Configuring the BlueApp for ConnectWise

A set of ConnectWise Manage API keys are required to authenticate USM Anywhere for communications with ConnectWise Manage.

To get the API keys from ConnectWise

1. Log in to your ConnectWise Manage account using the web UI or client application.
2. Go to System > Members and click the API Member tab.

3. If you do not already have a member account that you can use for the integration, create a new (API Only) member account.

   Note: Although it is a best practice to use an API Member account for integrations, you can create API keys from your current member account. API Member accounts do not require a ConnectWise Manage License and cannot access the ConnectWise Manage UI.

   The member account that you use must have the Role ID field set to Admin.

   1. Click the icon and define the new member.
   2. Click the icon to save your changes.
4. Click the API Keys tab.
5. Click the + icon and enter a description for the Public API Key.

6. Save your changes.

   The page displays both the public and private API keys.

   Important: The private key is visible only at the time that you generate the API keys. After that, it is no longer accessible. It is a best practice to make a copy of both the public and private keys and store them in a secured location.

   

7. Copy both of the key values to be entered in USM Anywhere.

To enable BlueApp for ConnectWise functions, you must configure a connection with your ConnectWise Manage environment and define the associated customer (managed company). This connection enables the BlueApp to perform operations using the ConnectWise Manage Representational State Transfer (REST) APIs.

To configure the ConnectWise Manage connection

1. In USM Anywhere, go to Data Sources > BlueApps.
2. Click the Available Apps tab.
3. Search for the BlueApp, and then click the tile.
4. Click Configure API.

5. If you have more than one deployed USM Anywhere Sensor, select the sensor that you want to use for the enabled BlueApp.

   BlueApps operate through a deployed sensor and use APIs to integrate with the connected third-party technology. Select the sensor that can access the integration endpoint. The HTTPS connections to the API will originate from this sensor, so it is important to make sure the sensor has network access to the BlueApp API endpoints.

6. Specify the connection information for ConnectWise:

   

   • Manage site URL: Select the site you use to access your ConnectWise Manage environment.

     For example, if you access the browser version of ConnectWise Manage at https://mysite.connectwise.net, you specify mysite.connectwise.net for this option.

   • Company: Enter the company name that you use when you log in to your ConnectWise account.

   • Managed company: Enter the company identification (ID) that you want to associate with the USM Anywhere deployment.

     This is the company ID of a customer (active company) specified in your ConnectWise Manage environment. You can use the Company Search function in ConnectWise Manage to locate the correct company ID.

   • Member: Enter the name for the member account that you used to generate the API keys.
   • Board name: Enter the name for the ConnectWise board where you want to manage the created service tickets.

7. Add the public and private keys that you generated in ConnectWise Manage:

   

   • Click Change Public Key and paste the copied public key value in the text box.
   • Click Change Private Key and paste the copied private key value in the text box.

8. (Optional.) If you want to use your own Secure Sockets Layer (SSL Protocol used for transmitting private documents through the Internet. SSL works by using a public key to encrypt data that's transferred over the SSL connection. See also transport layer security.) certificate for connection to your ConnectWise environment, select the Require CA certificate checkbox and enter the certificate in the CA certificate field.

   The SSL certificate must be configured in ConnectWise. See the ConnectWise documentation for more information about ConnectWise SSL support and enablement (requires a ConnectWise University login).

9. (Optional.) If you want to synchronize assets discovered by USM Anywhere with the configurations defined in ConnectWise Manage, select the Automatically sync assets with Manage checkbox.

   When this option is selected, USM Anywhere runs an automated job every hour to update the Configurations catalog in ConnectWise Manage to add or update discovered assets.

10. Click Save.

11. Verify the connection.

    After USM Anywhere completes a successful connection to the ConnectWise Manage REST APIs, a icon displays in the Health column.

    

    If the icon displays, there is a problem with the connection. The Message column provides information about the issue. Repeat the steps to fix the configuration or troubleshoot your ConnectWise connection.