Cloud Marketplace communicates with ConnectWise through API. The following API credentials are required:

  • Company ID,
  • Public Key,
  • Private Key,
  • and API Base URL,

which are generated for a specific API member.

We recommend you create a new API member with a specific security role for this integration. To do this, complete the following steps:

Step 1. Configuring a security role for an API member

  1. In the ConnectWise Manage control panel, go to SystemSecurity Roles.
  2. Create a role with the following permissions:

Permission

Level

Purpose

Companies

Company Maintenance

Inquire Level = All

Required to list companies to import accounts and synchronize subscriptions

Contacts

Inquire Level = All

Required to list company contacts to import accounts

Finance

Agreements

 

Inquire Level = All

Required to get company agreements with additions to synchronize subscriptions

Add Level = All

Required to synchronize missing addons from Cloud Marketplace to ConnectWise

Edit Level = All

Required to synchronize resource amount changes from Cloud Marketplace to ConnectWise

Delete Level = All

Required to synchronize deleted resources from Reseller Marketplace to ConnectWise.

Invoicing

Inquire Level = All

Required to get the period the agreement is invoiced to set the proper dates for Additions

Procurement

Product Catalog

 

Inquire Level = All

Required to get products defined in ConnectWise to synchronize subscriptions

Add Level = All

Required to create automatically catalog entries in case no match is found.

Step 2. Creating a new API member

  1. In the ConnectWise Manage control panel, go to System > Members > API Members.
  2. Create an API member.

Step 3. Generating API key

  1. In the ConnectWise Manage control panel, go to System > Members > API Members > Created_API_Member > API Keys.
  2. Generate an API key.

Note: The private key is only available for a short time on key creation.