1 - Configure the API connection to your PSA

Connectwise Manage

Step 1: Prerequisites

Ensure you have admin or user management permissions in ConnectWise Manage. 

If you self-host ConnectWise and restrict IP addresses or geolocations, make sure to whitelist all 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 to System > Members.

3. Click on the API Members tab.

4. Create a new API Member with 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 in system > 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
         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. Under API Members, set the Department to Admin (or another department without restrictions).

   5. Set your Location as required.

   6. Save the API member.

5. Navigate to the API Keys tab and click + to create a new API key.

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

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 at https://sync.s365l.com
2. Click on Tools > Integration Settings 
   
3. Click the + next to PSA Tools
4. Select Connectwise as the PSA Type
5. Enter in your company ID

6. Enter the ConnectWise URL:

   1. For Australia: api-aus.myconnectwise.net

   2. For Europe: api-eu.myconnectwise.net

   3. For North America: api-na.myconnectwise.net

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

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

Autotask PSA

Step 1: Creating an API User

1. Follow the Autotask instructions for – Adding or editing an API user (autotask.net)
   1. Navigation: Autotask menu > Admin > Account Settings & Users > Resources/Users (HR) > Resources/Users > New > New API User.
2. Ensure you select Sync 365 License from the Integration Vendor dropdown
3. Assign a default system API levelto the API user. 
   1. If you need additional security, ensure the user has the following permissions:
   2. Navigation: Autotask menu > Admin > Account Settings & Users > Resources/Users (HR) > Resources/Users > Security Levels

   3. Header	Item	Permissions
      Contracts	Contracts	View - All, Add - Yes
      Contracts	Can modify Service/Bundle on contract charges	Selected
      Contracts	Contract Visibility	Full
      CRM	Customer & Cancellations	All
      CRM	Accounts	Add - Yes, Edit - Yes
      CRM	Contacts	Add - Yes
      Inventory	Items	View - All
      Inventory	Products	View - All
      Inventory	Product notes edit	Add - Yes, Edit - All
      Admin	Accounts & Contacts	Selected
      Admin	Products, Services & Inventory	Selected
      Admin	Contracts & Un-Posting	Selected
      Web Services API	Can login to Web Services API	Selected

4. Generate a Key and Secret
   1. Record these details to enter later

Step 2: Adding Autotask to Sync 365 License

1. Log in to the Sync 365 portal at sync.s365l.com 
2. Click on Tools > Integration Settings
   
3. Click the + next to PSA Tools
4. Select Autotask as the PSA Type

5. Enter the Webservices Zone:

   • Check your Autotask URL (e.g., ww2.autotask.net). Enter "webservices2" in the Zone field if your URL starts with ww2.

6. Enter the Username and Secret for the API user.
7. Click Test and Save Credentials
8. The platform will verify the connection and then retrieve the latest data from Autotask.