Obtaining ConnectWise API Credentials

Reseller Marketplace communicates with ConnectWise through API. The following API credentials, which are generated for a specific API member, are required:

• Company ID,
• Public Key,
• Private Key,

• and API Base URL.

We recommend that you create a new API member with a specific security role for this integration. To do this, complete the following steps:

Step 1. Configuring a security role for an API member

1. In the ConnectWise Manage control panel, go to System > Security Roles.

2. Create a role with the following permissions:

   Permission	Level	Purpose
   Companies
   Company Maintenance	Inquire Level = All	Required to list companies to import accounts and synchronize subscriptions
   Contacts	Inquire Level = All	Required to list company contacts to import accounts
   Finance
   Agreements	Inquire Level = All	Required to get company agreements with additions to synchronize subscriptions
   	Add Level = All	Required to synchronize missing addons from Reseller Marketplace to ConnectWise
   	Edit Level = All	Required to synchronize resource amount changes from Reseller Marketplace to ConnectWise
   	Delete Level = All	Required to synchronize deleted resources from Reseller Marketplace to ConnectWise
   Procurement
   Product Catalog	Inquire Level = All	Required to get products defined in ConnectWise to synchronize subscriptions
   	Add Level = All	Required to create automatically catalog entries in case no match is found
   	Edit Level = All	Required to update catalog entries when synchronizing product catalog
   System
   Table Setup	Inquire Level = All	Requires to get billing cycles to find out a billing cycle of an agreement
   API Reports	Inquire Level = All	Required to get the date of the latest agreement invoice

Step 2. Creating a new API member

1. In the ConnectWise Manage control panel, go to System > Members > API Members.
2. Create an API member.

Step 3. Generating API key

1. In the ConnectWise Manage control panel, go to System > Members > API Members > Created_API_Member > API Keys.

2. Generate an API key.

   Note: The private key is only available for a short time on key creation.