How do I create a Connectwise integrator login for Mindmatrix? - Powered by Kayako Help Desk Software
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Knowledgebase: Connectwise
How do I create a Connectwise integrator login for Mindmatrix?
Posted by The Team at Mindmatrix on 27 April 2017 11:19 AM

In order to set up an integration between Mindmatrix and Connectwise, you will need to create an integrator login.  Please follow the steps below to setup your integrator login.

Step 1:  Log into your Connectwise account

Step 2:  Click on the 'System' icon

Step 3:  Select Setup Tables

Step 4:  Type 'Integrator' into the 'Table' field and click 'Search'

Step 5:  Click the 'Integrator Login' link

Step 6:  Click '+' button to add new integrator login

Step 7:  Set up a username and password of your choice for the integrator login

NOTE: You can only create a single Connectwise integrator login per company.  Every user of that company can use the same integrator login with Mindmatrix.

Step 8:  Set the 'Access Level' to 'All records'

Step 9:  Enable the following APIs - Contact API, Company API, Activity API, Opportunity API, Member API, and Reporting API

NOTE:  All of these APIs are mandatory.

Step 10:  Click the 'Save' icon

 

Once you've completed these steps, please share the integrator login with your CRM specialist, so they can more forward with setting up your integration. 

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