Adding an integration for ConnectWise PSA

1. Navigate to Admin > Integrations

   

2. Click on the Add button in the top right corner of the portal

1. Select ERP as the Integration Service Type

2. Select ConnectWise PSA as the Integration Type

3. Select “Rollup by Categories” as the ConnectWise Agent Type

4. Enter the following:

   1. ConnectWise PSA Server URL

   2. ConnectWise Company ID

   3. Public Key

   4. Private Key

How do you find the Company ID, public key and private key (API key)?

The Company ID can be found on the ConnectWise PSA login screen. Public Key / Private Key (APIKey) – To obtain a public and private key, log into ConnectWise PSA and click on your user in the upper right-hand corner, then go to My Account. Click on the API Key tab and generate a new API Key.

What permissions do you need to provide to Aquila Clouds?

Harsh Raina Sankrant Chaubey can you please add?