FAQ: How do I prepare to use Wise-Sync for ConnectWise REST Integration?

ConnectWise Administrators need to assist in making sure the ConnectWise Configuration is ready for REST Integration.

Configure Member Security and API Keys

The ability to sync from/to ConnectWise, relies on the ConnectWise Member that is syncing transactions having the appropriate permissions for the types of transactions being synced. This means, member restrictions to locations or business units, plus Security Role permissions need to be considered. Where there are limits to a ConnectWise Member's security permissions, Wise-Sync will display errors noting that the user does not have adequate permissions or permission is denied.

• Check out what security role permissions are required here - Apply ConnectWise Member Security. This article is constantly updated to make sure permissions are as acurate as possible based on what we know.
• Check out how to configure ConnectWise Member API Keys here - FAQ - How to create REST API Keys for a ConnectWise Member.

NOTE: Wise-Sync has no way of telling what permissions are missing/limited during sync. We're working with ConnectWise to see if it's a possibility in the future. In the meantime, it's best to check the articles listed above to make sure the member performing the sync has adequate permissions to access records.

Wise-Sync Configuration

Continuing on from creating Member API Keys in ConnectWise, these API Keys need to be setup for Wise-Sync Users. Also, a Primary API Account needs to be nominated for your company and ConnectWise Support enabled.

Configure Wise-Sync Users with API Keys

Once Member API Keys are created in ConnectWise, they need to be added to Wise-Sync. Check out the last steps of FAQ - How to create REST API Keys for a ConnectWise Member.

Configure the Primary API Account

Check out what is and how to configure a Primary API Account.