# ConnectWise Integration

- [Create a custom security role in ConnectWise Manage](https://docs.heyhappy.io/setup/connectwise-integration/create-a-custom-security-role-in-connectwise-manage.md): This step is optional but is recommended as best practice.
- [Setting up ConnectWise Manage API Key authentication](https://docs.heyhappy.io/setup/connectwise-integration/setting-up-connectwise-manage-api-key-authentication.md): This is a required step for the integration to work.
- [Adding a HeyHappy survey to ConnetWise Manage](https://docs.heyhappy.io/setup/connectwise-integration/adding-a-heyhappy-survey-to-connetwise-manage.md): HeyHappy provides a special code snippet that you can paste to a service board in ConnectWise.


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