Create a ConnectWise API Member
Posted by The Team at Mindmatrix on 19 April 2018 01:31 PM
Create a Connectwise API Member
Create a new ConnectWise API Member to authenticate with AMP.
Creating a Member
In your ConnectWise account, navigate to System > Members, then click the API Members tab.
Click the + icon to create a new member.
Enter the required information to create the new member. For License Class, choose API.
Set the Role ID: This role ID should include the following setting in the permissions.
This role should include "System -> API Reports = ALL"
Generating an API Key
After you've created the new member, click the API Keys tab, then the + icon to create a new key.
You can name the description AMP Integration, then click the Save icon. Once you do, you can copy your Public and Private Keys.
Make sure to save the Private Key somewhere, it cannot be accessed after you close this page! If you happen to close the page, create a new API key.
NOTE: If you create a new API Keys then old key will not get disable unless you delete the previous key.
After you have your Private and Public Keys - along with the Member ID you wish to route contacts and activities to. Enter this information into your integration activation under Mindmatrix User Profile.