Before starting to connect an integration, please read:

• How Hudu pulls in information from integrations
• Enabling Integrations

The ConnectWise Manage integration allows you to sync over:

• Companies
• Configurations
• Contacts

You will need from ConnectWise Manage:

• Fully Qualified Domain name (example: support.mymsp.com)
• Company name (example: mymsp)
• Public key
• Private key

The ConnectWise Side

1. To get started, browse to your ConnectWise Manage portal and click on System, then Security Roles.
2. Then, click on the + to create a new Security Role.
3. In the Role ID field, give your new security role a name, then hit the Save Icon.
4. In the section named Security Modules for Role, you will be presented with a list of headings. Expand all the headings to easily read them.
5. You will need the following roles:

   Companies	Add Level	Edit Level	Delete Level	Inquire Level
   Company Maintenance	All	All	None	All
   Configuration - Display Passwords	None	None	None	All
   Configurations	All	All	None	All
   Contacts	All	All	None	All

   Service Desk	Add Level	Edit Level	Delete Level	Inquire Level
   Service Tickets	None	None	None	All

   System	Add Level	Edit Level	Delete Level	Inquire Level
   API Reports	All	All	None	All
   Member Maintenance	None	None	None	All
   Table Setup	None	None	None	All

   Finance	Add Level	Edit Level	Delete Level	Inquire Level
   Agreements	None	None	None	All

6. Hit Save. 
7. You now need to create a member in ConnectWise that uses this role. 
8. Navigate to System -> Members -> API Members
   1. Add a new API Member with the following:
      1. Member ID: Choose a valid id to describe the user (for example, Hudu API Integrator)
      2. License Class: API 
      3. First Name and Last Name: Choose any First and Last name
      4. Time Zone: Choose a time zone for the user (see here for more info)
      5. System
         1. Role ID: Choose the Security Role we created earlier.
         2. Level. We strongly recommend choosing the highest level of access (e.g. Level 1).
         3. Name. Corresponds to the level, for example Corporate.
9. Create an API key for the user, and plug it in to the corresponding fields in Hudu.

Matching

Before contacts and configurations will be added into Hudu, you must have an Asset Layout for both of them already created. Make sure the Asset Layout is active. Otherwise, the Asset Layout will not be displayed in the companies.

Options

You have the option to skip importing:

• Inactive Companies. If you don't skip inactive companies, then they will automatically arrive in Hudu as archived companies.
• Contacts. You can choose to skip.
• Configurations. You can choose to skip.
• Certain Configuration Types. You will need to run one import (with no companies matched) before you have the option to skip certain configuration types. 

Matching companies

Hudu's import works in two stages. First, Hudu will look for companies to match in to Hudu. We will attempt to match them with companies already in the system. Then, you will need to match companies before attempting to bring in any company information.

Setting up Automatic Links to Hudu in ConnectWise Manage

Once companies are imported into Hudu, you can then add a link back to Hudu from ConnectWise Manage.

1. In the CW Manage Dashboard, navigate to System -> Setup Tables.
2. Click on Links
3. Create a New Link with the following:
   1. Link Name: Hudu
   2. Table Reference: Company
   3. Link Definition: https://[YOUR_HUDU_URL]/api/v1/companies/jump?integration_id=[companyrecordid]&integration_slug=cw_manage
4. Save it. When in a company, you will now see under the Links: