This article will run you through the steps required to setup integration for organisations who use ConnectWise Cloud (see here if you use ConnectWise on-premise). Once integrated, your BeeCastle companies & contacts will automatically sync with your ConnectWise companies & contacts.
The integration setup requires you to do the following:
Create a new security role for 'BeeCastle Integration'
Create BeeCastle API member/keys
Submit your API keys in Settings
BeeCastle expert will be in touch
Create a new security role for 'BeeCastle Integration' within ConnectWise
Before creating an API key within ConnectWise for the BeeCastle integration, you may want to follow the principal of 'Least Privilege' and create a new security role that provides BeeCastle access to only the required data & functionality.
To setup this new security role within ConnectWise:
Go to Settings -> System - Security Roles
Select 'Create new role' and name it bc-integration
When setting up the role, you will need to provide the following permissions
Companies - Company Maintenance -> Inquire = All
Companies - Contacts -> Inquire = All
Companies - Team Members - Inquire = All
Finance - Agreements -> Inquire = All
Finance -> Invoicing -> Inquire= All
Procurement - Products -> Inquire = All
Procurement -> Product Catalog -> Inquire All
Project -> Project Headers -> Inquire All
Sales - Opportunity -> Inquire = All
Sales - Sales Orders -> Inquire = All
Sales - Opportunity -> Add = My
System - Table Setup -> Inquire = All
System - My Company -> Inquire = All
System - Member Maintenance -> Inquire = All
Once the new role is created, you can move on to creating the API Member & API Keys.
2. Create BeeCastle API member/keys
ConnectWise provides API access to BeeCastle through the creation of a user entity called 'API Member' and their API Keys. To create the API member and retrieve the API keys you will need to:
Log in to your ConnectWise account. Under System select Members.
Select API Members.
Click the + symbol to add a new API Member
Enter Member Information (e.g. BeeCastle Integration) including Member ID and Member Name. Ensure that the Role ID is set to bc-integration, which you created in Step 1.
Once you have completed all the required fields click Save.
Once saved, go back into the API Members menu and select the API Member you just created. Then, click on API Keys. Click the + symbol to add a new API Key.
Provide a Description for the API Key (e.g. BeeCastle Integration) then click Save.
After saving, a Public Key and a Private Key will be displayed.
Make sure you make a note of the Private Key, as you will not be able to view it again.
3. Submit API Keys in Settings
Now you have the API keys it's time to submit the information within BeeCastle.
Go to your BeeCastle Settings, select your ConnectWise instance type (Cloud) and fill out the form including:
ConnectWise Company ID
Your Public API Key
Your Private API Key
Note: if you don't know your ConnectWise Company ID you can find it on your ConnectWise Manage login page. For your Region, it's the URL you log into.
4. BeeCastle expert will be in touch
Within 24 hours of submitting your integration request in settings, the BeeCastle team contact you to set up the integration and discuss any filter rules you want to apply.
If you need any assistance on the steps above, please reach out to your dedicated BeeCastle account manager. Alternatively you can email email@example.com or call 1300 233 227 to talk to a BeeCastle expert.