ConnectWise Integration Requirements

Modified on Wed, 19 Aug at 9:16 AM

Overview

To enable Varibill to post invoices and credit notes to your ConnectWise Manage account, you must provide the details below. All items are required.

API Connection Credentials

These are generated in ConnectWise Manage under an API Member (System → Members → API Members). The public and private keys are shown once when created, so record them securely.

Field	Description
API Host	The URL of your ConnectWise region, e.g. https://api-eu.myconnectwise.net
Company ID	Your ConnectWise company identifier used at login.
Public Key	The API Member public key.
Private Key	The API Member private key.

Warning! Public and private keys are treated as sensitive credentials and are stored securely. Do not share them via email. Use a secure credential-sharing service such as Password Pusher to transmit keys to Varibill.

Posting Settings

Varibill references the following settings by name, so each must already exist in your ConnectWise account exactly as named.

Setting	Description
Location Name	The ConnectWise location invoices are posted against.
Invoice Template Name	The invoice template to apply (e.g. “Invoice”).
Billing Status Name	The billing status to set on posted invoices (e.g. “New”).

Data Alignment

For invoices to post successfully, the following records must already exist in ConnectWise and match the corresponding values in Varibill.

ConnectWise Record	Must Match
Company	The company identifier must match the billing account number in Varibill.
Catalog / Product Items	Each billed product must exist as a catalog item whose identifier matches the account code or inventory code in Varibill.