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      ConnectWise Manage Integration Guide

      A step-by-step guide to connecting ConnectWise Manage.

      On-premise minimum requirements 

      1. Fully Chained SSL Certificate

      2. The latest stable version of ConnectWise PSA

      3. If your ConnectWise PSA instance restricts access based on IP, our IPs are: 

        • 3.23.117.12
        • 3.138.70.54

      Connecting ConnectWise Manage

      1. Register Gradient
      2. Create Security Role
      3. Create API Member
      4. Create and Input Keys

      Register Gradient

       

      Upon initial registration of your new account in Gradient, you will select ConnectWise PSA and click Next. You will then be given a connection checklist. Please gather these items before progressing to the next page.

      Create Security Role

       

      Login to ConnectWise Manage

      Navigate to System > Security Roles.

      Create a new Security Role with the following permissions:

      • Expand Companies and grant Inquire to Company Maintenance

      grant_inquire_to_company_maintenance_in_Companies

      • Expand Finance and grant Inquire to Agreement Sales

      grant_inquire_to_agreement_sale_in_Finance

      • Within Finance, grant Add, Edit, and Inquire to Agreements. 

      Grant_Add_edit_and_inquire_to_Agreements_in_finance

      • Select Customize for Agreements, and ensure all sections are set to Allow(left side box). 

      This setting is most commonly used to filter the exact types of agreements you want to see in Gradient. If you are already set up and making a change, please be sure to push a full PSA sync after saving to see those changes reflected in Gradient. 

      move_BlockTimeOneTime_BlockTimeRecurring_ManagedServices_and_Monitoring_to_left_side_box_allow

      • Expand Procurement and grant Inquire to Product Catalog and Products.

      grant_inquire_to_product_catalog_and_products_in_procurement

      • Expand Service Desk and grant Add, Edit, and Inquire to Close Service Tickets, Merge Tickets, and Service Tickets.

      grant_add_edit_and_inquire_to_Close_service_tickets_merge_tickets_and_Service_tickets_in_Service_desk

      • Expand System and Grant Add, and Inquire to Table Setup. 

      grant_add_and_inquire_to_table_setup_in_system

      • Select Customize for Table Setup and ensure "Company / Company Status", "Company / Company Type," "Invoicing / Billing Cycle," and "Service / Service Board" is set to Allow(left side box).

      ensure_Company/CompanyStatus_Company/CompanyType_Invioicing/BillingCycle_and_Service/ServiceBoard_are_in_left_side_box_allow

      Make sure to Save your settings.

      Do you need to limit the agreement types you sync? You can do this via the security role by adding or removing them. If you remove agreement types that were previously synced, you may need to reach out to support to have your account cleared and a fresh sync. 

      Note: If you have Asio set up, you may need to go through the Asio platform to restrict the types of security. 

      Create API Member

       

      Navigate to System > Members > API Members tab and create a new API member and assign the newly created Security Role, then save the member.

      Create_api_member_select_role

      Create and Input Keys


      Select your new API Member from the API Members tab, and then navigate to the API Keys tab. Create a new API Key and add a description.

      create_api_key_select_descrition_and_saveClick Save and keep a record of the Public and Private Keys that are created.

      Keep a record of the Company ID, URL (https://example.connectwise.com), and both the Public and Private API Keys ready for the next step.


      Return to Gradient, and input your Public Key, Company ID, Private Key, and URL into the Setup Wizard, then select Save and Test. The wizard will run the initial sync, which may take a few minutes, before prompting you to continue to your dashboard.

      Congratulations, you've successfully connected your PSA!

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