ConnectWise

Overview

ConnectWise is a business process automation platform that allows your business to sell, service and support technology.

Authentication

Within the builder, click on the ConnectWise connector to display the connector properties panel. Select the Auth tab and click on the New authentication button. In the Tray.io authentication pop-up modal name your authentication in a way that will quickly identify it within a potentially large list. For example whether it is a Sandbox or Production auth, etc. Consider who/ how many people will need access to this authentication when choosing where to create this authentication ('Personal' vs 'Organisational'). The next page asks you for your:

• Company ID
• Company Website
• Public key
• Private key To get these fields, head to the ConnectWise dashboard. [IMAGE: AUTH STEP 1] To get the ....................... head to ....................... [IMAGE: AUTH STEP 2] To retrieve the ....................... head to ....................... [IMAGE: AUTH STEP 3] *[****INCLUDE ***more images and steps as necessary - clearer is always better.] Once you have added these fields to your Tray.io authentication pop-up window click the Create authentication button.  Your connector authentication setup should now be complete. Please run the simplest operation available to test and make sure you can retrieve data as expected.