This document will show how a HacWare partner will create an integration between HacWare’s partner portal and ConnectWise Manage. It is assumed that the HacWare partner has completed the partner request and onboarding process and has credentials to login to HacWare via this URL: https://hacware.com/api/auth/partner-login.
Configuring ConnectWise Manage
You will need to configure some Security roles and create an API member to connect your HacWare account to your ConnectWise Manage account. To make these configurations, you will need to be a ConnectWise Manage administrator with permissions to manage security roles and members.
Add a Manage Security Role
Login into your Manage portal, and select the System menu item in the left hand menu. Under System, select Security Roles. Now click on the ‘+’ sign on the top left of the page, and this will allow you to create a new security role. Name this role “HacWareAPI”, and then click on the Save Icon. This will take you to the Security Modules page where you will specify which roles this API will have.
You will need to select the following roles:
Companies - Company Maintenance
Inquire Level All
Finance - Agreements Invoicing
Add Level All, Edit Level All, Inquire Level All
Finance - Agreements
Add Level All, Edit Level All, Inquire Level All
Finance - Invoicing
Add Level All, Edit Level All, Inquire Level All
Procurement - Product Catalog
Add Level All, Edit Level All, Inquire Level All
Procurement - Products
Add Level All, Edit Level All, Inquire Level All
Service Desk - Service Tickets - Dependencies
Add Level All, Edit Level All, Inquire Level All
Service Desk - Service Tickets
Add Level All, Edit Level All, Inquire Level All
System - Custom Menu Entry
Add Level All, Edit Level All, Inquire Level All
System - Table Setup (Customize with General/Custom Menu Entry)
Add Level All, Edit Level All, Inquire Level All
Add an API Member
On the System menu, under Security Roles, select the Members menu item. On the tabs at the top of this page, select API Member, and then click on the ‘+’ sign on the top left of the page to add this new API Member. Use HacWareAPI as this new API Member’s Member ID, specify HacWareAPI for the Role ID, fill in the remaining required fields, and then save this new member’s data.
After the API Member has been created, select it from the list of members, and then select the API Keys tab. In the upper corner of the page click on the ‘+’ icon to create a new set of API keys. Name this key HacWareCW.
When you save this data, save the Public and Private Keys as you will need them to integrate with HacWare.
Login to HacWare
In another browser window, use the username provided by HacWare, and the password that you created to login to HacWare: https://www.hacware.com/api/auth/partner-login.
Connect to Manage
After the HacWare partner has logged in, they will see an Integration menu item in the left side menu panel under Developer Resources. When they click on this menu item, they will see the integration dashboard shown below.
The initial connection status will be ‘Disconnected’. When they click on the edit icon, they will see a form where they can enter their Manage credentials. The credentials we require are the Base URL used to call the APIs on their behalf, the Company ID, the Public API Key, and the Private API Key. The connection form is shown below.
After the partner has entered their credentials, we validate them, and if we are able to call Manage’s MySecurity API endpoint, we encrypt and store the credentials in our database.
Default Settings Selection
Once the partner is able to connect to Manage, they may click on the green Edit button above the settings data. The default values include the Default Service Board, the Default Agreement Type, and the Default Product. Any of these options can be searched for in the ConnectWise Settings view as shown below.
Once these selections have been made, they are displayed in the Integrations view.
Mapping a HacWare Tenant to a Manage Company
After the Default Settings have been configured, the HacWare partner may now map their HacWare tenants to their companies in ConnectWise Manage. They initiate this mapping by clicking on the green Create button above the Mappings data. When they click on Create, they will see this screen.
They will then select the HacWare tenant and the company in Manage that they would like to map. The partner may use the Default Agreement and the Default Product, or they may override either of those selections. When they have made these selections, they will click on Next and are taken to this screen.
The partner will select the agreement from the list of available options. If no agreements have been created, they will be instructed to go to Manage and create an agreement. When they click Create, the company will be mapped and the mapping will be added to the list of mappings on the bottom of the page. The partner will be able to expand the mapping details by clicking on any of the mappings in the list and they will see this view.
When the mapping occurs, the partner can navigate to ConnectWise Manage, display the mapped company, view the company’s Agreement and view the Addition that HacWare created. There will also be a service ticket created which provides additional onboarding steps they will need to take.
HacWare's ConnectWise Manage Integration is certified via the ConnectWise Invent Program. If you need assistance with creating API members or integration setup please send a note to Help@ConnectWise.com and the ConnectWise Manage support team can assist. For any other questions with this integration, please contact the HacWare team directly to resolve any issues.
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