| ITSupportPanel · PSA Integrations |
Set up the ConnectWise REST integrator login for ITSupportPanel
To integrate ITSupportPanel with your ConnectWise installation, and to complete Step 2 of the Invarosoft Setup Wizard, you need an integrator login (API) account for ITSupportPanel. This guide walks you through creating it in ConnectWise and shows which details you'll need to enter in the wizard.
| Log in to ConnectWise as an admin |
Log in to ConnectWise with an admin-level user account. You can create the API login from either the desktop application or the web portal. Take note of the Site and Company you log in with; you'll need them at the end.
| Go to Members |
In the System menu, open Members.
| Open the API Members tab |
Select the API Members tab.
| Add a new API member |
Click the + (add) button.
| Set the Member ID and Member Name |
Enter a Member ID and a Member Name. Leave the time zone on your default.
| Set the System settings to their highest level |
Set every System setting to its highest level. ITSupportPanel reads configuration settings in ConnectWise, so lower levels will cause errors in the integration. The values in the screenshot are only an example and won't match yours.
| Save the member |
Click Save.
| Add an API key |
Go to the API Keys tab, which appears after you save, and click the + (add) button.
| Describe the API key |
Give the API key a description. We recommend including the date, since you may want to rotate the key later.
| Save the key |
Click Save.
| Copy the public and private keys |
ConnectWise generates and shows a Public Key and a Private Key. Copy both somewhere safe.
| Done.The API setup is complete. These are the details you need for the Setup Wizard or the PSA configuration in ITSupportPanel:
|
To report on how many tickets are logged through ITSupportPanel, we highly recommend creating a ticket source for it in ConnectWise. This improves your experience using ITSupportPanel.
| Open Setup Tables |
Log in to ConnectWise as an admin and go to Setup Tables.
| Find the Source table |
Search for the Source setup table and open it.
| Add a new source |
Click the + (add) button.
| Name the source |
Type ITSP (or another name to identify tickets created by ITSupportPanel).
| Save the source |
Click the Save (disk) icon.
| Done. Tickets logged through ITSupportPanel can now be identified by their source in ConnectWise. |
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