In this guide, you'll learn how to configure the API details in Sync 365 to connect to your PSA.
Select your PSA system below to get started.
Connectwise Manage
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
- Log in to ConnectWise Manage.
Navigate to System > Members.
Click on the API Members tab.
Create a new API Member with the following details:
Member ID: S365
Member Name: Sync 365
Role ID: Use "Admin" for simplicity, or create a custom security role with the following permissions:
- Custom Role: or you can create a security role with the following access in system > Security roles:
- 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 - Note on Finance - Agreements: If you restrict the agreement types that are allowed access, ensure that any potential parent agreement type is also included.
- Under API Members, set the Department to Admin (or another department without restrictions).
Set your Location as required.
Save the API member.
Navigate to the API Keys tab and click + to create a new API key.
Provide a description (e.g., "S365") and click Save.
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
- Log in to Sync 365 License at https://sync.s365l.com
- Click on Tools > Integration Settings
- Click the + next to PSA Tools
- Select Connectwise as the PSA Type
- Enter in your company ID
Enter the ConnectWise URL:
For Australia:
api-aus.myconnectwise.net
For Europe:
api-eu.myconnectwise.net
For North America:
api-na.myconnectwise.net
For self-hosted ConnectWise: Use your self-hosted URL.
- Enter the public and private keys obtained from ConnectWise Manage.
- Click test and save
- The platform will verify the details and retrieve your customers, agreements, and products.
Autotask PSA
Autotask PSA
Step 1: Creating an API User
- Follow the Autotask instructions for – Adding or editing an API user (autotask.net)
- Navigation: Autotask menu > Admin > Account Settings & Users > Resources/Users (HR) > Resources/Users > New > New API User.
- Ensure you select Sync 365 License from the Integration Vendor dropdown
- Assign a default system API levelto the API user.
- If you need additional security, ensure the user has the following permissions:
- Navigation: Autotask menu > Admin > Account Settings & Users > Resources/Users (HR) > Resources/Users > Security Levels
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
- Generate a Key and Secret
- Record these details to enter later
Step 2: Adding Autotask to Sync 365 License
- Log in to the Sync 365 portal at sync.s365l.com
- Click on Tools > Integration Settings
- Click the + next to PSA Tools
- Select Autotask as the PSA Type
Enter the Webservices Zone:
Check your Autotask URL (e.g.,
ww2.autotask.net
). Enter "webservices2" in the Zone field if your URL starts withww2
.
- Enter the Username and Secret for the API user.
- Click Test and Save Credentials
- The platform will verify the connection and then retrieve the latest data from Autotask.
Follow these instructions carefully to ensure a smooth setup of your PSA integration with Sync 365.
If you encounter any issues, double-check your permissions or contact support ([email protected]) for further assistance.
Continue to the next page after successfully adding your PSA.
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