- Use ConnectWise client from http://connectwise.com/install
- Login with your ConnectWise credentials
- URL: http://yourcompany.com
- company: CW_CompanyName
- user: User and PW
- Go to System | Members | API Members and create a new member (fill out all default fields)
- Choose the API Keys tab and create a new API key (record the public key and private key as the private key will only be provided 1 time)
- Log into the MSP portal
- Choose Partners on the dropdown menu
- Choose to edit your partner settings by pressing on the hyperlink with your MSP name
- Choose the Edit button
- Add the following URL https://your company URL/v4_6_release/apis/3.0
- Add your company ID, public key, private key, user ID of the user you want the tickets associated with in the service desk
- Choose from the dropdown the Board Name you want the tickets to fall into
- Choose the ‘Check Tickets API’ button to ensure the URL and credentials work
if you get an error: CW API: ticke object is invalid: The company/id field is required.
you need to edit the customer and in the 'Search in CW' edit box put in the exact name of the customer found in ConnectWise.
- If you want to choose what NetWatcher priorities line up with ConnectWise priorities you can choose the ‘setup CW priorities’ button as well
Now we need to send Alarms to ConnectWise
- Create an Alarm Filter for the types of Alarms you want sent to ConnectWise as tickets
- Choose the ‘Save Ad hoc search’ button to create a filter that will send tickets to ConnectWise
- Choose the ‘Create Ticket’ option and save the filter
- Verify that the Alarms are showing up in the Service Board
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