This article will provide a walkthrough of different ways to troubleshoot your ConnectWise Integration with the 1Stream platform.
The ConnectWise integrations with bvoip's 1Stream platform can provide errors that can be resolved by a few common checkpoints.
1Stream Level Feature Notice
This feature is available for only View level 1Stream users and up. If you would like this feature to be available, then please reach out to your bvoip Sales Representative to upgrade user licensing.
API Member - Full Access
The first step in troubleshooting is to try granting the API Member the Admin security role which will give it full access, to ensure there isn't a permission missing.
Warning
This is not a permanent fix, please ensure your API Member is using the minimum permissions according to ConnectWise Security Role Permissions
API Keys Correct
When it comes to the API keys, one of two things can happen, the API keys can be incorrect or just invalid. To correct this, we recommend creating and applying a new API key set into the appropriate API Key fields.
URLs Missing Forward Slashes
When adding in the URLs for connecting 1Stream to ConnectWise, make sure that the URLs have forward slashes or they will not work.
URLs Correct
When adding in the URLs, ensure that you are suing the correct URLs in the correct fields. If you are using the cloud-based version of ConnectWise, make sure that you have the following URLs in the correct fields :
- In the CRM Details Link field, the following URL should be set to https://na.myconnectwise.net/
- In the Endpoint URL field, the following URL should be set to https://api-na.myconnectwise.net/v4_6_release/apis/3.0/
If you are using a custom ConnectWise URL, ensure that the URL that you are using is correct and ensure that the in fields specified above, that your custom domain is in a similar format to the cloud-based URLs. If you need assistance, please don't hesitate to reach out to your Implementation Specialist or bvoip support.
Company Name Correct
When setting up the ConnectWise connection, there is a field for the company name. This field must be filled out with the company name used to log into your ConnectWise instance. The company name must be filled out exactly in 1Stream as it is seen on your ConnectWise login screen.