ConnectWise

Configure SendAuth to update ConnectWise tickets when transactions are verified

ConnectWise service tickets can have notes appended when transactions are verified.

Configuration

ConnectWise configuration is limited to users with the admin role. Before enabling ConnectWise, you will need to procure an API keypair from your ConnectWise instance.

Navigate to Settings –> ConnectWise

Check Enable ConnectWise Integration.

Fill in fields with information provided by your ConnectWise admin:

Server URL - both cloud and on-prem ConnectWise is supported
Company ID - your ConnectWise company ID
Public Key - the public key part of the API key
Private Key - the private key part of the API key
API Version - if unsure, enter 2024.1

Do not share your ConnectWise credentials with other people, and never enter your API credentials into a transaction message.

Once enabled, when users request someone to authenticate, they’ll be able to enter a ConnectWise ticket ID. If provided, upon transaction verification, the ticket will have a note added with information about the authentication.

Payload

If a user named Lewis Carroll authenticates Alice Liddell who lives in San Jacinto, Texas, and whose public IP is 127.0.0.1, the note added to ConnectWise would have text:

Lewis Carroll authenticated Alice Liddell via SendAuth on 2/9/2025 15:22. 
Alice Liddell responded from San Jacinto, Texas (127.0.0.1)