Requirements 

• Available to all Crewhu plans
• A Connectwise license and permissions to "add" API members
• Access to edit Crewhu survey settings

Integration Description

The Connectwise REST API has been updated from their older SOAP API. Crewhu development associated with our Connectwise integration will use only the Rest API starting in March 2018.  

New Crewhu Clients 

Follow the instructions below to activate your Connecwise Integration using REST.

Existing Clients 

You will change your "Integration Partner" from Connectwise to Connectwise REST.

Important:
It is necessary to replace the Crewhu snippets after the switch from SOAP to REST. For specific instructions about pasting the snippet into the appropriate notification template in Connectwise click on Connectwise Onboarding Guide V 2.0

Before you change the integration partner and snippets, follow the same instructions below to create a "Public" and "Private" key that will be necessary to activate your Connectwise integration using REST.

4 Steps to activate integration

1. Create a role ID and set permissions
2. Create an API member called Crewhu
3. Generate the public and private keys
4. Activate integration
   

Create a Role ID in Connectwise

1. Create a role ID in Connectwise for Crewhu REST API.  The role ID will define what permissions Crewhu will need.
   
   Go to Systems > Security Role and press the "+" button and name role ID "Crewhu"- configure security role called "Crewhu."
   
   
   
   
2. Create access to the following Security Role in Companies dropdown:
   
   Companies > Company Surveys - Add, Edit, Delete and Inquire Level: All
   
    
   
   
3. Create access to the following Security Role in Service Desk dropdown:
   
   Project > Project Tickets - Add, Edit, Delete and Inquire Level
   
   
   
   
4. Create access to the following Security Role in Service Desk dropdown:
   
   Service Desk > Close Service Tickets - Add, Edit Delete, and Inquire Level: All 
   
   Service Desk > Service Tickets - Add, Edit, Delete and Inquire Level: All
   
   
   
   
5. Create access to the following Security Role in System dropdown:
   
   System > API Reports - Inquire Level: All 
   
   System> Table Setup - Add, Edit, Delete and Inquire Level: All (nothing is required in the customize button)
   
   
   
6. Click save
   
   

Create an API member called  Crewhu

1. In Connectwise, go to System > Members > API Members tab then press “+”.  
   
2. Fill in the required API Login fields. The fields in bold are mandatory:

Profile:

System:

Service Defaults:

Generate Public and Private Keys

1. System > Members >API Members > Click Crewhu (API Member) > API Keys tab Click "+" > type "Crewhu in description.
   
   
   
2. Click "Save the "Public Key" and "Private key."  (*note: The private key is only available at the time the key is created.  Please save the keys on a text editor to use in next step).
   
   
   
   
   

    

Activate Integration

1. Log into your Crewhu account
   
   
2. Go to Settings > CSAT Survey
   
   
   
3. Choose integration partner "Connectwise (REST)" & add the following:
   
   
1. Integrator server
2. Company Name
3. Public Key - copy key you just created and paste into Crewhu
4. Private Key - copy key you just created and paste into Crewhu
   
   
4. Test Integration.  If successful, click "Save."
   
   
   

Once your Connectwise REST API is activated you will have access to all features available in your plan that utilizes the Connectwise REST API.