Setting up the
ConnectWise REST Integrator Login for ITSupportPanel
To complete Step 2 of the Invarosoft Setup Wizard, and to integrate with your ConnectWise installation we need you to configure an integrator login (API) account for use by ITSupportPanel.
The following instructions will assist you in performing this configuration in your ConnectWise environment and identify the information required during the second step of the Invarosoft Setup Wizard.
Step 1
Login to your ConnectWise with an admin-level user account, The REST API logins can be created using either the desktop application or the website portal.
Step 2
Navigate to System > Members.
Step 3
Select the “API Members” tab
Step 4
Click the + (add) button.
Step 5
Set a Member ID & Member Name (leave the time zone on your default)
Step 6
Set the System settings to their highest level, we interrogate configuration settings in ConnectWise so lower levels will cause errors in the integration. (the below settings will not match yours)
Step 7
Leave the Service Defaults blank.
Step 8
Click Save
Step 9
Navigate to the “API Keys” tab that will appear after you save then click the + (add) button
Step 10
Give the API Key a description, we recommend dating the description as you may choose to cycle the key later.
Step 11
Click Save
Step 12
An API Public & Private key will be generated and displayed, copy these down somewhere as the private key will NOT be displayed again
Step 13
Done.
You have now completed the API setup requirements. The details you will need for the wizard/PSA config in ITSupportPanel are as follows;
Site = | Your ConnectWise server hostname/url (see point 1). |
Company ID = | Your ConnectWise company (see point 1). |
Public Key = | Public Key you noted down in step 12 above. |
Private Key = | Private Ket you noted down in step 12 above. |
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Ticket Source Configuration Steps (Recommended)
To ensure you can report on how many tickets are being logged by
ITSupportPanel, we highly recommend you setup and configure the following in ConnectWise. This will improve your experience using ITSupportPanel.
Step 1
Login to ConnectWise as an admin and navigate to Setup Tables (see above if not already logged in).
Step 2
Search for the “Source” setup table.
Step 3
Click the + (add) button.
Step 4
Type in “ITSP” (or another term for tickets created by ITSupportPanel).
Step 5
Click the “Save” (disk) icon.
You have now completed the additional setup to improve your ITSupportPanel experience.
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