Authenticate with ConnectWise CRM

You can authenticate with ConnectWise CRM to create your own instance of the ConnectWise CRM element through the UI or through APIs. Once authenticated, you can use the element instance to access the different functionality offered by the ConnectWise CRM platform.

Authenticate Through the UI

Use the UI to authenticate with ConnectWise CRM and create an element instance.

If you are configuring events, see the Events section.

To authenticate an element instance:

1. Sign in to Cloud Elements, and then search for ConnectWise CRM in our Elements Catalog.
2. Hover over the element card, and then click Authenticate.
3. Enter a name for the element instance
4. In Server URL enter your server URL which is typically your ConnectWise URL prepended with api-.
5. In Company, Username, and Password enter the credentials that you use to log in to ConnectWise.
6. In WSDL Path enter the WSDL path that you identified in API Provider Setup.
7. Optionally type or select one or more Element Instance Tags to add to the authenticated element instance.
8. Click Create Instance.

After successfully authenticating, we give you several options for next steps. Make requests using the API docs associated with the instance, map the instance to a virtual resource, or use it in a formula template.

Authenticate Through API

Authenticating through API is similar to authenticating via the UI. Instead of clicking and typing through a series of buttons, text boxes, and menus, you will instead send a request to our /instances endpoint. The end result is the same, though: an authenticated element instance with a token and id.

To authenticate an element instance:

1. Construct a JSON body as shown below (see Parameters):

   {
     "element": {
       "key": "connectwisecrm"
     },
     "configuration": {
       "helpdesk.connectwise.username": "<INSERT_CONNECTWISE_USERNAME>",
       "helpdesk.connectwise.password": "<INSERT_CONNECTWISE_PASSWORD>",
       "helpdesk.connectwise.server.url": "<INSERT_CONNECTWISE_SERVER_URL>",
       "helpdesk.connectwise.company": "<INSERT_CONNECTWISE_COMPANY>"
     },
     "tags": [
       "Docs"
     ],
     "name": "ConnectWise_Instance"
   }
   

2. Call the following, including the JSON body you constructed in the previous step:

   POST /instances
   

   Note: Make sure that you include the User and Organization keys in the header. See the Overview for details.

3. Locate the token and id in the response and save them for all future requests using the element instance.

Example cURL

curl -X POST \
  https://api.cloud-elements.com/elements/api-v2/instances \
  -H 'Authorization: User <INSERT>, Organization <INSERT>'  \
  -H 'content-type: application/json' \
  -d '{
  "element": {
    "key": "connectwisecrm"
  },
  "configuration": {
    "helpdesk.connectwise.username": "xxxxxxxx",
    "helpdesk.connectwise.password": "xxxxxxxxxxxxxx",
    "helpdesk.connectwise.server.url": "http://api-cloudelements.connectwisedev.com",
    "helpdesk.connectwise.company": "cloudelements"
  },
  "tags": [
    "Docs"
  ],
  "name": "ConnectWise_Instance"
}
'

Parameters

API parameters not shown in Cloud Elements are in code formatting.

Example Response for an Authenticated Element Instance

In this example, the instance ID is 12345 and the instance token starts with "ABC/D...". The actual values returned to you will be unique: make sure you save them for future requests to this new instance.

{
  "id": 12345,
  "name": "API Instance",
  "createdDate": "2017-08-07T18:46:38Z",
  "token": "ABC/Dxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx",
  "element": {
    "id": 117,
    "name": "ConnectWise",
    "key": "connectwisehd",
    "description": "Add a ConnectWise Instance to connect your existing ConnectWise account to the Help Desk Hub, allowing you to manage your incidents, priorities, statuses, users, etc. across multiple Help Desk Elements. You will need your ConnectWise account information to add an instance.",
    "image": "elements/provider_connectwise.png",
    "active": true,
    "deleted": false,
    "typeOauth": false,
    "trialAccount": false,
    "configDescription": "If you do not have a ConnectWise account, you can find out more about them at ConnectWise",
    "transformationsEnabled": true,
    "authentication": {},
    "hub": "helpdesk",
    "parameters": []
  },
  "provisionInteractions": [],
  "valid": true,
  "disabled": false,
  "maxCacheSize": 0,
  "cacheTimeToLive": 0,
  "configuration": {
    "event.notification.subscription.id": null,
    "helpdesk.connectwise.company": "company_f",
    "helpdesk.connectwise.wsdl.path": "/v2015_3/apis/2.0/",
    "event.notification.callback.url": null,
    "helpdesk.connectwise.server.url": "sample.connectwisedev.com",
    "helpdesk.connectwise.username": "api1",
    "helpdesk.connectwise.password": "api1",
    "event.notification.enabled": null
  },
  "eventsEnabled": false,
  "cachingEnabled": false
}