ConnectWise Manage Integration


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ConnectWise Manage integration allows you to connect to vendor or self- hosted Manage server. For self-hosted CW Manage you need to have API accessible by our platform.

The integration allows you to

  • import Configurations
  • read Projects
  • Read and Create Opportunities and Agreements
  • read and create Tickets

 

To configure the integration, follow these steps:

 

In Manage navigate to Security Role, create a new role and assign sufficient permissions for the areas you want Narmada to have access to.

 

 

Here are the minimal permissions needed to:

  • Read companies
  • Read Configurations
  • Read and Create tickets
  • Read Projects
  • Read Agreements
  • Read, Create and Delete Opportunities

 

However we have noticed recently, Manage often require extra permissions. So it’s good to assign at least the INQUIRE LEVEL to all sections under each module if things are not working.

 

 

 

NOTE: If you use a third party service in  Manage (i.e like StreamlineIT) they may use different permissions to regular account and so you have to make changes to your API user so that it has corporate level access and not company level access.

 

Then go to Members section, create a new API Member (does not require a license) and assign the role created earlier.

 

 

Open the API Member and switch to the API Keys tab to create a new API keys

 

Edit credentials pane.

In Narmada, navigate to Integrations -> ConnectWise Manage and create a new connection

 

 

Reference your CW Manage client for URL and Company Name

 

 

Edit ConnectWise credentials.

 

Click SAVE

 

You can test the connection here

 

 

When the connection is successful, you can map Narmada clients with Manage clients.

 

 

Double-click the field on the right to pull up list of Manage clients

 

Manage clients list pane.

 

 

 

Click SAVE

 

Click Start Initial Data Import to sync all devices. The sync also runs automatically once a day to keep devices updated.

 

 

Switch to one of your clients and then go to Documentation and Assets section to see all assets

 

 

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