We have built a tool that uses the Connectwise API to pull in your data.
What it imports:
- Customers: (Companies) Business Name, Email, Phone
- Sub Contacts: Name, Address
- Tickets: Summary, Number, Date
- Ticket Notes: Text, Creator, Date
Please Note: If your import stops unexpectedly, it is safe to restart the Import without risking duplicate records.
How it works
Just head here to access the app from your account.
What you will need for a successful import:
1. ConnectWise Company Name
2. Public API Key
3. Private API Key
4. ConnectWise API Host (api-na.myconnectwise.net)
5. Client ID
Setting up API Keys (from CW Documentation):
Using the same setup screen as creating a Member an API Member allows granular control over what type of information an integration has access to. A global user allows integrations to be turned on and off easily without requiring the person who initially setup the integration.
The Members screen can be found by going to the System Module and opening the Members page. After accessing the Members page, click on the API Members tab. Here you can create a new user and generate API Keys for them.
API Members do not require a user license.
ConnectWise now requires a Client ID to use their API. You can register for a Client ID here.
Like the API keys, we do not store the Client ID after the import is complete.