Setting up ConnectWise Manage API Key authentication

This is a required step for the integration to work.

Creating an API member

1. In ConnectWise Manage, go to System -> Members -> API Members.

2. Click + to create a new API member.

3. In the Member ID field type HeyHappy.

4. In the Member Name field type HeyHappy API.

5. Enter an email address (this should be a working email address at your company).

6. Under System, select the Role ID HeyHappy (if you have not created this yet, you can do it here). If you do not want to create a custom role, then use the Admin role.

   
7. In the Service Defaults section, you can block the member from accessing certain boards by adding them to the Restrict Board Access field. This means HeyHappy will not be able to inquire ticket details from those boards.

8. Click Save.

Creating an API Key

1. Open the API member created for HeyHappy in the step above, and click the API Keys tab.

2. Click + to create a new API key.

3. For description enter HeyHappy, then click Save.

Once you click Save, you will see the Public Key and Private Key. Copy these keys to a secure location as you will need them in the next step. Note, you will only be shown the Private Key one-time.

Entering the API Key into HeyHappy

1. In HeyHappy, go to Settings -> Integration Settings -> ConnectWise Integration.

2. Fill in the fields with your Company ID, Public Key, Private Key, and Location.

3. Click Test API Connection button. If successful, you will see a "ConnectWise API Connection Successful" message.

Finally, proceed to adding a HeyHappy survey to ConnectWise Manage.