ConnectWise Integration

Configure ConnectWise

1. Log into ConnectWise
2. Click on System

3. Click Security Roles

4. Click to add a new Security Role
5. Enter “Blacksmith Integration” for the Role ID
6. Select the following role permissions

7. Click to Save
8. Click on System

8. Click on Members

9. Click on API Members Tab

10. Click to add a new API Member
    1. Enter “Blacksmith” for Member ID
    2. Enter “Blacksmith InfoSec” for Member Name
    3. Select “Blacksmith Integration” for the Role Member
    4. Select a Location and Business Unit based on your organizational setup.
    5. Click to Save

    

11. Click on API Keys Tab

12. Click to add a new API Key
13. Enter “Blacksmith Integration” for the Description
14. Note down your Public Key and Private Key
15. Click to Save

Configure Blacksmith InfoSec

1. Log into Blacksmith InfoSec
   1. Browse to https://web.dev.blacksmithinfosec.com/dashboard/company/integrations
2. Click Edit Connection

3. Select ConnectWise from the drop down menu
4. Configure the ConnectWise Inegration
   1. Enter the Site from the URL of ConnectWise for example if your ConnectWise URL is https://na.myconnectwise.net enter na.myconnectwise.net
5. Enter your ConnectWise Company ID
6. Enter your Public API Key and Private API Key created in Step 14 of configuring ConnectWise.
7. Click Test Connection

8. You should receive the below message:

9. You should receive the below message:

10. You should receive the below message:

11. Select the Project Board where you want the projects created
12. Select the New Ticket Status
13. Select the Project Type
14. Enter a Notification Email (This email will be used to send API notification emails if there are any issues