Configuration

Prerequisites Checklist

• ☐ ConnectWise Company ID
• ☐ Public Key (generated in ConnectWise)
• ☐ Private Key (generated in ConnectWise)
• ☐ Member ID (API member)
• ☐ ConnectWise instance URL
• ☐ Admin access to Field Nation integrations

Step 1: Generate ConnectWise API Keys

Step 2: Access Integration Broker

Sandbox: ui-sandbox.fndev.net/integrations Production: app.fieldnation.com/integrations

Select "ConnectWise" connector

Step 3: Configure Connection

Instance URL

Format:

https://api-{region}.myconnectwise.net/v4_6_release/apis/3.0

Regions:

• na - North America
• eu - Europe
• au - Australia
• staging - Staging environment

Example: https://api-na.myconnectwise.net/v4_6_release/apis/3.0

Authentication Credentials

Company ID: Your ConnectWise company identifier

Public Key: API public key from Step 1

Private Key: API private key from Step 1

Member ID: API member's ID for impersonation

Client ID (optional): FieldNationIntegration

Entity Configuration

Table: service/tickets (most common)

Other options:

• project/tickets
• sales/opportunities

Step 4: Test Connection

Click "Test Connection" → Verify success

Common Errors:

Step 5: Refresh Fields & Configure Mappings

Click "Refresh Fields" → Map fields:

Inbound:

summary → title
initialDescription → description
status.name → status_id (Array Map)
priority.name → priority (Array Map)
company.name → location.company.name

Outbound:

status.name → status (Array Map)
completion_notes → internalAnalysis

Field mapping guide →

Step 6: Save & Get Trigger URL

Save configuration → Copy trigger URL for ConnectWise callback setup