Note: This integration will only function on the hosted version of ConnectWise not a local installation.
Creating an integrator Login for Cytracom via Connectwise Manage
- Log into the ConnectWise Manage Portal or application
- Select System in the manage bar and then the Setup Tables Submenu
- Within Setup Tables search for "integrator"
- Select the "Integrator Login" Hyperlink to be taken to the Integrator Login List
- Select the + option to create a new user
- Fill in the information for each Panel
- Username: <insert desired username>
- Password: <insert desired password>
- Access Level: All Records
- API Integrations
- Activity
- Agreement
- Company
- Configuration
- Contact
- Document
- Invoice
- LogMeIn Support
- Managed Services
- Marketing
- Member
- NTR Support
- Opportunity
- Opportunity Conversation
- Product
- Project
- Purchasing
- Reporting
- Schedule
- Service Ticket
- Service Board: <optional/applicable>
- System
- Select the Save and Close option
Logging into the PSA connector via the Company Profile option in the Partner Portal
Select Company Profile Icon on the left menu
- Select PSA connector from the submenu
- Select ConnectWise Manage from the drop down
- Integrator Login:
- This will be the username created for the integrator login
- Password:
- This will be the password for the integrator login
- Member Identifier:
- This is the normal login username used for ConnectWise Manage
- Company ID:
- Contact ConnectWise support to verify or acquire this portion
- Select Connect, and if all the items above were set up properly the PSA should now be connected!
