Setting up ConnectWise Integration

This article will provide a walkthrough on the setup of ConnectWise with the 1Stream platform.

Connecting the ConnectWise API into 1Stream

1. Log into the 1Stream Portal.
2. Go to the Administration menu.
   
3. Choose the Manage Organization option. The page will refresh. 
4. Scroll down to the Connected Account and CRM Settings section. 
5. Click on the green circled + to open the configuration pop-up.
6. Select ConnectWise in the CRM Platform drop-down.
   
7. Click the Save button. The pop-up will refresh with the connection configuration settings. 
   
8. In the CRM Company field, add the ConnectWise Company ID.
9. Retrieve the Public API Key from ConnectWise.
10. Paste into the API Key field in 1Stream.
    
11. Retrieve Private API Key from ConnectWise.
12. Paste into the API Private Key field in 1Stream. 
13. In the CRM Details Link field, add in the general API link.
    
    1. For ConnectWise Cloud connections, use https://na.myconnectwise.net/ in this field.
       Note: The URL above is for North America. If you are using a cloud base ConnectWise instance in another country, your prefix will vary.
    2. For ConnectWise Non-Cloud connections, the URL can vary and we recommend reaching out to ConnectWise to confirm the URL to be used from your portal. 
14. In the Endpoint field, add in the client specific API link.
    1. For ConnectWise Cloud connections, use https://api-na.myconnectwise.net/v4_6_release/apis/3.0/ in this field.
       Note: The URL above is for North America. If you are using a cloud base ConnectWise instance in another country, your prefix will vary.
    2. For ConnectWise Non-Cloud connections, the URL can vary and we recommend reaching out to ConnectWise to confirm the URL to be used from your portal. 
15. Click the Save button.
16. Scroll Up to the 1Stream Administration section.
17. Click on the Systems Check link.
    

There will be a pop-up that appears and confirms if the connection was successful or if there was an issue that needed to be corrected. This will also pull in the user data from your ConnectWise connection that will be reflected when users are added in the next section.

Mapping CRM Users

Once the CRM Connection to ConnectWise has been completed, the users in 1Stream can be now mapped to their corresponding ConnectWise user.

For instructions on how this can be done, please see our Mapping CRM Users article. 

Adding ConnectWise PODs

After the integration has been setup and the users have been added, it will be time to add the ConnectWise PODs.

For instructions on how this can be done, please see our Adding ConnectWise PODs article.