Create an API member and API keys in ConnectWise

 To create an API Member and generate API Keys:

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:

a. In the Member ID field, enter Axcient.

b. In the Role ID field, select Admin. NOTE: The role must be set to Admin to ensure tickets are properly generated.

4. 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.
5. Click the API Keys tab and then click the plus icon to create a new API key: 

a. In the Description field, type x360Cloud.

b. Click the Save button but do not close the window. 

6. 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.
 

Specify ConnectWise service defaults 

After you create an API Member and API Keys, you will need to specify service defaults.

To specify service defaults:

1. In ConnectWise, specify a default Service Board for the newly created API Member. This board will be used when tickets are pushed from x360Cloud.

2. In the System menu, click the Setup Tables link and navigate to the Service Board list.
3. In the Service Board page, click the Board tab and select the Service Board you set as the default Service Board above.4. Click the Statuses tab and select a default status to be used for each new ticket generated from x360Cloud. 

5. Click the Default checkbox to ensure this status is saved as the default status.

6. Click the Teams tab and select a default team.
 

Configure PSA settings 

After API Member and service default settings are configured in ConnectWise, you need to configure PSA settings in x360Cloud.

To configure PSA settings in x360Cloud:

1. In the Reseller Portal, navigate to the Settings page and then click the PSA tab. 

2. Click the Configure a new PSA System radio button. 3. In the PSA system drop-down menu, select ConnectWise. 

4. In the ConnectWise Credentials section, configure settings for your ConnectWise account:  

a. In the Site URL field, enter your ConnectWise URL.

b. In the Company ID field, enter the ID of your company.

c. In the Public Key field, enter the public key generated for your API Member.

d. In the Private Key field, enter the private key for your API Member.

e. Click the Test & Save Connection button when you are finished.
 

Enable PSA ticketing

After you configure PSA settings, you can turn on ticketing.

To configure ticket settings in x360Cloud:

1. In the Reseller Portal, navigate to the Settings page and click the PSA tab.

2. In the PSA tab, turn on ticketing:

• Click the Ticketing Disabled toggle to turn on ticketing.
• Click the Save button when you are finished.