Integrating with ConnectWise PSA

Olivia McCormack
Olivia McCormack
  • Updated

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

Note: This article captures third-party steps and/or an interface that may have since been updated.  
  1. In your ConnectWise account, click System > Members, then select the API Members tab and click the + button.CW1.png

  2. Enter the following information and click Save:
    CW2.png
    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: Set this to the highest level available.
    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. 

  3. 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. CW3.png

  4. In Backup Radar, click Integration > PSA Integration.
    Click Integration and select PSA Integration.png

  5. Under the PSA Integration tab, click Configure.
    Click Configure.png

  6. From the PSA Integration drop-down menu, select ConnectWise.
    Under PSA Sync Settings choose ConnectWise.png

  7. Enter the following information and click Next Step:
    PSA Sync 1.png
    a. Site (CWM 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 CWM).

  8. 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. 
    PSA Sync Settings Step 2.png

  9. 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.
    PSA Sync Settings Step 3.png

  10. 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.
    PSA Sync Settings Step 4.png

 

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

PSA Sync Complete.png

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

What’s next?

Now that you've set up your PSA application, your next step is to set up your ticketing defaults. See Setting up Ticketing Defaults for step-by-step instructions on how to do this.

  

Any questions? Reach out to our friendly, neighborhood support team by submitting a support ticket.

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