Hello! Follow the steps below to create an integration between ConnectWise and Backup Radar.

The integration syncs your ConnectWise companies to Backup Radar. When configured for ticketing, Backup Radar can create a ConnectWise ticket when a backup requires action and automatically close the ticket when the backup reports a successful result again.

This process creates a dedicated ConnectWise security role with the permissions Backup Radar needs, assigns the role to an API member, and connects the API member to Backup Radar.

What you’ll need:

• Access to ConnectWise Manage with permission to create a security role and API member.

• Access to a Backup Radar account with permission to configure PSA integrations.

• The ConnectWise Manage site URL and company name.

Create a dedicated security role

Create a dedicated security role for Backup Radar. A separate role lets you grant only the permissions required for the integration instead of assigning a full administrator role.

1. In ConnectWise Manage, navigate to System > Security Roles.

2. Create a new security role. For example, name it Backup Radar.

3. Expand each section below and set the permissions as shown.

These permissions allow Backup Radar to read the company and service data required for synchronization and to create and manage service tickets.

Configure Table Setup access

The Table Setup permission includes an access list. Add each item below to allow Backup Radar to read the values used during synchronization and ticket processing.

1. In the Backup Radar security role, locate the System > Table Setup permission.

2. Select Customize.

3. In the Allow Access to these column, verify that the list includes:

   • Company / Company Type

   • Company / Company Status

   • Company / Configuration

   • Company / Configuration Status

   • Service / Priority

   • Service / Service Board

   • Service / Severity

   • Service / Source

4. Add any missing items and save the changes.

   

Create an API member

1. In your ConnectWise account, click System > Members, then select the API Members tab and click the + button.
    
2. Enter the following information and click Save:
   
   a. Member ID: This can be anything you like (for example, "BackupRadar").
   b. Member Name: This can be anything you like (for example, "BackupRadar").
   c. Role ID: Select the Backup Radar security role you created earlier.
   d. Level: Set this to the highest level available.
   e. Name: Set this to the highest level available.
   f. Location: Set this to the highest level available.
   g. Business Unit: Set this to the highest level available.
   h. Default Territory: Set this to the highest level available. 

Create API keys

1. Select the API Keys tab and create an API Key by giving it a description (for example, "Backup Radar") and clicking Save. Make a note of the public and private keys that you receive in the next screen.

Configure the integration in Backup Radar

1. In Backup Radar, click Integration > PSA Integration.
   
   
    
2. Under the PSA Integration tab, click Configure.
   
   
    
3. From the PSA Integration drop-down menu, select ConnectWise.
   
    
4. Enter the following information and click Next Step:
   
   a. Site (ConnectWise URL).
   b. Public Key (the public key you received in ConnectWise).
   c. Private Key (the private key you received in ConnectWise).
   d. Company Name (matches your login ID for ConnectWise).
   
    
5. Select the Company Types and Company Statuses for the company names you wish to sync to Backup Radar and click Next Step. These settings can be changed at any time.
   Note: We do not sync any other information beyond the company name. 
   
    
6. Configure your sync settings and click Next Step.
   Note: We recommend you sync the Server and Workstation, or Managed Workstation and Managed Server, depending on which naming convention you prefer on the configuration types, as shown below. These will be used to generate Device Types in Backup Radar. You can use the search to find them if you have an extensive list of options.
   
    
7. The final step gives you an opportunity to preview which of your ConnectWise companies will be imported. Select Get companies to see this list. 
   
   If there are any issues with the list, click Previous Step to go back and make the necessary adjustments. When you are ready to proceed you can select Confirm Integration.
   

You're done! When you see next to the Ticketing Source section, this indicates that your company sync has completed and your PSA has been integrated successfully.

To make modifications to or delete your PSA integration, follow the steps in the following article: Modifying and Deleting a PSA Integration.