ConnectWise PSA Connection Guide

A step-by-step guide to setting up the ConnectWise PSA connection.

You've registered and are on your way to officially join the flock! Follow these steps to connect ConnectWise PSA with Gradient MSP.

1. Upon initial registration of your new Gradient MSP account, you will select ConnectWise PSA and click Next. You will then be presented with a connection checklist. Please gather these items before progressing to the next page.
2. Login to ConnectWise PSA
3. Navigate to System > Security Roles.

4. Create a new Security Role with the following permissions:

   1. Expand Companies and grant Inquire to Company Maintenance

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   2. Expand Finance and grant Inquire to Agreement Sales
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   3. Within Finance, grant Add, Edit, and Inquire to Agreements. Select Customize for Agreements, and ensure all sections are set to Allow. 
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   4. Expand Procurement and grant Inquire to Product Catalog and Products.
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   5. Expand Service Desk and grant Add, Edit, and Inquire to Close Service Tickets, Merge Tickets, and Service Tickets.
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   6. Expand System and Grant Add, and Inquire to Table Setup. Select Customize for Table Setup and ensure "Company / Company Status", "Company / Company Type," "Invoicing / Billing Cycle," and "Service / Service Board" is set to Allow.
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5. Navigate to System > Members > API Members tab and create a new API member and assign the newly created Security Role, then save the member.
6. Navigate to the API Keys tab. Create a new API Key and add a description.
7. Click Save and keep a record of the Public and Private Keys.
8. 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.
9. Input your Public Key, Company ID, Private Key, and URL. 
10. Click Save and Test.

Congratulations, you've successfully connected your PSA!