ConnectWise PSA Integration

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Prerequisites

• Petra account
• ConnectWise PSA admin permissions

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1. Create a Security Role in ConnectWise

1. In ConnectWise Manage, open the left navigation, go to System → Security Roles, and click + to create a new role. Give it a recognizable name (e.g., Petra API).
2. Set the following permissions:
   • Companies
     • Company Maintenance → Inquire Level: All
     • Contacts → Inquire Level: All
   • Finance Add: All, Edit: All, Inquire: All
   • Service Desk
     • Close service tickets → Edit: All, Inquire: All
     • Service Tickets → Add: All, Edit: All, Inquire: All
   • System
     • API Reports → Inquire: All
     • Table Setup (customize) → Inquire: All
3. Click the (customize) link next to Table Setup. In the Update Security window move all items to the Disallow list, then move the following back to the Allow list:
   • Project / Project Board
   • Service / Service Board
   • Service / Source

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2. Create an API Member

1. Navigate to System → Members → API Members and click +.
2. Fill in the profile details and assign the Security Role you created above. Save the member.

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3. Generate API keys

1. On the API Member profile, open the API Keys tab and click +.
2. Enter a description and save to generate a Public Key and Private Key. Copy the keys; the Private Key is only shown once.

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4. Link ConnectWise in Petra

1. In Petra, open Settings: https://app.petrasecurity.com/settings and click Link ConnectWise.
2. In the dialog, enter:

• Company ID (your ConnectWise company)
• Site URL (e.g., mycompany.connectwise.com)
• Public Key and Private Key (from the API Member)

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Troubleshooting

• Authentication failed: Verify Company ID, Site URL, Public and Private keys. Regenerate keys if needed.
• Permission errors: Ensure the API Member uses the Security Role configured above and is active.
• Slow connection/timeout: Wait 1–2 minutes and retry; if the issue persists, contact Petra Support.