[Legacy] Integrate ConnectWise with BRC

Written By Tami Sutcliffe (Super Administrator)

Updated at November 16th, 2021

 

How to integrate x360Recover RMC with ConnectWise

 

How to integrate the [legacy] BRC platform with ConnectWise

You can choose to integrate the [legacy] BRC platform with the ConnectWise PSA tool. 

When you do this, alerts that originate in BRC will be pushed to ConnectWise, allowing you to manage and monitor all events from one location. 

Note: To complete [legacy] BRC integration with the ConnectWise PSA tool, you will need information related to the ConnectWise account being used. Before you start the BRC integration, you will need to obtain: 

  • API key
  • ConnectWise account login details
  • Company account details for the target client site
  • ConnectWise service board data (including service type and subtype)
  • Service priority setting

Tips on how to obtain the required information are included below.

Need more help?  For information on inheriting these settings in the UMC, please reference Integrate BRC with ConnectWise: Settings .

Security Permission Requirements

ConnectWise REST API user accounts require certain security privileges in order to establish connection with ConnectWise and publish/ manage PSA tickets.

1. API user accounts should have Inquire permissions for:

  •  Company Maintenance
  •  Contacts
  •  Service Tickets 

2. API user accounts should also have Add and Edit permissions to Service Tickets, .

Please navigate to Security Roles/ Security Modules on the ConnectWise webpage and update the security permissions highlighted in the below screenshot:

Connectwise-permissions.jpg

Instructions

To integrate BRC with ConnectWise: 

  1. In the Site Details page, click the Settings link. 
  2. In the Site Settings page, click the Edit button in the PSA Tool section.

 

 

  • Click the Configure Using drop-down menu to select your preferred PSA tool. For this example, select ConnectWise. The page expands to display configuration settings.
  • In the URL field, enter the URL address for ConnectWise. Format this URL as follows:
         Correct: connectwise.com
         Incorrect: www.connectwise.com
         Incorrect: http://connectwise.com
  • In the API Key field, enter the public API key generated in ConnectWise. 
  • In the API Secret field, enter the private API key generated in ConnectWise.
  • In MSP Company ID, enter the company name. 
  •  In the Company ID field, enter the ID of the company
  • In the Service Type field, enter the type of service action to take.*
  • In the Location field, enter the client location. The value must match the Territory field in ConnectWise.
  • In the Address Line 1 and Address Line 2 field, enter the client company address.
  • In the City field, enter the client company city.
  • In the State drop-down,select the client company state.
  • In the Zip field, enter the client company ZIP code.
  •  In the Ticket Priority field, enter the priority level of tickets that originate from BRC. 
  • In the Service Subtype field, enter the subtype of the service action to take. **
  Integrate-BRC-with-Connectwise3.jpg

*The value entered in the Service Type field must match the value used in the corresponding Service Type field in ConnectWise as part of client configuration settings. 

** The value entered in the Service Subtype field must match the value used in the corresponding Service Subtype field in ConnectWise as part of client configuration settings.

3.  Click the Save button when you are finished. 

Collecting Additional Information

Obtain the API Key

You can obtain API information within the ConnectWise service. For the purposes of integrating ConnectWise with BRC, you will need to create a new API key.

  1. Log in to ConnectWise and open the System menu.
  2. In the System menu, click the Members link.
  3. In the Members page, click the API Members tab and then click the plus icon to create a new API Member.
  • In the Member ID field, enter Axcient.
  • In the Role ID field, make sure the role is configured with Add, Update, and Close tickets.
  • Click the Save button but do not close the window. After you click the Save button, you will be given access to the API Keys tab.
  • Click the API Keys tab and then click the plus icon to create a new API key.
  • In the Description field, type BRC.
  • Click the Save button but do not close the window.
  • Record the public key and private key before you close the window. You will not be able to view the private key again after this window is closed.

The image below details the location of the public key and private key fields (API Secret).

public_key.png

Obtain ConnectWise Login Information

The ConnectWise login information is created when first setting up the ConnectWise service. For the purposes of integrating ConnectWise with BRC,  you will need to enter the login information used to connect to ConnectWise into the appropriate fields. 

cw-login.jpg

Obtain Client Information

To obtain the client information required to integrate with ConnectWise, you will first need to create a new company account for the target client site. 

To obtain the required client company information:

  1. Log in to ConnectWise.
  2. On the left-hand navigation menu, expand the Companies tab and select the Companies option.
  3. In the Company Search page, enter the name of the target company.
  4. When found, select the target company.
  5. Record the following company information:
  • Company address, which corresponds to the Address Line 1 and 2CityState and Zip fields in the Axcient Web App.
  • Territory field, which corresponds to the Location field in the Axcient Web App.
  • Company ID field, which corresponds to the ID Number in the Axcient Web App.

client.jpg

Obtain Service Type and Subtype

The Service Type and subtype are determined by the ConnectWise login account. This ConnectWise account is associated with a specific Service Board, which must be configured as needed by the administrating user. (For more information regarding Service Boards, please refer to ConnectWise support.)

  1. In the ConnectWise left-hand navigation menu, select System and then select Setup Tables.
  2. In the Table column, enter the Service Board in the search field and press the Enter key.
  3. On the Service Board List page, click on the appropriate Service Board.
  4. To find the Service type, click the Types tab and enter one of the listed values in the Service Type field of the ConnectWise configuration page.
  5. To find the Service subtype, click the Subtypes tab and enter one of the listed values in the Service Subtype field in the ConnectWise configuration page.

types.jpg

Obtain Priority

The service priority is determined by the ConnectWise login user. This ConnectWise account is associated with a specific Service Board, which must be configured as needed by the administrating user.  (For more information regarding Service Boards, please reference ConnectWise support.)

To obtain priority values:

  1. On the ConnectWise left-hand navigation menu, select System  and then select Setup Tables.
  2. In the Table column, enter SLA in the search field and press the Enter key. Click the SLA option when it displays.
  3. On the SLA List page, select the appropriate SLA option. 
  4. Enter one of the listed values in the Priority field in the ConnectWise configuration page.

priority.jpg

Additional Information

For information on inheriting these settings in the UMC, please reference the Integrating BRC with ConnectWise and Inheriting Settings in the UMC Knowledgebase article.

 Source:   https://portal.axcient.com/6619/integrating-brc-with-connectwise/