Overview

This article details creation of an API user for integration with Work 365. The steps outlined here are a pre-requisite to creating a ConnectWise connector in Work 365.

1. Open the Members page by navigating to System → Members
2. Click the 'API Members' tab.
3. Click on the "+" button to create a new ConnectWise API user.
4. Specify a "Member ID" and "Member Name" - Select the "Role ID" as "Admin".

5. Save the record.
6. Click on the "API Keys" tab.
7. Click on the "+" button to create new API credentials.
8. Specify a "Description" and save the record.
9. The API credentials will be displayed. Copy the public key and the private key for later use. The private key will not be visible once this screen is closed.