ConnectWise

What’s supported

Supported actions

This connector supports:

• Read Actions, including full historic backfill and incremental read. Please note that incremental read is unreliable due to ConnectWise API limitations. You may get more data than what is within the time range.
• Proxy Actions, using the base URL https://{{.region}}.myconnectwise.net.

The ConnectWise connector supports reading from all standard objects, including the following objects:

• activities

• agreements

• attachments

• companies

• configurations

• contacts

• countries

• currencies

• customFieldInfos

• customReports

• emailTemplates

• entityTypes

• expense/entries

• finance/agreements/types

• finance/billingCycles/info

• finance/billingTerms/info

• glAccounts

• groups

• invoices

• knowledgeBaseArticles

• knowledgeBaseCategories

• kpis

• management

• noteTypes

• sales/opportunities

• orders

• priorities

• products

• project/projectTemplates

• projects

• purchaseorders

• quotas

• ratings

• reports

• rmaActions

• rmaStatuses

• schedule/entries

• securityRoles

• service/boards

• service/slas/info

• service/tickets

• sources

• states

• system/departments

• system/documents

• system/locations

• system/members

• system/securityroles/info

• system/workflows/events/actions

• ticketLinks

• time/entries

• warehouses

• workflows

See the official OpenAPI file for the complete list. (Requires ConnectWise Developer Network account)

Example integration

To define an integration for ConnectWise, create a manifest file that looks like this:

# amp.yaml
specVersion: 1.0.0
integrations:
  - name: connectWise-integration
    displayName: My ConnectWise Integration
    provider: connectWise
    proxy:
      enabled: true

Using the connector

This connector uses Basic Auth, which means that you do not need to set up a Provider App before getting started. (Provider apps are only required for providers that use OAuth2 Authorization Code grant type.)

To start integrating with ConnectWise:

• Create a manifest file like the example above.
• Deploy it using the amp CLI.
• Embed the InstallIntegration UI component. The UI component will prompt the customer for their username and password.
• Start making Proxy Calls, and Ampersand will automatically attach the correct header required by Basic Auth. Please note that this connector’s base URL is https://{{.region}}.myconnectwise.net.

Credential format for ConnectWise

ConnectWise uses a non-standard format for Basic Auth. The username and password fields do not correspond to the actual username and password that a customer uses to log in. Instead:

• Username: The username will always begin with CompanyId+ (the plus sign is literal) and then use either the public key, integrator username, or MemberId (e.g. mycompany+8mr4fDio4MBPsER2).
• Password: The password will be the private key, integrator password, or member hash.

Click here for more information about the expected credential format for ConnectWise. The UI components will display this link, so that your users can successfully provide their credentials.