ConnectWise PSA

Instructions on connecting and configuring ConnectWise PSA.

Introduction

Integrating ConnectWise PSA with COW allows you to seamlessly synchronize your device and warranty data, ensuring that your information is up-to-date and accurately managed. This guide will walk you through the steps required to set up and configure your ConnectWise PSA integration.

Prerequisites

Before you begin the integration process, ensure you have the following information ready:

• CW Instance URL: Enter the URL of your ConnectWise instance.

• Company ID: Provide your company identification for ConnectWise.

• API Username: Enter your API username for access.

• API Password: Enter your API password securely.

Be sure to follow the guidance in Connectwise Permissions to properly configure your API member to work with COW.

Setup