Partner Setup
Retrieving public and private key
- Login to your ConnectWise PSA front-end. This changes depending on the location of the server, for example if your server is in the EU it may be https://eu.myconnectwise.net/ .
- Navigate to “Members” under “System” from the menu bar on the left of the page.
- Click the “API Members” menu.
- Create a new member or edit an existing one. Navigate to the “API Keys” menu.
- Generate a new API Key. Note down the public and private key, this will be the only time you can access the private key without creating a new API key.
Retrieving Client ID
- Navigate to the Partner Client ID or Vendor Client ID page to retrieve your ID.
- You can either create a new integration, or if you are unable to, apply for one.
- To create a new integration, click the Create New Integration button and enter the appropriate information.
- You will then be redirected to a page with your client ID.
Cyclr Setup
Setup your ConnectWise PSA App within Cyclr:
- Go to your Cyclr Console
- Click the Connectors menu along the top
- Choose Connector Library
- Scroll down to ConnectWise PSA
- Provide a value for API Version – The version of the ConnectWise PSA API you would like to use. More details here.
Note: if your API version is “v2020.3”, you would enter “v2020_3”, changing the.to a_. - Click the Setup button
Cyclr Connector Installation
When installing a ConnectWise PSA Connector, the following values are used:
- Domain: Your API domain, and the domain you use to access the front-end website.
Here is a list of common URLs. - Client ID: Retrieve from the above steps.
- Username: This is your company ID followed by a plus sign (+) and then your public key. For example: “companyId+abc123”.
- Password: This is the private key generated in the earlier steps.