Creating an integrator login in ConnectWise Manage

Follow these instructions to create an integrator login for the integration with IT Glue.

Prerequisites 

  • ConnectWise On-Premises or Cloud Account, and full ConnectWise desktop client.
  • User account with modify access to ConnectWise setup tables.

Instructions

  1. In ConnectWise Manage, from the navigation menu, click System, then Setup Tables.

    ConnectWise-System-Setup-Tables.png
  2. From the Category dropdown list, select General, and then press enter.
  3. Click Integrator Login from the Tables drop-down list.

    ConnectWise-Setup-Tables-Integrator-Login.png
  4. Click the + (new item icon) to add a new integrator login.
  5. On the Integrator Login screen, create your login credentials and set the access level to All Records.

    ConnectWise-Integrator-Login.png
  6. Next, select all the API resources that need to be available to the integrator login. Make sure all of the following API resources are enabled: Company, Configuration, Contact, Member, Reporting, Service Ticket and System.

    For Service Ticket, ConnectWise Manage requires the selection of a Service Board. Tickets will sync from all boards you have selected in your IT Glue sync settings, regardless of the selection made here.
    Screen_Shot_2019-02-27_at_10.49.07_AM.png
  7. Click the Save and Close icon. You now have an integrator login for IT Glue.
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