Connectwise

Setting Up For Field Nation First, you will need to enter in your company. Second, for the Username and Password, you can either use an API user or an actual user. If utilizing an actual user, enter their credentials here. If using an API user, enter the Public Key for the Username and Private Key for the Password. The public and pivate key need to be generated for this particular user. »

To integrate ConnectWise with the Field Nation Platform: Setting Up in Connectwise You will need to create an API member or utilize a regular member for the connection. The API Keys, regardless of membership, will be available in the tabs when going to Setting => Members For the role, if possible it is recommended that you use the Admin role. If that is not possible, you should create a new role that has access to CWCompany, CWDocumentInfo, CWProject, CWScheduleEntry, and CWTicketNotes. »