This integration syncs Level devices into ConnectWise PSA as configurations and routes Level monitor alerts to ConnectWise service tickets. Setup happens in ConnectWise first (security role, API member, API keys), then in Level (credentials, group mapping, ticketing), then you flip the switch to go live.

The Connectwise PSA integration requires configuring a "Sicherheit Role" within Connectwise. This role must be given the proper permissions so that Level is able to create configurations, types, and tickets.

1. Go to Einstellungen > Sicherheit Roles

2. This will show you a list of security roles that have already been created. Klicken Sie auf die "+" symbol to create a new role for Level:

3. Give the new security role a name, such as "Level". Klicken Sie auf die save icon:

4. You will be taken to a list of all available permissions. Level only needs a small subset of these. You will need to set permissions under "Companies", "Service Desk", and "System":

5. Specifically, Level will need the following permissions:

Companies:

Service Desk:

System:

6. Klicken Sie auf die save icon to persist the changes:

Connectwise uses API Members to contain API keys.

1. Go to System > Members > API Members

2. Klicken Sie auf on "API Members":

3. Klicken Sie auf die "+":

4. Fill out the required fields and make sure to select the security role we created in the previous step as the "Role ID":

5. Klicken Sie auf die save icon to persist your changes:

1. From the newly created API Member, go to "API Keys":

2. We need to create an API key that Level can use. Klicken Sie auf on the "+" icon:

3. Give the key a "Description" and click the save icon to generate the keys:

4. Make note of the "Public Key" and "Private Key", we will use these in Level:

1. Go to Einstellungen > Integrationen

2. Klicken Sie auf on the Connectwise PSA integration:

3. Complete the four configuration fields:

​​ConnectWise PSA URL
The ConnectWise PSA URL. This URL can point to an on-premises or cloud location and should include the appropriate protocol. For example: https://connect.mycompanydomain.com.
​
​Company
Your company name that you use to log in to your ConnectWise PSA account.
​
​API Keys
The public and private keys we generated in the previous steps.

4. Klicken Sie auf die "Speichern changes" button:

5. Press "Test connection" to make sure your settings are working:

Level will create configurations in Connectwise based on your group mappings. You can choose any group or subgroup in Level and match it with a company and site combo from Connectwise.

1. Go to Gruppe Mapping:

2. Klicken Sie auf "Hinzufügen new groups" to select the Level groups to map to Connectwise sites:

3. Wählen one or more groups and click "Hinzufügen new groups":

4. Wählen a Connectwise company type and status and click "Load Connectwise Companies" to fetch the subset of companies you want to pick from:

5. Wählen a Connectwise company for the first mapping:

6. Wählen Sie the Connectwise site:

7. Repeat for every row and click "Speichern" when finished:

Level can map alerts to Connectwise tickets. We just need to choose which monitor policies should create tickets, as well as which service board the tickets should appear on.

1. Klicken Sie auf on "Ticketing":

2. Wählen Connectwise service boards for each policy that you wish to map:

3. When finished, click "Speichern changes" at the bottom of the page:

1. Klicken Sie auf die "Deaktivierend" toggle:

2. This will immediately begin sending devices and alerts. You can see the group mappings change from "Unsynced" to "Syncing" and eventually to "Synced":

3. If you want to follow the progress, or troubleshoot an issue, navigate to the "Events" tab to see a real-time list of requests being sent to Connectwise: