V2NodesConnectWise Manage
ConnectWise Manage
V2

ConnectWise Manage

Provides integration into ConnectWise Manage (now known as ConnectWise PSA) via the REST API.

Revision History

0.0.0.1 - Initial release.
0.0.0.2 - Updated project file.
0.0.0.3 - Fixed error message handling.
0.0.0.5 - Split invoke and template methods.
0.0.0.11 - Improve security.

Connection

Parameter Type Description
Site URL String The base URL of ConnectWise (for example: https://example.connectwise.com).
Username String The ConnectWise user name used to authenticate requests.
Password Masked The password associated with the ConnectWise user name.

Setup Notes

This Node makes use of Basic Authentication as described by ConnectWise Manage Member Authentication.

Creating an API member

  1. In ConnectWise Manage, go to System > Members > API Members
  2. Click + to create a new API member
  3. In the Member ID field type Flowgear
  4. Enter an email address (this should be a functioning email address at your company)
  5. Under System, select the Role ID Admin - or - select a custom Security Role if you want to personalize what Flowgear can access.
  6. Complete any remaining required fields. The values you enter into these fields won't impact Flowgear. For fields that aren't required, feel free to leave these blank or choose the default setting.
  7. Click Save.

Creating an API Key

  1. Select the API member created for Flowgear in the previous section and click the API Keys tab
  2. Click + to create a new API key
  3. For description enter Flowgear, then click Save. Please Note: You will only be able to see your private key once at creation, after that it will be unavailable, please store this private key somewhere safe.

Creating the Connection

  1. Copy the value of your ConnectWise url into the Site URL, example "https://mycompany.myconnectwise.net".
  2. Copy the value of your company plus the api public key you created into Username, example "training+5QBrF9Eobsojjl19"
  3. Copy the value of the private key you have created into Password, example "gNfvfMdPxIAPOIvB".

Methods

Query

Parameter Type Notes
Connection Connection Connection profile.
OperationId String Auto Filled by chosen template.
Options Object Key-Value style parameter. Auto filled by chosen template.
Return Type Notes
Response Array Output from Process operation.

Mutate

Parameter Type Notes
Connection Connection Connection profile.
OperationId String Auto Filled by chosen template.
Options Object Key-Value style parameter. Auto filled by chosen template.
Items Array Data fed into function
Return Type Notes
Response Array Output from Process operation.

Delete

Parameter Type Notes
Connection Connection Connection profile.
OperationId String Auto Filled by chosen template.
Options Object Key-Value style parameter. Auto filled by chosen template.
Items Array Data fed into function
Return Type Notes
Response Array Output from Process operation.

Known Issues

  • Binary return not built in.