ConnectWise Integration

You can integrate Asset Panda Pro and ConnectWise Cloud to pull device information from ConnectWise into Asset Panda. This integration ensures you have up-to-date information in Asset Panda Pro to manage your assets more efficiently.The Asset Panda and ConnectWise integration supports uni-directional data synchronization, pulling data from ConnectWise into Asset Panda.

ConnectWise is a third-party application. Asset Panda does not control updates made by ConnectWise. For information on ConnectWise, see ConnectWise resources.

You must perform the following steps to integrate ConnectWise with Asset Panda Pro:

• Generate ConnectWise API credentials: Create and configure the ConnectWise account and API credentials.

• Configure Asset Panda Integration: Configure and map the ConnectWise data fields in Asset Panda Pro.

• Ensure Data Accuracy: Ensure that the data fetched from ConnectWise is accurately mapped and stored in Asset Panda.

---

Prerequisites

• Active ConnectWise and Asset Panda Pro accounts

• Administrative permissions in ConnectWise and Asset Panda

---

ConnectWise tasks

Create a role

1. Log into ConnectWise Manage with an administrator account.

2. Navigate to System > Security Roles.

3. Click + to create a new role.

4. Enter a Role ID (for example, AssetPandaIntegration).

5. Assign the following permissions:

   • Companies > Company Maintenance: Set Inquire Level to All.

   • Companies > Configurations: Set Inquire Level to All.

   • Companies > Contacts: Set Inquire Level to All.

   • Finance > Agreements: Set Add, Edit, and Inquire Levels to All.

   • Procurement > Product Catalog: Set Inquire Level to All.

   • Service Desk > Service Tickets: Set Add and Inquire Levels to All.

6. Click Save.

---

Create an API member

1. In ConnectWise, navigate to System > Members.

2. Select the API Members tab.

3. Click +.

4. Provide the following details:

   • Member ID: Enter a unique identifier (for example, AssetPandaAPI).

   • Member Name: Enter a name (for example, Asset Panda Integration).

   • Role ID: Select the security role created earlier.

   • Level: Set to Corporate.

   • Email: Provide a valid email address.

5. Click Save.

---

Generate API credentials

1. In ConnectWise, open the newly created API member.

2. Go to the API Keys tab.

3. Click + to create a new API key.

4. Enter a Description (for example, Asset Panda API Key).

5. Click Save. The system generates a Public Key and Private Key.

6. Copy and store the keys for future use.

The Private Key cannot be retrieved later, so save the keys securely to ensure it is accessible later.

---

Asset Panda Pro tasks

Set up the ConnectWise integration

1. Log into Asset Panda Pro with an administrator account

2. Navigate to Settings > Account Management.

3. Expand the appropriate account and module.

4. Click Manage in the Integrations card.

5. In the ConnectWise tile, click Add, and then click Edit.

To ensure full access and proper functionality, the Public & Private Keys must be generated using a user with an ADMIN role in ConnectWise.

1. Enter the following details:

   • URL: Web address of the system to which you are connecting. This identifies the location of the service.

   • Company Name: Organization’s unique identifier within the connected system, which helps link your account.

   • Public Key: Unique identifier used for authentication. This key is part of a secure login process.

   • Private Key: Confidential code that, when used with the Public Key, verifies access permissions.

   • Is Self Hosted (Checkbox): Specifies whether the system runs on a private server instead of a cloud-based service.

2. Click Test and Save Connection to verify the authentication.

3. Click Add mapping.

4. In the Mapping section, map the appropriate field from ConnectWise to the relevant column in your Asset Panda Pro collection. See Configure data mapping and filtering.

5. Click Save.

---

Configure data mapping and filtering

During integration, ConnectWise fields must be mapped to the corresponding Asset Panda Pro fields to ensure accurate data synchronization. Proper mapping prevents duplication and ensures that records are updated correctly.

Custom field support

Custom fields from ConnectWise can be mapped to Asset Panda Pro fields during integration setup to sync additional business-specific information beyond the default ConnectWise fields. The integration supports custom fields for all supported external entities, including the following field types:

• Text

• Numeric

• Percentage

• Date

• URL

• Checkbox

• SSL-supported list and radio field variations

Field behavior depends on how the custom field is configured in ConnectWise. For example, date-based custom fields support date mapping only when the source system uses a date picker.

Unique identifiers

A unique identifier is a field that remains constant and is distinct for each record, ensuring accurate data syncing and preventing duplicates between ConnectWise and Asset Panda. For example:

• Use Company ID for company records.

• Use Product SKU for products.

• Use Ticket Number for service tickets.

• Use Agreement ID for agreements.

Do not use fields like Company Name, Phone, or Status as unique identifiers, as they can change over time, leading to sync errors.

You can set up an automation to ensure data stays up to date by syncing records at scheduled intervals.

ConnectWise fields

Field Name	Description	Mapping & Filtering Guidance
Address 1	Primary address of the company	Map to address fields; filter by region if needed.
Address 2	Additional address details	Optional for extended address information.
City	Company’s city location	Map to city fields; filter by city if required.
Company	Official company name	Map to company name in Asset Panda; avoid using as a unique identifier.
Company ID Unique identifier	System-generated unique company identifier	Best choice for a unique identifier.
Company Identifier Unique identifier	Alternate internal company ID	Can be used as a unique identifier, if structured properly.
Country	Country of operation	Map to country fields; filter by specific countries.
Number of Employees	Total employee count	Use for reporting; filter by size if needed.
Phone	Primary contact number	Map to phone fields; not suitable for filtering.
State	State or province location	Useful for filtering by region.
Status	Active, inactive, or other status	Filter to include only active records.
Type	Classification (for example, Client or Vendor)	Filter by type to sync relevant data.
Website	Company’s official website	Map to website fields.
Zip	Postal or ZIP code	Map to ZIP code fields; filter by location if needed.

---

Troubleshooting

Issue	Steps to Resolve
Test and Save Connection fails	Set Companies > Contacts to Inquire: All in the security role. Confirm keys were made by a ConnectWise admin. Re-check that the URL and Company Name are typed correctly. Check that the Is Self Hosted selection matches your setup (Cloud = unchecked). If the issue persists, regenerate the Public/Private Key pair.
Data missing after a sync	Set Inquire: All for the specific record type: Companies > Configurations for configs Companies > Contacts for contacts Check that mapping filters aren't excluding records (for example, Status = Active).
Duplicate records after sync	Confirm that the unique identifier is Company ID, Product SKU, Ticket Number, or Agreement ID. Do not use Company Name, Phone, or Status as the identifier.
Custom fields are blank or not syncing	Confirm the field type is supported: Text, Numeric, Percentage, Date, URL, Checkbox, or list/radio Date fields only sync if set up as a date picker in ConnectWise.