All of the tasks in the ConnectWise connector require a connection to ConnectWise. The type of connection required depends on the task being used. The ConnectWise Download Agreements, Download Companies, Download Invoices, Download Opportunities, Download Purchase Orders, List Reports and Run Report Tasks use the ‘ConnectWise’ connection type, so you will need to create a connection with this type when using those tasks. See Managing Connections for instructions on creating a new connection. You will see a screen like the one below:
Enter your ConnectWise details as described below, then click ‘Finish’ to create the connection.
Required The ConnectWise Site URL that you will be connecting to, this will be the same as the Site you enter when logging into the desktop application, or the same as the URL you enter in a browser to connect to the web portal.
Required The name of the ConnectWise Company you are connecting to, this will be the same as the Company you enter when logging into the desktop application or web portal.
Required The name of the ConnectWise Integrator Login you will be using to access the ConnectWise SOAP API. See the section below on Configuring ConnectWise Integrator Logins if you are unsure of how access to the SOAP API’s is managed.
Required The password of the ConnectWise Integrator Login.
Configuring ConnectWise Integrator Logins
The Integrator Logins can be configured from the Integrator Login Table in the Setup Tables found under the System category in ConnectWise.
You will need to allow the Integrator Login you are using access to the relevant API’s depending on the tasks you would like to use in Zynk. For example, you would need to enable the Opportunity API if you would to use the Download Opportunities Task in Zynk. You can check the documentation associated with each task to find out the required API access.
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