Setup Overview
Setting up the ConnectWise integration involves two main steps:Creating an API Member
Set up a dedicated security role and API member with the proper permissions for Neo Agent to access your ConnectWise system.
Connecting to Neo Agent
Configure the connection between your ConnectWise system and Neo Agent using API credentials and integration settings.
Prerequisites
Before starting the integration setup, ensure you have:- Admin Access: Full administrative access to your ConnectWise system
- Security Role Management: Ability to create security roles and manage permissions
- API Member Creation: Permissions to create API members and generate API keys
- Company Information: Your exact company name as shown on the ConnectWise login screen
- System Access: Access to System → Security Roles and System → Members sections
Additional Features
ConnectWise Pod Integration
Embed Neo Agent directly in ConnectWise as a Manage Hosted API pod for seamless access within your PSA interface.