The ConnectWise Importer uses the ConnectWise API to bring your data over from ConnectWise to Syncro as historical data, and you will be able to view that information in your Syncro account.

The ConnectWise importer will import the following:

• Customers: (Companies) Business Name, Email, Phone
• Sub Contacts: Name, Address
• Tickets: Summary, Number, Date
• Ticket Notes: Text, Creator, Date

Note: If your import stops unexpectedly, it is safe to restart the import without risking duplicate records.

Prerequisites

1. Register for a CW Developer account if you do not have one.
2. ConnectWise requires a Client ID to use their API. You can register for a Client ID here (in the upper right, click Register).
   Note: Like the API keys, Syncro does not store the Client ID after the import is complete.
3. Set up your API keys in the ConnectWise app: (see also this illustrated guide for screenshots, or the ConnectWise documentation below).
   1. In the upper right, click PSA > My Account.
   2. Click the gear icon tab.
   3. Click the API Keys item in the left-hand list, then click the right arrow button to move it to the right-hand list.
   4. Click Save & Close.
   5. Click the newly added API Keys tab.
   6. Enter a Description.
   7. Below the Defaults tab, click the disc icon to save.
   8. Copy the Public and Private keys generated and save them somewhere.

See also: this illustrated guide for screenshots, or Setting Up API Keys.

Import Your Data

1. In Syncro, navigate to Admin > RMM Settings - Migration Tools.
2. Click the ConnectWise Importer tile.
3. Fill in the fields as follows:
   1. ConnectWise Company Name: This must match exactly what is in ConnectWise.
   2. Public API Key: The Public key you saved from the Prerequisites.
   3. Private API Key: The Private key you saved from the Prerequisites.
   4. ConnectWise API Host
      1. Cloud Hosted:
         • North American Cloud: api-na.myconnectwise.net
         • European Cloud: api-eu.myconnectwise.net
         • South African Cloud: api-za.myconnectwise.net
         • Australian Cloud: api-au.myconnectwise.net
      2. Self-hosted/On-premise: Your on-premise public URL.
   5. Client ID: The Client ID you registered for in the Prerequisites.
4. Click Import Now.

Test the API Using a PowerShell Script

Here's some sample code for testing in PowerShell. Replace the values as appropriate:

$CWMConnectionInfo = @{
 # This is the URL to your manage server.
 Server = 'server.example.com'
 # This is the company entered at login
 Company = 'My Company ID'
 # Public key created for this integration
 pubkey = '1234'
 # Private key created for this integration
 privatekey = 'abcd'
 # Your ClientID found at https://developer.connectwise.com/ClientID
 clientid = 'Go generate your own ClientID'
}
# ^This information is sensitive, take precautions to secure it.^
# Install/Update/Load the module
if(Get-InstalledModule 'ConnectWiseManageAPI' -ErrorAction SilentlyContinue){ Update-Module 'ConnectWiseManageAPI' -Verbose }
else{ Install-Module 'ConnectWiseManageAPI' -Verbose }
Import-Module 'ConnectWiseManageAPI'
# Connect to your Manage server
Connect-CWM @CWMConnectionInfo -Force -Verbose

Setting Up API Keys 

Note: This is section is taken directly from the ConnectWise Documentation.

Using the same setup screen as creating a Member an API Member allows granular control over what type of information an integration has access to. A global user allows integrations to be turned on and off easily without requiring the person who initially setup the integration.

The Members screen can be found by going to the System Module and opening the Members page. After accessing the Members page, click the API Members tab. Here you can create a new user and generate API Keys for them.

API Members do not require a user license.