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After successfull login, Connectwise PSA inteface will be shown as given below. |
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Click on Setup tab in the left panel. |
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Click on Setup Tables icon |
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Search for “Integrator Login” and click on it. |
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Create a new Integrator Login |
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Input integrator login settings |
| Username |
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Enter a username of your choice. |
| password |
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Enter a password of your choice. |
| Access Level |
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You must select “All Records” for Access Level |
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Note : It is essential that the Integrator Login account has “All Records” access level and the following APIs are enabled:
- Company API
- Product API
- Member API
- System API
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| Service Board |
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Select “Integration” from the drop down list |
| Ticket Callback URL |
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Enter your PSA domain details |
| Member |
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Select any available member from your connectwise account |
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Save the Integrator Login settings |
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Now “tgtest1″ will be listed in Integrator Login search page |
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