This article provides instructions on how to integrate ConnectWise Manage to ScalePad Lifecycle Manager to pull configuration items from ConnectWise Manage.
Prerequisites
The following is required to add a ConnectWise Manage integration to Lifecycle Manager.
You must have Administrator user credentials for your ConnectWise Manage account
You must have Administrator user credentials for your Lifecycle Manager 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 Lifecycle Manager, please follow these steps in each article section:
Integration steps in ConnectWise Manage
Integration steps in Lifecycle Manager
Integration steps in ConnectWise Manage
Create a security role and set permissions
Sign in to ConnectWise Manage
Navigate to System > Security Roles
Click the + icon at the top to add a new Security Role
Enter a name for the Security Role (e.g. Lifecycle Manager API Integration)
Click the Save icon
Once you click the Save icon, the Security Modules screen is displayed.
Click the down-arrows next to Companies and System to expand each section.
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.
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.
Select the customize link in the Table Setup row.
The Table Setup permission is a requirement due to breaking changes made in ConnectWise Manage’s 2020.4 release. 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.
Once you've edited the permissions, click the Save and Close icon.
Create a Lifecycle Manager integration user
You need to create a ConnectWise Manage user that will be associated with your Lifecycle Manager integration.
Within the ConnectWise Manage menu, navigate to System > Members and click the API Members tab.
Click the + icon to add a New Member
Fill out the required fields in the Profile section
Member ID: Username of the Member (e.g. Lifecycle Manager)
Time Zone: Time zone for your company
Member Name: Member's first and last name
Fill out the required fields in the System section
Role ID: Select the new security role that you created in Step 2.
Location: Default location for your company
Level: Default level of access that the member will have in the application
Business Unit: Member's business unit
Name: Corresponds to "Level" listed above. Once a Level is selected, choose a name associated with the level. For help, see ConnectWise's documentation.
Default Territory: Member's default territory
Click the Save icon in the menu bar at the top
Generate API keys
Click into the newly created API Member
Click the API Keys tab > click the + icon to add a new API Key
Enter a Description of the key (e.g. Lifecycle Manager), then click the Save icon
Clicking the Save icon will generate the Public and Private API Keys. The generated API credentials appear beside the relevant labels.
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! |
Integration steps in Lifecycle Manager
Add ConnectWise Manage API credentials into Lifecycle Manager
From Lifecycle Manager, navigate to Integrations and click the Add integration button.
The Add integration page will open. Select ConnectWise Manage.
On the ConnectWise Manage add integration page, fill in the following:
ConnectWise Manage Server Domain Name
Company ID
Public Key
Private Key
Click Save ConnectWise Manage Setup.
When you click Save ConnectWise Manage Setup, Lifecycle Manager performs a full sync. When finished, you should be able to view your hardware assets in your account.
What's next