Visual Insights' ConnectWise Integration

The Visual Insights and ConnectWise Integration offers a seamless way to connect your ConnectWise data, empowering you to create dynamic, data-driven dashboards. This guide explains how to set up the integration, explore the available datasets, and leverage the key features that make it a valuable asset for enhancing your business operations.

Getting Started: Setting Up the Connector

Getting started with the ConnectWise integration is easy, just create API keys in your ConnectWise instance to enable the connection.

1. Log into ConnectWise Manage and navigate to System > Security Roles and click the "+" sign to add a new role.

   

2. Name the security role something easy to identify, such as “LG Visual Insights Data” and click Save.

3. This will take you to the Security Modules page.

   

4. Set the permissions for each row according to the chart below.

   

5. Click on the Save icon to save the Role's permissions.

   

6. Next, navigate to System > Members > API Members.

7. Click the “+” icon to add a new API Member.

   

8. Set the “Member ID” field to “LG Visual Insights Data” (no spaces) and the “Member Name” field to “LG Visual Insights Data”

9. Set the “Role ID” field to “Resplendent Read Only”.

10. Click the save icon.

11. Finally, allocate an API Key under your new API user account

    1. Click into the recently created API Member.
    2. Click into the API Keys tab.

       • Add an API Key by clicking on the "+" symbol in the submenu bar

       • Add the Description and click the Save icon to generate the Keys

       • Copy and save the Public Key and Private Key values to a secure place

         

    3. ❗️

       Private Key

       You will not be able to access these the Private Key once you navigate away from this tab.

12. Click the save icon.