ConnectWise - Manage

connectwise is a leading software company dedicated to the success of it solution providers, including itsp and software for msp's connector pre requisites connecting to connectwise manage, you need to make sure that you or the user configuring connectwise manage has administrative access to the cloud based application instructions (basic connection setup) datalakehouse io securely connects to your connectwise manage system using the form in the datalakehouse io portal after selecting this source connector, please complete the following basic steps using the form please complete the following basic steps enter a name or alias for this connection, in the 'name/alias' field, that is unique from other connectors enter in the 'target schema prefix' field, a name that will be unique in your target cloud warehouse destination database where you wish to land the data enter the 'host url' for this connectwise manage api integration enter the 'company id' for this connectwise manage api integration enter the 'public key' for this connectwise manage api integration enter the 'private key' credential for this connectwise manage api integration click the authorize your account button which will save the connection what is my connectwise manage hosted? the easiest way to determine this is by looking at the url you use to access connectwise manage connect to cw manage and login after you've logged in and are in the app, look at the url and write i down connectwise cloud urls https //na myconnectwise net north america https //eu myconnectwise net eu https //aus myconnectwise net apac https //za myconnectwise net south africa if the url is not listed in the above list, most likely you are considered "on prem" for connectwise manage and need to go to the next section below what if i can't find the url? you can also look within the cw manage system module here which will show your url is the format of connect \<companyname> com generate api keys in order to establish a secure connection to connectwise manage a set of api keys need to be created in connectwise create an api account in connectwise manage, go to system > members select the ‘ api members ’ tab click + to add an account enter “ datalakehouse ” in the member id field enter “ datalakehouse ” in the member name field enter " onboarding support\@datalakehouse io " in the email field set the department field to admin or similar set name field set default territory field click save create a public and private api key select the ‘ api keys ’ tab click + to add a new set of keys enter datalakehouse io click save and capture the keys the private key is only available one time so save this key! issue handling if any issues occur with the authorization simply return to the sources page in datalakehouse io, edit the source details and click the save & test or authorize your account or re authorize account button to confirm connectivity if any issues persist please contact our support team via the datalakehouse io support portal https //datalakehouse zendesk com