# ConnectWise Manage Integration

Follow this guide to setup ConnectWise Manage as a PSA Link.

# Create an ImmyBot Role with the following permissions

  • Company -> Company Maintenance -> Inquire Level (All)
  • Finance -> Agreements -> Inquire Level (All)
  • Procurement -> Product Catalog -> Inquire Level (All)
  • Procurement -> Product -> Inquire Level (All)
  • System -> API Reports -> Inquire Level (All)

# Create an API Member

Go to System -> Members and create a new API Member

Create a new API key

# Plugin the API Keys in ImmyBot

Create a new PSA Link and fill in the Provider Info