Introduction
As an IT company, you know firsthand the importance of consistency and reliability. ConnectWise is widely known as the leading management software provider for Managed Service Providers (MSPs). And while it is a powerful tool for managing clients and their technologies, there are opportunities to more fully leverage the data it contains to run your company for effectively and efficiently.
And as you know, data magic is what we’re all about…
In this article, we’ll guide you through connecting your ConnectWise account into Resplendent Data so you have full control over visualizing your data in all the right ways.
Step-by-Step
1. Log into ConnectWise Manage and navigate to “Security Roles”
2. Click the “+” icon to add a new Security Role
3. Name the security role something easy to identify, such as “Resplendent Data”
4. Click the icon to expand the “Companies” section
5. Set the permissions for each row according to this matrix (downloads to desktop)
6. Next, navigate to “Members”
7. Open the “API Members” tab
8. Click the “+” icon to add a new API Member
9. Set the “Member ID” field to “ResplendentData” (no spaces) and the “Member Name” field to “Resplendent Data”
10. Set the “Role ID” field to “Resplendent Read Only”
11. Click the save icon
12. Next, click the “API Keys” section
13. Click the save icon
14. Log into Resplendent Data, navigate to Data > Integrations, and click “Connect” on the ConnectWise Manage integration
15. Enter your ConnectWise Company ID, public and private API keys, and ConnectWise URL in their respective fields
16. Enter a simple, helpful description and click “Save and Test”
Summary
Huzzah! Your ConnectWise account is integrated and ready for use. Resplendent will actively refresh with live data from your ConnectWise account with lightning speed. Seriously, we raced a lightning bolt and won. ⚡️