1. Create User Security Role
In ConnectWise, go to System, then Security Roles. Click the + icon to create a new role. Add "ZenContract" into the Role ID field, then click Save.
You will be redirected to the Security Modules window.
Enter the required Security Roles as listed here:
COMPANIES
Company Maintenance - Inquire Level > ALL
Contacts - Inquire Level > All
Manage Attachments - Inquire Level > All
Manage Attachments - Add Level > All
Team Members – Inquire Level > All
FINANCE
Agreements – Add Level > All
Agreements – Inquire Level > All
Invoicing – Inquire Level > All
PROCUREMENT
Product Catalog - Inquire Level > All
Products – Add Level > All
Products – Edit Level > All
Products – Delete Level > All
Products – Inquire Level > All
PROJECT
Project Headers – Inquire Level > All
SALES
Closed Opportunity – Inquire Level > All
Opportunity – Add Level > All
Opportunity – Edit Level > All
Opportunity – Inquire Level > All
Sales Orders – Inquire Level > All
SYSTEM
Member Maintenance – Inquire Level > All
My Company – Inquire Level > All
Table Setup – Inquire Level > All
2. Create API Member
Go to System, then Members. Click on the API Members tab at the top of the page.
Click the + icon to create a new API Member. You can use "ZenContract" as the Member ID and Member Name. In the System Role ID field, choose the Security Role you created in step 1. Click save.
3. Create a Public API key in ConnectWise
In the API Member you created in step 2, go to the API Keys tab.
On the far left, click on the + symbol to add a new API key.
Give the key a name (eg "ZenContract") and click the black save icon (to the right of the + symbol).
The Public and Private keys will appear ONLY ONCE. Make sure to copy and paste that key to a separate area, like Notepad or Word, for later usage. This will not be accessible later so DO NOT MISS THIS STEP.
4. Copy your ConnectWise Company ID
Your ConnectWise Company ID is the company identification code that ConnectWise created when you joined. Hover your mouse over the System icon in the lower left menu, and choose My Company in the menu.
Scroll down to find Miscellaneous Options.
In the field "Customer Portal URL Override", select the text to the right of the / symbol. Copy this ID number.
5. Add your API details to ZenContract
Log into your ZenContract account, and click on the Admin/Settings item in the main menu.
Click on the Integrations tab and choose the ConnectWise sub-tab.
Paste the Company ID you have copied from ConnectWise into the Company ID field. Then, select the Public and Private API keys that you copied earlier from ConnectWise and paste them into the fields. Paste your ConnectWise Site domain into the 'Instance URL' field
NOTE: only add the domain, not the full URL e.g., 'aus.myconnectwise.net' not 'https://aus.myconnectwise.net'
Click the blue Save Changes button. A "test connection" pop-up will appear. Click on the blue OK button to test the connection.
If the connection fails, your details will be saved in ZenContract, but you may have to edit them before you click the blue Save Changes button and try again.
If the connection has worked, you will receive a green Connection Success message at the top of the screen, and the ConnectWise logo will appear in the top left. However, you may need to log out and log back into your account for the changes to take effect.