ConnectWise Integration Setup

Before You Begin

Ensure you have:

• ConnectWise Manage admin access

• Permission to create integrator logins

• Your ConnectWise site URL (e.g., na.myconnectwise.net)

ConnectWise Requirements

BrainstormMSP needs:

• Read access to Companies

• Read/Write access to Service Tickets

• Read access to Configurations

Create an Integrator Login

1. In ConnectWise, go to **System > Members > API Members**

2. Click **New**

3. Set the Member ID (e.g., "brainstormmsp")

4. Generate an API key pair

5. Note both the public and private keys

Configure in BrainstormMSP

1. Go to **Settings > Integrations**

2. Click **Connect ConnectWise**

3. Enter your ConnectWise site URL

4. Enter the Company ID

5. Enter the Public Key and Private Key

6. Click **Test Connection**

Automatic Client Sync

After connecting, BrainstormMSP will:

• Import all active companies from ConnectWise

• Create corresponding clients in BrainstormMSP

• Maintain sync for new companies added later

Review Imported Clients

1. Go to **Clients** in BrainstormMSP

2. Review the imported list

3. Archive any companies that shouldn't be tracked (internal, test, etc.)

Configure Automatic Tickets

Set up rules to create tickets when controls fail:

1. Go to **Settings > Automation > Ticket Rules**

2. Click **New Rule**

3. Select the trigger (e.g., "Control fails")

4. Configure ticket properties:

- Board and type

- Priority mapping

- Assignment rules

5. Click **Save Rule**

Example Configurations

Critical Failures:

• Trigger: Any control with severity "Critical" fails

• Board: Security

• Priority: High

• Auto-assign to security team

Backup Failures:

• Trigger: CIS 11.x backup controls fail

• Board: Operations

• Priority: Medium

• Include backup job details in description