ConnectWise PSA
The ConnectWise PSA integration provides the following functionality in Adaptive Catalog:
Pull products from ConnectWise into your Adaptive Catalog Instance
Create new products in ConnectWise from Adaptive Catalog
Create and Update Opportunities from an Adaptive Catalog Workspace
Pull purchasing demands from ConnectWise Manage (requires Adaptive Catalog Procurement)
Pull Companies and Contacts from ConnectWise Manage
Setup
Create an API Member
For the most up to date instructions on setting up a ConnectWise Manage API member, check ConnectWise University
1) In ConnectWise Manage, go to System > Members > API Members
2) Click the Add button to create a new API member
3) In the Member ID field, enter “adpativecatalog” and in the Member Name field enter “Adaptive Catalog”. For full functionality, set the role to Admin.
4) Save and then navigate to the API Keys tab. Click the Add button to create a new API key.
5) Enter Adaptive Catalog in the Description field.
6) Save the Public Key and Private Key in a secure location for use when setting up the Adaptive Catalog extension
Install the Extension
1) In Adaptive Catalog, navigate to the Extension Management page (Settings > Extension Management)
2) Locate the ConnectWise PSA Extension Folio. Click on the Details button
3) Enter your ConnectWise Manage information in the Common Settings section of the folio install panel
4) Enable the extensions you would like to use in the Extensions section.
5) Fill out the fields each of the integration points in their respective sections
6) Click the Validate button and make sure the message “Extension settings validated” appears at the top.
7) Click the Close button or the X in the top right of the panel