Prepare ConnectWise Manage for Integration in the MTP

Prepare ConnectWise Manage before integrating with your JumpCloud environment. The ConnectWise Manage integration is used to integrate ConnectWise Manage with the Multi-Tenant Portal (MTP). This MTP integration keeps Managed Service Provider (MSP) Admins informed on costs and product usage, and provides alerts on actionable incidents in JumpCloud.

ConnectWise Manage Prerequisites:

• Create a security role with only the permissions needed for the integration.
  • This will minimize any risk if the keys were to be accessed by unauthorized parties.
• Create an API member to assign to the security role you just created.
• Generate API keys from the API member.
• You need the ConnectWise Manage base URL and your Company ID used to log in.
• This integration works by mapping your JumpCloud organizations to your ConnectWise Companies, and specifying the Agreement and Product Addition you use to represent your JumpCloud product in your catalog. This means that for every company you want to synchronize, you need:
  • An active Agreement assigned to the Company
  • A Product Addition assigned to the Agreement that represents the JumpCloud product

Considerations:

• Since JumpCloud uses the “High Water-Mark” for billing, the Quantity field will be updated with the current High Water-Mark for the month, and the Cost per Seat will be updated with your current cost per seat for the “mapped” JumpCloud Organization.
• Updates occur daily at 12 PM EST, you may have to check back the next day for the integration to appear after it’s been configured. 

Prepare the ConnectWise Manage Integration with JumpCloud

To create a new security role:

1. Log in to your ConnectWise Manage account and go to System > Security Roles, then click the ‘+’ to create a new security role. 
2. Name the role and assign the proper permissions to access Companies, Agreements, and Additions.
3. Click on Companies > Company Maintenance, then under the Inquire Level, select the dropdown menu option All instead of None. 
4. Click on Finance > Agreements, under Edit Level, select the dropdown menu option All instead of None. Then under Inquire Level, select the dropdown menu option All instead of None. See the Minimum permissions required below.
5. Click the save icon at the top.

Minimum Permissions Required:

To create an API Member:

1. Under System, go to Members > API Members, then click the ‘+’ to create a new API Member.  
2. Fill out the required information for the member, then under System > Role ID*, select the security role that you created in the previous section.
3. Click the save icon at the top.

To generate API Keys:

1. Under System, go to Members > API Members, select the JumpCloud Member API you created in the previous section. Go to API Keys and click the ‘+’ to generate a new key. 
2. Add a Description and click the save icon at the top.
3. Once saved, it generates a Public Key and a Private Key.

To ensure there are corresponding Agreements and Product Additions for mapping company data:

1. In the left navigation menu, click on Companies and select the Company you want to edit from the list. 
2. Click on Agreements, and select the one you want to view the Additions for. 
3. Click on Additions and make sure you have a JumpCloud Product addition listed. This allows you to map to this addition in the MTP.

To set up Automatic Ticketing in your ConnectWise Manage Account:

1. Log in to your ConnectWise Manage account and go to System > Security Roles, then click the ‘+’ to create a new security role.
2. Name the role and assign the proper permissions to access Companies, Agreements, and Additions.
3. Click on Companies > Company Maintenance, then under the Inquire Level, select the dropdown menu option All, instead of None.
4. Click on Finance > Agreements, under Edit Level, select the dropdown menu option All. Then under Inquire Level, select the dropdown menu option All. Minimum permissions are required.
5. Click on Service Desk > Service Tickets, under Add Level, select the dropdown menu option All.
6. Click on Service Desk > Service Tickets, under Edit Level, select the dropdown menu option All.
7. Click on Service Desk > Service Tickets, under Inquire Level, select the dropdown menu option All.
8. Repeat steps 5 – 8, with Close Service Tickets and Service Ticket – Dependencies.

Interested in our other Integrations? Learn more:

• Integrate Autotask PSA in the MTP
• Integrate Syncro PSA in the MTP

Not seeing an integration you want? You can request one in the Integrations tab in the MTP.