> For the complete documentation index, see [llms.txt](https://docs.cow.tech/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cow.tech/using-cow/navigation/integrations/connectwise-psa.md).

# 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.

{% hint style="warning" %}
Be sure to follow the guidance in [Connectwise Permissions](/using-cow/navigation/integrations/connectwise-psa/connectwise-permissions.md) to properly configure your API member to work with COW.
{% endhint %}

### Setup

{% @storylane/embed subdomain="app" linkValue="o0opja2qvrze" url="<https://app.storylane.io/share/o0opja2qvrze>" %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.cow.tech/using-cow/navigation/integrations/connectwise-psa.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
