This article provides instructions on how to integrate ConnectWise Manage to ScalePad to pull configuration items from ConnectWise Manage.

Prerequisites

The following is required to add a ConnectWise Manage integration to ScalePad.

  • You must have Administrator user credentials for your ConnectWise Manage account

  • You must have Administrator user credentials for your ScalePad account or member permissions of Manage Sync Settings selected

  • You'll need your ConnectWise Manage Server Domain Name / Fully qualified domain name (FQDN)

    • This could be something like "na.myconnectwise.net" or "cw.yourmsp.com".

To successfully integrate ConnectWise Manage with ScalePad, please follow these steps in each article section:

Integration steps in ConnectWise Manage

Integration steps in ScalePad


Integration steps in ConnectWise Manage

Create a security role and set permissions

  1. Sign in to ConnectWise Manage

  2. Navigate to System > Security Roles

    1. Click the + icon at the top to add a new Security Role

    2. Enter a name for the Security Role (e.g. ScalePad API Integration)

    3. Click the Save icon

  3. Once you click the Save icon, the Security Modules screen is displayed.

  4. Click the down-arrows next to Companies and System to expand each section.

    1. In the Companies module, replicate the Add Level, Edit Level, Delete Level, and Inquire Level permissions in the Company Maintenance, Configurations, and Contacts rows exactly as shown in the following screen.

    2. In the Systems module, replicate the Add Level, Edit Level, Delete Level, and Inquire Level permissions in the Member Maintenance and Table Setup rows exactly as shown in the following screen.

  5. The Table Setup permission is a new requirement due to breaking changes made in ConnectWise Manage’s 2020.4 release. Select the customize link in the Table Setup row to allow access to the following. Click Save when done.

    Setting permissions for One-Way Sync instead
    The settings you're looking at in the above table are for Two-Way Sync. If you'd like to set your permissions for One-Way Sync instead, the only change you'll need to make is: Set Configurations > Edit Level to None.

    Keep in mind if the API Member you're using doesn't have the minimum permissions we require, the sync will fail.

    1. Once you've edited the permissions, click the Save and Close icon.


Create a ScalePad integration user

You need to create a ConnectWise Manage user that will be associated with your ScalePad integration.

  1. Within the ConnectWise Manage menu, navigate to System > Members and click the API Members tab.

    1. Click the + icon to add a New Member

  2. Fill out the required fields in the Profile section

    1. Member ID: Username of the Member (e.g. ScalePad)

    2. Time Zone: Time zone for your company

    3. Member Name: Member's first and last name

  3. Fill out the required fields in the System section

    1. Role ID: Select the new security role that you created in Step 2.

    2. Location: Default location for your company

    3. Level: Default level of access that the member will have in the application

    4. Business Unit: Member's business unit

    5. Name: Corresponds to "Level" listed above. Once a Level is selected, choose a name associated with the level. For help, see ConnectWise's documentation.

    6. Default Territory: Member's default territory

  4. Click the Save icon in the menu bar at the top


Generate API keys

  1. Click into the newly created API Member

  2. Click the API Keys tab > click the + icon to add a new API Key

  3. Enter a Description of the key (e.g. ScalePad), then click the Save icon

  4. Clicking the Save icon will generate the Public and Private API Keys. The generated API credentials appear beside the relevant labels.

    1. Once the keys are generated, take note of the credentials and manually copy both the Public key and Private key API credentials.

Keep it Private!
The Private Key will be hidden for security reasons after navigating away from this page. Keep the Private API Key in a secure location, because it will not be visible again after closing the window.


Integration steps in ScalePad

Add ConnectWise Manage API credentials into ScalePad

  1. From ScalePad, navigate to Integrations and click the Add integration button.

  2. The Add integration page will open. Select ConnectWise Manage.

  3. On the ConnectWise Manage add integration page, fill in the following:

    1. ConnectWise Manage Server Domain Name

    2. Company ID

    3. Public Key

    4. Private Key

  4. Click Save ConnectWise Manage Setup.

When you click Save ConnectWise Manage Setup, ScalePad performs a full sync. When finished, you should be able to view your hardware assets in your account.


What's next

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