Hubspot / ConnectWise
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      How to Create an API User in ConnectWise

      Create a user account in ConnectWise that does not require a password reset and also does not gain actual system access.

       

      Log in to ConnectWise with a user that has admin credentials. Under System click on Members

      Select API Members

      Click the + (plus sign) to add a new API Member

      Complete profile, and ensure that the Role ID under the “System” section is set to Admin. Click Save.

      Go back to the user, click API Keys when the user's profile is pulled up. Click the + icon to create a new API key.

      Write down the Public and Private Key in a secure location. 

       

      The API User role must have the below scope permissions:

      Module Action Add Level Edit Level Delete Level Inquire Level
      Companies Company Maintenance All All None All
      Companies Contacts All All None All
      Companies CRM/Sales Activities All All None All
      Procurement Product Catalog None All None All
      Procurement Products None All None All
      Sales Closed Opportunity N/A All N/A N/A
      Sales Opportunity All All None All
      Sales Opportunity Finance N/A N/A N/A All
      System Table Setup None None None All