Prerequisites & Initial Setup

1. Log in to Nodeware at app.nodeware.com. If you do not have a Nodeware account, visit nodeware.com for more information.

2. Click Integration on the left side bar and select ConnectWise Manage.
Note: only Owner/Administrators can view and select Integrations.

3. Click Configure. The Integration Setup screen appears. Keep this screen open.

Site

1. In a second window or tab, open your ConnectWise PSA™ instance. Do not login.
2. Copy the URL you use to access your PSA. If you are using a cloud-hosted instance, your URL should resemble one of these:

• NA.MyConnectWise.net
• AU.MyConnectWise.net
• EU.MyConnectWise.net

3. Paste the URL in the Site field in Nodeware window.

Company ID

1. Enter the same Company ID in Nodeware that is used in ConnectWise.

When the correct Company ID is added, a test connection is made. If the connection is successful, the following message will appear:

If you receive an error message, double check your Site and Company ID.

Create a Security Role

The Nodeware integration requires read access to your company information and write access to Service Boards, to create tickets. We highly recommend creating a Security Role and API Member for Nodeware and only enabling the required permissions (in accordance with the Principal of Least Privilege).

1. Login to ConnectWise.
2. Navigate to System and select Security Roles.
3. Click the New Item (+ button).
4. Enter a Role ID, we suggest NodewareAccess.
5. Click Save. A Security Modules view will appear with various drop downs

6. Under the Companies drop down list, in the Company Maintenance row:

• Change the Inquire Level to All.

7. Under the Service Desk drop down list, in the Service Tickets row:

• Change Add Level to All.
• Change Inquire Level to All.

8. Under the System drop down list, in the Table Setup row, click customize. This will open the Update Security view with Allow/Disallow rules.

a. Select the double right arrows in the middle (>>) to move all rules to Disallow
b. Scroll down the Disallow list and select these two entries:

• Company / Company Status
• Company / Company Type

c. Click the single left arrow (<) to move these rules back to the Allow Access to these list
d. Your view should match the screenshot above. Click Save.

9. Change the Inquire Level for Table Setup to All.
10. Click the Save icon towards the top of the page.

Create an API Member

1. Navigate to System and select Members.

2. Select the API Members tab and click New Item (+ button).

3. The New Member Details page is displayed.

4. For Member ID, enter Nodeware.
5. For Member Name, enter Nodeware.
6. Confirm that the Time Zone matches your current time zone.
7. For Role ID, select the role created previously (NodewareAccess).
8. Verify the remaining required fields under System match your environment.
9. Click the  Save icon towards the top of the page. The following message will appear:

Public & Private Keys

1. On the API Members page, click the API Keys tab.

2. Click the New Item (+ button).
3. Enter a Description, we recommend Nodeware.
4. Click the Save icon towards the top of the page.

5. Copy the Public and Private Keys and enter them in Nodeware.
6. Click Test Connection. A message will appear stating that the connection works. The Test Connection button will change to Save & Continue.

After clicking Save & Continue, you will be in Manage Integration. To continue setup, see this knowledge base article.