This section explains how to link your integration tool to your ConnectWise PSA database.


To do this go to the following menu: Settings > Connection Settings





Setting Name
Description
Site
The complete ConnectWise PSA url address.
Company ID
The ConnectWise company id provided by ConnectWise.
UserName
The username used to connect to ConnectWise PSA.
Password
The password used to connect to ConnectWise PSA.