Connectwise

Configuration

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

Workflow

To integrate ConnectWise with the Field Nation Platform: Setting Up Memeber You will need to create either an API member and 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. »