Initial Setup

This section includes the following topics:

• Task 1. Configuring new ConnectWise Manage Security Role

• Task 2. Creating the New ConnectWise Manage API Member

• Task 3. Adding New API Keys (Client ID and Client Secret)

• Task 4. Creating a Management Solution

• Task 5. Creating an Agreement Type

• Task 6. Creating Agreements for ConnectWise Companies

• Task 7. Adding Custom Fields to Link ECHOplatform Accounts to ConnectWise Companies

• Task 8. Entering ConnectWise Credentials in ECHOplatform

Task Overview

Prerequisite: Partners with an on-premise ConnectWise deployment must use the most current ConnectWise version.

For a successful integration you need to perform the following tasks in ConnectWise:

• Create the Security role

• Create an API member

• Create Client ID and Client Secret API keys

• Create a Management Solution

• Create an Agreement Type

• Add Custom Fields to Link ECHOplatform Accounts to ConnectWise Companies

• Create Agreements for ConnectWise Companies

Then, you need to perform the following tasks in ECHOplatform:

• Enter ConnectWise Credentials

• Map accounts, tickets and billing