This tutorial will assist you in configuring integration between ConnectWise and the ProfitBricks Billing API.
Download and Install the Connectwise Desktop Application
We need to configure some settings for the integration. This cannot be done from the ConnectWise web application. Therefore we need to run the Internet/Desktop app.
Get it from the ConnectWise website
Select the appropriate platform (32-bit or 64-bit) and then press the Install button to download the installer file. It should be named
ConnectWise-Internet-Client-x64.msi for the 64-bit version.
Once the file is downloaded, install it on your workstation, then launch it. Log in with your ConnectWise credentials.
From the left navigation, choose the three gears icon to bring out the System menu and then open Setup Tables.
Once that is open, search for integrator to locate the Integrator Login table. Click the link to see the contents of the table.
Use the + button to add a new user.
Create a username and password and make a note of them as we will need them again shortly.
There is a rather long section to scroll through. It will look similar to this screenshot:
We need to make a number of changes to it.
Use the drop-down menu to change the Access Level to All Records.
Check the boxes for the following API(s):
- Contact API
- Company API
- Invoice API
- Product API
- Agreement API
Do not forget to use the Diskette icon to Save the changes.
Log into the MSP App and Configure the Integration
Use this link to bring up the application:
Enter your ProfitBricks user credentials.
Once logged in, enter the same credentials and press the Authorize Access button.
Fill out the requested information for the user we setup in the Integration Services System table in the ConnectWise Desktop application and press Authorize Access. This will add ProfitBricks as a vendor and import ProfitBricks products into ConnectWise.
Once authorized, it will load briefly:
Then you will be switched to the Companies screen and will be able to continue using the application.