Create an API member and API keys in ConnectWise

To create an API member and generate API keys:

STEP 1. Configure the new role for the integration with x360Cloud:

1.1.  Log in to ConnectWise.

Open Security Roles from the System menu.

1.2.  On the Security Roles page, click the plus icon to create a new role.

1.3.   Click the newly-created role link. This will open the Security Modules configuration page for that new role.

1.4. Assign the following permissions to the new role: 

Under Companies:

Under Service Desk:

STEP 2. Customize the table setup

Next,  under System, select the link for Table Setup (customize) 

After you click the customize link, make your choices here:

STEP 3. Create the new member

3.1. Log in to ConnectWise and open the System menu.

3.2. In the System menu, click the Members link.

3.3. On the Members page, click the API Members tab.

3.4. Click the plus icon to create a new API member:

3.5. In the Member ID field, enter Axcient.

3.6. In the Role ID field, select the role you created in step #1.2

3.7. Click the Save icon but do not close the window. 

After you click the Save icon, you will be given access to the API Keys tab:.

STEP 4. Create the new API key

4.1. Click the API Keys tab

4.2. Click the plus icon to create a new API key:

4.3. In the Description field, type x360Cloud.

4.4. Click the Save button but do not close the window.

4.5.  Record the public key and private key before you close the window. 

You will not be able to view the private key again after this window is closed.

 SUPPORT | 720-204-4500 | 800-352-0248

• Contact Axcient Support at https://partner.axcient.com/login or call 800-352-0248
• Free certification courses are available in the Axcient x360Portal under Training
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