Creating the Member API Keys (Connectwise)
There are four steps to creating the Member API and then updating MSPCFO.
- Create a new security role
- Create a new API member with the new security role
- Create the keys for the new member
- Update MSPCFO
It should not take more than a few minutes.
1. Create a new security role
In Connectwise, under System/Security Roles, click on the plus to create a new security role.
Select System to adjust the settings.
Change only Inquire level on the API reports to All - do not change anything else.
2. Create new API member
Under System/Members, select the API Members tab and press the plus to create a new member.
Add the information for the new member
Only one field matters on the page, but you are required to enter data throughout. Once you establish the Security Role ID as the new MSPCFO role, you can enter any dummy information into the other required fields. The other fields do not affect our ability to pull data or your system (we have been assured of this by CW).
3. Create the API Keys and store them
Select the new member and create API keys for that member
Create the keys
Name the key and press save
Record the keys
CW will only show you the private key on this screen and then the one after. If you do not record it now, it will be encrypted and you will not be able to access it again.
We now only need the URL for your CW server (even it is in the cloud) and your CW ID.
4. Complete the update in MSPCFO
On any MSPCFO screen, click on your name at the top right of the screen to see the pull-down menu. Click on "Api Credentials" button.
Copy and paste the Public Key and the Private Key into MSPCFO. Then Save the record.
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