Setting Up ConnectWise

Setting Up ConnectWise

To set up ConnectWise as your PSA system through PRISM Connect, please follow the below steps before moving on to the next phase.

Create or Access ConnectWise Account

New Account:
  1. Create a ConnectWise account by visiting the ConnectWise website selecting Start A Demo or requesting a Quote

Existing Account:
  1. Log into ConnectWise Home and sign in using your previously created credentials. 

Configure ConnectWise Security, Products and Categories

Enable Security Roles

This step is optional; however highly recommended, as it ensures that the API user for the integration will only have access to the minimum set of resources required.

The integration needs access to:
  1. View Companies
  2. View and update contracts
  3. View and update services
  1. From the menu navigate to Systems > Security Roles
  2. Configure the following modules based on the information bubbles below. 
Companies
 
Company Maintenance (Used in Configuration > Test)
Inquire: All

Finance
 
Agreements
Add, Edit, Inquire : All
 
Agreements (customize) > Access Allowed
The Agreement Type assigned when setting up Agreements, eg. O365

Procurement
 
Product Catalog
Add, Edit, Inquire : All
 
Products
Add, Edit, Inquire : All

System
 
Table Setup
Add, Edit, Inquire : All
 
Table Setup (customize) > Access Allowed
Company / Company Status
Products / Category
Products / Subcategories
Product, Product Type
Product / UOM
Please note that if no security level/role is assigned it should be set to none.

Enable a Miscellaneous Record in the Product Catalog

  1. From the menu, navigate to Procurement, then Product Catalog
  2. Search for miscellaneous records but filtering the Product ID on “misc”, and ensure the Status is set to All.

  3. Click on each record to open it, then click ACTIVATE to enable if it is not already Active.

Enable the Miscellaneous Product Category, Sub-Category and Product Types

Enable the Miscellaneous product category, sub-category, and product type, these are used as the default categories when creating products in the ConnectWise product catalog
  1. Navigate to the System > Setup Tables
  2. Search for the table name "Category"

  3. Click on the table name to open the table and view its contents.

  4. Click on the “Miscellaneous” item and ensure the “Inactive” checkbox is unchecked

  5. Save the changes
  6. Repeat the steps 3-4 shown above but for the "Subcategory" table and Subcategory item "Miscellaneous"

  7. Repeat the steps 3-4 shown above but for the "Product Type" table and Product Type item "Miscellaneous"
If either the Category "Miscellaneous", Subcategory  "Miscellaneous" or Product Type  "Miscellaneous" does not exist, please create them (starting this the category, then subcategory; then product type).

Enable the Unit of Measure (UOM) "Each"

Enable the “Each” unit of measure (UOM) this is used as the default UOM when creating products in the ConnectWise product catalog. Like the categories previously this item must exist for PRISM Connect to successfully create products in ConnectWise.
  1. Navigate to the System > Setup Tables
  2. Search for the table name "UOM"

  3. Click on the table name "UOM" to view its contents

  4. Click on the option "Each" item and ensure that it is not marked as Inactive.
If the “ Each” Unit of measure item does not exist please create it.

Customer Set-Up

Each customer you wish to enable via ConnectWise required a company record with at least 1 active agreement against it.
  1. Navigate to Companies> Companies (sub-menu item)
  2. For each Customer you wish to sync for the initial sync, select it, then navigate to the Agreements tab and ensure you have your target Agreement set up and that the status is Active.
If you are adding a new agreement record, ensure its Start Date is prior to the usage on the customer’s most recent PRISM invoice. For Example, a September usage invoice would have been issued on the first of October, please enter the agreement start date as 31st of August with a Billing Start Date of 1 September.
Important: PRISM Connect can only sync to agreements which are Prorate Agreements

ConnectWise Integration Security Detail Set-Up

If you do not have an integrator account in ConnectWise, see the ConnectWise documentation.

To generate an API Key:
  1. Navigate to System> Members 

  2. Select the API Members tab then click the + add button

  3. Fill in the details and Save
  4. After saving, select the API Keys tab and click the + add button

  5. Enter a description and click Save. Note Do not click Save and Close, as you will need to view the generated keys

  6. Once saved, ConnectWise will display 2 new values, Public and Private Keys. Make a note of these values as they will not able to be retrieved once you leave this screen.

  7. Ensure the API Member has a role sufficient to access your product catalog. You can check the permissions in the System menu under Security Roles. If you are unsure of how to configure permissions, consult the ConnectWise documentation.


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