Setting up Integrator ID (Connectwise)
To get started, we just need the following from you:
- Connectwise Integrator ID and PW (create under setup tables) for Reporting API (please select all records). Please use mspcfo as ID and create whatever password you feel is secure (try to keep it at or under 12 characters, numbers and letters only).
- URL for CW server
- Your CW company name.
Record basic CW information
We need both the site and the company ID.
Select Setup Tables under the System Tab
Search for Integrator Login and press Search
Select Integrator Login
Create a new login
Create the credentials for the login
Do not forget to select Access Level: All Records
Select only Reporting API
Do not forget to hit save and you are done. Now sent the information back to MSPCFO.
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