How to create a ConnectWise Manage API Member Key?

How to create a ConnectWise Manage API Member Key?

Connect your ConnectWise Manage Instance to Propel Your MSP

To connect your ConnectWise Manage instance to Propel Your MSP, you will need the following information:
  1. Your instance's domain name (typically connect.yourcompany.com)
  2. The Company ID identifying your company database in ConnectWise Manage
  3. The Public and Private keys created below

Creating Your Keys

You need to generate ConnectWise Manage API keys so that Propel Your MSP can sync your assets with your ConnectWise Manage installation.
Be sure to make a copy of both the Public and Private Keys because the Private Key will only be displayed once.
  1. Login to your ConnectWise Manage account using the desktop client.
  2. Navigate to  System > Members  and click the API Member tab.
  3. Create a new  API Only Member  (see the minimum required Security  Roles below)
  4. Generate the API Keys.
  5. Save your changes.
  6. Copy the Public and Private API Keys. 

Security

It's a best practice to specify only the minimum security rights required by any third party provider
Security of API Members is based off the Security Roles table within ConnectWise Manage. We suggest creating a new Security Role specifically for the "Propel Your MSP API Member". Propel Your MSP only requires the following Security Modules Levels in ConnectWise Manage:

Since
Module
Action
Add Level
Edit Level
Delete Level
Inquire Level


Companies
Company Maintenance



All

Companies
Configurations

All

All

Companies
CRM/Sales Activities
My


All

Companies
Manage Attachments
My


My

Companies
Team Members



All

Sales
Opportunity
All


All

Service Desk
Service Tickets
My


All

System
API Reports



All

System
Member Maintenance



All

System
My Company



All
CW v2020.3
System
Table Setup (customize*)



All (see below)
"Table Setup" tables to select:
  1. Activities / Activity Type
  2. Agreements / Agreement Type
  3. Company / Company Status
  4. Company / Company Type
  5. Company / Configuration
  6. Company / Configuration Status
  7. Company / Team Role
  8. Invoicing / Billing Cycle
  9. Opportunities / Opportunity Status
  10. Opportunities / Opportunity Type
  11. Opportunities / Sales Probability
  12. Opportunities / Sales Stage
  13. Service / Service Board
  14. Service / Severity
  15. Service / Source
Note: ConnectWise Manage puts "allowed" table on the left.

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