Add a New Security Role
In ConnectWise PSA, navigate to System > Security Roles.
Select + to create a new role.
Give the role a name.
Security Role Permissions
Configure the permissions as follows:
| Add Level | Edit Level | Delete Level | Inquire Level | ||
| Companies | |||||
| Company Maintenance | None | None | None | All | |
| Manage Attachments | None | None | None | All | |
| Finance | |||||
| Accounting Interface | All | All | All | All | |
| Billing View Time | None | None | None | All | |
| Invoicing | None | All | All | All | |
| Procurement | |||||
| Inventory Adjustments | None | None | None | All | |
| Product Catalog | None | None | None | All | |
| Products | None | None | None | All | |
| Purchase Orders | None | None | None | All | |
| Project | |||||
| Project Headers | None | None | None | All | |
| Service Desk | |||||
| Service Tickets | None | None | None | All | |
| System | |||||
| Member Maintenance | None | None | None | All | |
| My Company | None | None | None | All | |
| Table Setup | None | None | None | All | Customize:
|
| Time & Expense | |||||
| Expense Report Entry | None | None | None | All | |
| Time Entry | None | None | None | All | |
Add a New API Member
- Navigate to System > Members > API Members (Tab).
- Select + to add a new API Member.
- Enter the following details:
- Member ID: Acct Sync API
- Member Name: Acct Sync API
- Assign the Security Role created above
- Complete the remaining fields as follows.
Red fields are required.
Green fields can be customized to fit your needs. We recommend setting the highest possible access level to ensure the integration functions across your entire system.
Configure an API Key
- Navigate to the API Keys tab.
- Select + to add a new API Key.
- In the Description field, enter Acct Sync API.
- Click Save (Do not click Save + Close).
Important: The private key will not be displayed again.
If you accidentally leave this screen, delete the key and create a new one.
Still having issues? Submit a support request