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.