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How to set up the HacWare, ConnectWise PSA integration



Connect the HacWare and ConnectWise Manage API

From your Partner Portal, go to Integrations under Partner Resources.

Edit your Connection in the ConnectWise tab.



To allow the ConnectWise integration to work with your HacWare partner portal, you'll need your ConnectWise Public API Key and Private API Key.



ConnectWise Connections Setup fields:

  • Manage Site URL

  • Company ID

  • Public API Key

  • Private API Key

Save your setup details.


Select your default account settings

Once you're connected, set the default parameters for your account. These will apply to all new partners you add and can be updated when creating a new company mapping.


You'll set the default parameters for:

  • Your service board

  • Your agreement type

  • Your HacWare product


Now you're ready to create your first mapped company!


Create a Mapped Company

Select Edit for Mappings and enter your tenant and company details.

  • HacWare company (your tenant’s company name in the Partner Portal)

  • Manage company (your company name as written in ConnectWise Manage.)


If you need to update the default settings for a tenant, uncheck the Default Agreement box and make a new selection from the dropdown menu.


Then, select your agreement from the Choose Agreement dropdown menu.



Create your ConnectWise company mapping!

A successful mapping will appear under Mappings in the ConnectWise integration tab and will include integration details for your mapped company.

A service ticket will be created under the successfully mapped company in your ConnectWise PSA platform.

 

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