This guide covers the ConnectWise-specific steps for creating API credentials and connecting to Strategy Overview. For the common setup steps that follow (mapping types, importing companies, importing configurations), see Configuring Your PSA Integration.
If your ConnectWise environment requires IP whitelisting, add the Strategy Overview IPs first. See the IP Allow List article.
Create a Security Role
Go to System > Security Roles > Add Role
Role ID: StrategyOverview
Set the following permissions (leave everything else at None):
Category | Permission | Add | Edit | Delete | Inquire |
Companies | Company Maintenance | - | - | - | All |
Companies | Configurations | - | All | - | All |
Companies | Contacts | - | - | - | All |
Companies | Manage Attachments | All | - | - | All |
Companies | Notes | - | - | - | All |
Service Desk | Service Tickets | - | All | - | All |
System | Member Maintenance | - | - | - | All |
System | Table Setup | All | - | - | All |
Create an API Member
Go to System > Members > API Members tab > Add Member
Member ID: strategyoverview
Member Name: Strategy Overview
Role ID: StrategyOverview (the role you just created)
Level: Corporate
Save
Go to the API Key tab and click Add
Description: Strategy Overview
Save
Copy your Public Key and Private Key. Once you leave this page, the private key won't be visible again. You can always create a new API key if needed.
Add the Integration in Strategy Overview
Go to Settings > Integrations > Add Integration > ConnectWise PSA
Server Domain Name: Your ConnectWise URL (e.g., https://cwmanage.yourmsp.com)
Company ID: From your ConnectWise login screen
Public Key: From the API member you created
Private Key: From the API member you created
Click Add Integration
Once the integration is added, follow the common steps in Configuring Your PSA Integration to map types, markets, statuses, and import your companies and configurations.
Next step: Configuring Your PSA Integration