Creating an Integrator Login in ConnectWise (SOAP API)

DeskDirector uses the ConnectWise Integrator API to retrieve and update ConnectWise

Note please avoid using special characters such as %, #, & as some of ConnectWise’s APIs do not support this

Here’s how you can create this account:

  1. From ConnectWise select Setup, Setup Tables
  2. Open the Integrator Login table
  3. Create a username (we like DeskDirector, up to you though) and password
  4. Ensure the Access Level is set to All Records otherwise most functions won't work
  5. Check the following APIs;
  1. Service Ticket API (don't worry about the Callback URL we don't use this yet)
  2. Contact API
  3. Company API
  4. Activity API
  5. Invoice API
  6. Opportunity API
  7. Member API
  8. Reporting API
  9. System API
  10. Configuration API

Once you have this account created, these details can be entered from your Admin Console under General Configuration > Integration > Integrator Credential.

You can test the API permissions have been configured correctly from your Admin Console under API Test > "Test API1.5,2.0"

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