An API member needs to be created in ConnectWise as part of the setup for using the ConnectWise integrations. The API member is solely used for authenticating API calls, which means they do not occupy a ConnectWise license or have access to the ConnectWise User Interface and its assets.
To create API keys in ConnectWise:
1. Go to System (1) and click on Member (2).
2. Click on the API Members tab (1) and then click on the plus sign (2) to create a new member.
3. Complete the required fields for a new API member and save the member.
Member Name (1) is the name that will show in the audit trail. The Role ID (2) sets the security permissions for the API user. Normally, our user is granted full permissions, but if you want to restrict the permissions granted, see notes here on the minimum permissions required.
4. Open the member record again, click on the API keys tab (1) and then click on the plus sign (2) to create new API keys.
5. Enter a description and then click on the Save button.
**It's REALLY important to click SAVE and not SAVE and CLOSE as the only time you will be able to see the private key is BEFORE you close the newly created record.
6. Write down the public and private API keys.
7. In addition to the public and private API keys, we need the URL and Company name for the ConnectWise instance. These can be found on the ConnectWise login page:
8. Add the API keys and company information to the CEOJuice website. Once logged into the website, click on Profile (1), Integrations (2), and then click on the ConnectWise button (3). In the pop-up window, enter the private key, public key, Company Name, and ConnectWise URL (4). Click on the Save (5) button when done to save the keys.
Usually, our API user is granted full security permissions, but if you would like to scale back the permissions granted, these are the minimum requirements:
Please keep in mind these are subject to change based on the specific part of the integration that you are using.