Integrating with ConnectWise Manage

This article outlines how to integrate ConnectWise Manage with Lifecycle Manager and allow necessary permissions in ConnectWise Manage. These permissions enable core functionality like syncing configuration items and additional features like contract importing and PSA ticket creation.

We would recommend that you assign all permissions listed below to avoid needing to update your API role again later.

Who can use this feature?
• Users with Manage Sync Settings permission on their ScalePad Hub account.
• Users with Administrator permissions in ConnectWise Manage

Step 1: Create a Security Role

Step 1: Create a security role

In ConnectWise Manage, go to System > Security Roles.
Click the + icon and enter a Role ID (e.g., Lifecycle Manager Integration).
Click Save.

Step 2: Assign permissions

After creating your Security Role, you must assign the appropriate permissions and Table Setup rules in ConnectWise Manage.

This section shows you how to set up the permissions required to use all the features of your ConnectWise Manage integration.

How to assign permissions

In ConnectWise Manage, go to System > Security Roles.
Click the name of the security role you created earlier.
On the Security Modules screen, click the arrow next to each module to expand it.
Apply the All permission level to the cells under Add Level, Edit Level, Delete Level, and Inquire Level, as indicated in the table below:

Module	Add Level	Edit Level	Delete Level	Inquire Level
Companies
Company Maintenance	All	All	None	All
Configurations	All	All	None	All
Contacts	None	None	None	All
CRM/Sales Activities	None	None	None	All
Finance
Agreement Invoicing	None	None	None	All
Agreements	None	None	None	All
invoicing	None	None	None	All
Procurement
Products	None	None	None	All
Project
Close Projects	None	None	None	All
Project Headers	None	None	None	All
Sales
Closed Opportunity	All	All	None	All
Opportunity	All	All	None	All
Sales Orders	None	None	None	All
Service Desk
Service Tickets	All	All	None	All
Service Tickets - Dependencies *	All	All	None	All
Service Tickets - Finance *	All	All	None	All
System
Member Maintenance	None	None	None	All
My Company	None	None	None	All
Table Setup	None	None	None	All
Time & Expense
Time Entry	None	None	None	All

Note:
Service Tickets - Dependencies and Service Tickets - Finance aren't part of the default Lifecycle Manager configuration.

They are only needed if PSA ticket creation isn't functioning as expected, or if your CW Manage configuration requires more detailed ticket handling.

Click Save .

How to customize Table Setup access

Table access setup is required to complete permission assignment in ConnectWise Manage:

In the System section of the Security Modules screen, locate Table Setup.
Click the Customize link in that row.
In the Customize Table Setup Access screen, add the required table entries listed below.

Allow Access to these
Agreements / Agreement Type
Agreements / Batch
Company / Company Status
Company / Company Type
Company / Configuration
Company / Configuration Status
Opportunities / Opportunity Status
Opportunities / Opportunity Type
Opportunities / Opportunity_Rating
Opportunities / Quote Link
Opportunities / Sales Stage
Project / Project Board
Service / Priority
Service / Service Board
Service / SLA
Time / Work Role

Your Table Setup should reflect this screenshot:

Click Save.

Step 3: Create an API member

Go to System > Members > API Members tab.
Click the + icon to add a new member.
Complete the required fields:
- Member ID (e.g., lifecycle_api)
- Assign the security Role ID created in Step 1.
- Set defaults for Location, Business Unit, etc.
Click Save.

Step 4: Generate API keys

Open the API members tab (System > Members > API Members) and click on the member created in Step 3.
Go to the API Keys tab and click the + icon.
Enter a description and click Save to generate the keys.
Copy the Public Key and Private Key (the Private Key will not be shown again).

Step 5: Connect in Lifecycle Manager

In Lifecycle Manager, hover over the settings icon and click Integrations.
Click the Add Integration button .
Use the search box to locate ConnectWise Manage and click the panel to open the ConnectWise Manage Sync settings.
Enter your:
- ConnectWise domain
- ConnectWise Company ID
- Public Key
- Private Key
Click Connect now.

Lifecycle Manager will sync with Connectwise Manage.

Next Steps

Once your integration is complete you can configure your Connectwise Manage sync settings to ensure your tickets, contracts and hardware assets are syncing as expected. For detailed instructions, see this article:

Adjusting your ConnectWise Manage sync settings

Any questions? Reach out to our Lifecycle Manager support team by submitting a support ticket.

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