ConnectWise Manage Setup

Part of the PSA Setup Guides. See also: Autotask | HaloPSA

The ConnectWise integration uses API keys (public + private). Setup requires creating an API member with a custom security role.

Prerequisites

• Administrator access to ConnectWise Manage
• Permission to create API Members and Security Roles
• Access to your Salesbuildr Dashboard
• A secure location to store API keys

Step 1: Create a custom security role

Navigate to System > Security Roles and click + New. Create a dedicated role (e.g., Salesbuildr Integration). This is more secure than using the Admin role and does not require an additional license.

Set read/write permissions for these 8 modules:

1. Companies — Read/write for companies and contacts
2. Finance — Read/write for agreements and billing
3. Marketing — Read access
4. Procurement — Read/write for products and catalog
5. Project — Read/write
6. Sales — Read/write for opportunities
7. Service Desk — Read/write
8. System — Read access for member info and callbacks

Click Save to finalize the security role.

Step 2: Configure table setup

Navigate to System > Table Setup and click Customize. Ensure these 23 entities are visible:

Company Module: Address Formats, Company Status, Company Type, Country, Team Role

Expense Module: Payment Type

Inventory Module: Warehouse Bin

Invoicing Module: Billing Cycle, Billing Terms, Tax Code

Opportunities Module: Opportunity Status, Sales Probability, Sales Stage, Sales Teams, Opportunity Type

Products Module: Category, Manufacturers, Product Type, Subcategory

Service Module: Priority, Service Board, Severity, SLA

Click Save to apply changes.

Step 3: Create the API member

Navigate to System > Members and open the API Members tab.

Click + New Item and configure:

• Member ID: Salesbuildr
• Member Name: Salesbuildr
• Role ID: Select the custom security role you created
• Level: Corporate
• Location: Any
• Default Territory: Corporate

Click Save and Close.

Step 4: Generate API keys

Open the Salesbuildr API Member and navigate to the API Keys tab. Click + New Item, enter a description like Salesbuildr Integration, and click Save.

You'll receive a Public Key and a Private Key. Store both keys securely — the Private Key is only shown once and cannot be retrieved again.

Step 5: Connect in Salesbuildr

1. Log into your Salesbuildr Dashboard and click Configure your PSA Integration (or go to Admin > Integrations > Manage and configure ConnectWise)

2. Toggle ConnectWise and click Configure

3. Enter your credentials:
   • Company: Your ConnectWise company identifier (the short name used to log into ConnectWise)
   • Hostname: Your ConnectWise hostname (e.g., yourcompany.connectwise.com)
   • Public Key: From Step 4
   • Private Key: From Step 4

4. Click Save.

Step 6: Complete field mapping

After saving, the mapping window opens automatically. Configure these areas:

Default Product Type & Shipping: Select your default product type, default ConnectWise product category, and the ConnectWise product that represents shipping costs.

Company Type Mapping: Review and adjust priority by dragging. Higher positions take precedence when companies have multiple types.

Opportunity Status Mapping: Map Salesbuildr statuses (Lost, Open, Won) to ConnectWise equivalents.

Product Status Mapping: Map product lifecycle stages (Active, Inactive) between systems.

Click Save to start the initial sync. Salesbuildr will sync company types, import and map product/service categories, sync contacts, companies, and manufacturers, import your product catalog, and install callback URLs for real-time updates. This typically takes 10-20 minutes depending on data volume.

Click Confirm when complete. Mappings can also be accessed later under Admin > Integrations > ConnectWise.

What syncs

• Companies — All active companies from ConnectWise Manage
• Contacts — Contact records linked to synced companies
• Products — Your ConnectWise product catalog with pricing
• Agreements — Accepted quotes create ConnectWise agreements. Configure whether quotes create new agreements or add to existing ones.
• Opportunities — Quotes are tied to opportunities. Stage progression syncs between systems.

Verify your integration

• Companies have synced to Salesbuildr
• Contacts are visible and linked to companies
• Products and services are available in your catalog
• Product categories are properly structured

Test real-time sync: Update a contact's info in ConnectWise. Wait 1-2 minutes and verify the change appears in Salesbuildr.

Test quote-to-opportunity: Create and approve a test quote in Salesbuildr. Wait 1-2 minutes and verify the opportunity appears in ConnectWise with correct line items and pricing.

Managing your integration

Updating field mappings

As your business evolves, you may need to adjust how data maps between systems. Navigate to Admin > Integrations > ConnectWise and select the mapping type to modify: Categories mapping, Company type mapping, Opportunity status mapping, Product terms mapping, or Product types mapping.

Changing mappings affects future syncs only. Historical data remains unchanged.

Manual synchronization

While Salesbuildr syncs data automatically via callback URLs, you can trigger manual syncs when needed — after bulk updates in ConnectWise, when troubleshooting sync issues, or after changing integration settings. Go to Admin > Integrations > ConnectWise, click Synchronize, select the data types to sync, and click Start Sync.

Common issues

Authentication failedVerify your Company identifier, confirm the Hostname format (e.g., yourcompany.connectwise.com), check that Public and Private keys are correct, and ensure the API Member has the correct security role.

Agreement mapping confusionConnectWise has the most complex agreement structure of the three PSAs. Understand the difference between creating a new agreement vs. an addition to an existing agreement. Review your agreement type mapping under Admin > Integrations.

Products missing from catalogVerify products are marked Active in ConnectWise, check that product categories are properly mapped, ensure the API Member has Product Module access, and review the Product Status mapping.

Some data isn't syncingCheck Table Setup in ConnectWise for all 23 visible entities. Verify the API Member's security role has the necessary permissions. Trigger a manual sync via Admin > Integrations > ConnectWise > Synchronize.

Opportunity stages not updatingVerify your stage mapping under Admin > Integrations. All opportunity board stages should be mapped. Unmapped stages will not update.

Verify your defaults

After the initial sync, Salesbuildr pre-populates some default settings — including the pipeline stage, opportunity source, and payment term. However, the quote status mapping must be configured manually. This mapping determines how quote lifecycle changes (draft, sent, approved, declined) update your ConnectWise opportunity pipeline.

Look for the Default Settings tile on your dashboard under Finish Actions, or go to Admin > Integrations. See Before Your First Call for the full setup checklist.

Next steps

Your ConnectWise integration is connected. Here's what to do next:

• Return to the Provisioning Checklist to continue onboarding
• Review your product catalog now that products have synced
• Fine-tune field mappings and sync settings on the PSA Configuration page
• Set up pricing rules and category markups