ConnectWise PSA

What You'll Need

• Access to retrieve ConnectWise Manage API credentials.
• Admin or super-admin user role within Hudu.

Integration Features

• Companies

  • Create client spaces in Hudu directly from ConnectWise Manage companies, or merge them into existing client spaces.

• Contacts

  • Sync contacts from ConnectWise Manage and organize them into asset layouts of your choice (such as People, Contacts, or Client Employees).

• Configurations

  • Pull configuration data from ConnectWise Manage and automatically sort it into asset layouts based on your sync rules and primary location settings.

• Agreements

  • Sync active agreements to provide visibility directly within Hudu client spaces.

• Locations

  • Import locations from ConnectWise Manage and associate them with the appropriate client spaces in Hudu.

What Hudu needs from ConnectWise 

• ConnectWise Domain
• Company
• Public Key
• Private Key

Obtaining the ConnectWise Information

• Navigate to your ConnectWise Manage portal.
• Click on System → Security Roles → (( + )) to create a new security role.
• In the Role ID field, give your new security role a name, then click the Save Icon.

• In the section named Security Modules for Role, you will be presented with a list of headings.
  • Expand all the headings to help easily read them.
• You will need the following roles:

• Hit Save.
• You now need to create a member in ConnectWise that uses this role.
• Navigate to System → Members → API Members.
  • Add a new API Member with the following:
    • Member ID: Choose a valid ID to describe the user (for example, HUDU API Integrator)
    • License Class: API
    • First Name and Last Name: Choose any first and last name.
    • Time Zone: Choose a time zone for the user (see here for more info).
    • 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".
• Create an API key for the user, and enter it into Hudu exactly.
  • Copy your CW Manage domain and company name and paste them into Hudu.
    • This should follow the format: support.mymsp.com
    • Do not include "HTTPS:" or any "/"
    • Company name (example: mymsp)
  • Copy the public and private keys from ConnectWise and paste them into Hudu.
• Save the settings.

• Start the sync. After inputting all settings and ensuring the connection was successful; start the sync to push initial data to Hudu from ConnectWise Manage (this is required before moving on).

Enabling the Integration

• Navigate to Hudu admin area >> Integrations.
• Select ConnectWise Manage from the list.

Setting up the Integration in Hudu

Step 1. Connect to ConnectWise

• Enter Fully Qualified Domain
  • Do not include https
• Enter ConnectWise Company
• Enter Public Key
• Enter Private Key

• Select Default Asset Layouts

  • Choose asset layouts (must be active asset layouts) from the list to designate as the default asset layouts

  • They store information that is pulled in but not explicitly mapped to another asset layout

• The ConnectWise integration requires three default asset layouts:

  • Contacts
  • Locations
  • Configurations

Step 2. Choose Data Types to Skip and Other Options

• Select the categories of ConnectWise data you want to skip importing into Hudu (optional)

• Select any additional options (optional):
  • Auto-update names of Assets - If name is changed in ConnectWise, the name will automatically be updated in Hudu
  • Do not update basic company details - This will prevent the company details from being changed in Hudu if they are changed in ConnectWise
  • Match assets on primary serial - This option tells ConnectWise to match devices using their primary serial number. It helps ensure that assets are correctly identified and reduces the chance of duplicates when device names or other attributes change.

Step 3. Test connection and run initial sync

• Navigate to the Integration Overview page

• Click Test Connection

• If the test is successful, start an initial sync

Step 4. Select company and configuration types to skip (optional)

Step 5. Choose Layouts For Configuration Types

• Add Sort Rules

  • Sort Rules determine how data types from ConnectWise are mapped to asset layouts in Hudu

  • They let you define specific rules that control where each asset type is placed

  • Any asset types imported without an assigned Sort Rule will automatically be placed into the default asset layout

  • Asset layouts used for Sort Rules can be created ahead of time in the Hudu admin area (Admin → Asset Layouts) and must be marked as Active

  • You can also create new asset layouts directly from this section if neededf

• Save the Settings

Step 6. Run a second sync

• Stop and restart the sync to pull in ConnectWise Companies

• Companies are added to the Matched Companies List for the integration

  • Before ConnectWise companies (and their associated data) can be imported into Hudu, they must be matched to:

    • Existing companies already in Hudu, or

    • New companies created during the matching process

    • Hudu recommends matching one company first to verify data imports correctly

• To access company matching:

• Navigate to Hudu Admin → Integrations

• Locate ConnectWise PSA

• Click into the integration

• Click Match Companies

• For each company, choose one of the following options:

  • Match the company to an existing Hudu client

  • Create a new Hudu client from the ConnectWise Manage company

  • Leave the company unmatched (the company and associated data will not be imported)

• Save the Settings

Step 7. Run a final sync

• Stop and restart the sync to pull in:
  • Agreements
  • Configurations
  • Contacts
  • Locations

Setting Up Automatic Links

• Navigate to the CW Manage dashboard >> System >> Setup Tables.
• From the Category drop-down list, select General.
• Click Links from the Tables drop-down list.
• Click the (( + )) to create a new link with the following:
  • Link Name: Hudu (the name that you want to appear in drop-down menus)
  • Table Reference: Company
  • Link Definition:
    • https://mywebsite.example.com/links/connectwise/org/[companyrecordid]
    • Ensure that you replace mywebsite.example.com with your Hudu URL
  • Click Save and Close.
• Now in ConnectWise, when inside a company that is being synced to Hudu, you can select Hudu from the drop-down list of links (as shown).

FAQ