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. 
   

Ref. ConnectWise Manage Documentation

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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