For initial setup, follow on in our GettingStarted Guide

Step 1: Prerequisites

Ensure you haveadminoruser management permissionsin ConnectWise Manage. 

If youself-hostConnectWise and restrict IP addresses or geolocations, make sure towhitelistall IP addresses that Sync 365 may use.IP Addresses to Whitelist

You may either create API keys on an existing user, or you can create a specific API Member account. We recommend using an API member account for tracking and auditing purpose so we will document the process of using a new API user.

Step 2: Creating a New API Member

1. Log in to ConnectWise Manage.

2. Navigate toSystem> Members.

3. Click on theAPI Memberstab.

4. Create a new API Memberwith the following details:

   1. Member ID: S365

   2. Member Name: Sync 365
      

   3. Role ID: Use "Admin" for simplicity, or create a custom security role with the following permissions:

      1. Custom Role: or you can create a security role with the following access insystem> Security roles:
      2. Set the security role permissions as follows

         Header	Item	Access Level
         Companies	Company Maintenance	Inquire - All
         Companies	Contacts	Add/Edit/Enquire - All
         Finance	Agreement Invoicing	Inquire - All
         Finance	Agreements	Add/Edit/Inquire - All
         Finance	Invoicing	Inquire - All
         Procurement	Product Catalog	Inquire - All
         Procurement	Products	Inquire - All
         Service Desk (for notifications)	Service Tickets	Add/Inquire - All
         System	Table Setup	Edit/Inquire - All

         
         
      3. Note on Finance - Agreements: If you restrict the agreement types that are allowed access, ensure that any potential parent agreement type is also included.
      4. Note on System Table Setup: You must ensure that these options are selected as a minimum if you are going to restrict access: Agreements/Agreement Type, Agreements/Batch, Contacts/Contact Type, Service/Priority, Service/Service Board, Service/SLA
         
   4. UnderAPI Members, set theDepartmenttoAdmin(or another department without restrictions).

   5. Set yourLocationas required.

   6. Savethe API member.

5. Navigate to theAPI Keystab and click+to create a new API key.

6. Provide a description(e.g., "S365") and clickSave.

7. Note down the public and private keys. You won't be able to access the private key again after saving it.

Step 3: Adding ConnectWise to Sync 365 License

1. Log in to Sync 365 License athttps://sync.s365l.com
2. Click onTools> Integration Settings 
   
3. Click the + next to PSA Tools
4. SelectConnectwiseas the PSA Type
5. Enter in your company ID

6. Enter theConnectWise URL:

   1. ForAustralia:api-aus.myconnectwise.net

   2. ForEurope:api-eu.myconnectwise.net

   3. ForNorth America:api-na.myconnectwise.net

   4. Forself-hosted ConnectWise: Use your self-hosted URL.

7. Enter the public and private keysobtained from ConnectWise Manage.
8. Click test and save
9. The platform will verify the details and retrieve your customers, agreements, and products.