ConnectWise Integration

This guide walks you through connecting your ConnectWise Manage instance with Optimize365 to automatically import your client data and streamline Microsoft 365 security scanning across all your managed tenants.

Overview

The ConnectWise integration allows Optimize365 to:

• Automatically discover all your client tenants
• (Coming soon) Open tickets

Connection Process

Required Fields

• ConnectWise URL: Your ConnectWise Manage URL (e.g., https://yourcompany.myconnectwise.net (opens in a new tab))
• Company ID: Your ConnectWise company identifier
• Public Key: API public key created in ConnectWise
• Private Key: API private key created in ConnectWise

How to Configure ConnectWise Integration

Step 1: Create API Member

1. Log in to ConnectWise Manage as an administrator
2. Navigate to System > Members
3. Create a new API member or use an existing one
4. Ensure the member has appropriate security roles that include:
   • Company: Inquire
   • Service Tickets: Add/Update/Inquire
   • System: API Reports

Step 2: Create API Keys

1. While viewing the API member, click on the API Keys tab
2. Click + to create a new API key
3. Make a note of both the Public Key and Private Key that are generated

   Important: The Private Key will only be shown once. Save it in a secure location.

4. Make sure to save the API member

Important Notes

• The Private Key will only be shown once when it's created. Store it securely.
• Your ConnectWise instance must be accessible from external services.
• You may need to whitelist Optimize365 IP addresses in your firewall.
• ConnectWise Manage has rate limits on API calls. If you have many other integrations, you may need to adjust these limits.

Completing the Integration

1. Once you have gathered all required credentials from ConnectWise:

   • ConnectWise URL
   • Company ID
   • Public Key
   • Private Key

2. Enter these values in the Optimize365 connection form under PSA Integrations

3. After successful connection, Optimize365 will:

   • Import all your client tenant information
   • Begin monitoring for security issues

Troubleshooting

If you encounter any issues during integration:

• Verify that all entered credentials are correct
• Ensure the API member has sufficient permissions in ConnectWise
• Verify your ConnectWise instance is accessible from external services
• Check ConnectWise API logs for any error messages
• Reach out to [email protected] if you need any assistance