keys and then click on the + sign to add a new key: 

Give it a description and click Save: 

The keys will disappear after you click save and close so copy both now to a document or directly into MSP Process before you save and close in ConnectWise. 

Now login to MSP Process and navigate to Settings -> Integrations -> PSA Integrations. Click the Add PSA button: 

Select ConnectWise

Enter your PSA Connection Details: 

The next screen will have you select all your ticket settings. You will need to click Validation after selection and then submit. All fields shown below are required. The other fields are optional.