Overview
Torii integrates with ConnectWise PSA and syncs:
- Users, including their roles, status and last used date.
- Licenses (Full, API, StreamlineIT and Subcontractor members).
- You can constantly stay updated with application information from our Integrations Page >> Integration Capabilities button >> Integration Capabilities table.
Requirements
Accounts & Permissions
To connect this integration, we require the following:
- A ConnectWise PSA administrator who can create members and security roles.
- A dedicated API Member with a custom security role that has System >> Member Maintenance >> Inquire = All. This is all Torii needs to sync users.
- To load the dropdown lists in Torii actions, add Table Setup >> Inquire to the same role.
- (Optional) To use the actions that create or edit members, add Add and Edit on Member Maintenance to the role.
Required keys
- Site - the host of your ConnectWise PSA site.
- Company ID - the company name you enter when you log in to ConnectWise PSA.
- Public key and Private key - the API keys of the API Member.
- Client ID - the ID of your integration registered on the ConnectWise Developer Network.
How to Generate the Required Values
Step 1: Create a security role
- In ConnectWise PSA, go to System >> Security Roles and create a new role, for example "Torii".
- Under System >> Member Maintenance, set Inquire to All.
- Under System >> Table Setup, set Inquire to All (needed only for action dropdowns).
- (Optional) If you will use actions that create or edit members, also set Add and Edit on Member Maintenance.
- Save the role.
Step 2: Create an API Member
- Go to System >> Members and open the API Members tab.
- Click New and fill in the required details, such as a member ID and name.
- Set the Role ID to the role you created in Step 1.
- Save the member.
Step 3: Generate the API keys
- Open the API Member and go to the API Keys tab.
- Click New, enter a description (for example "Torii") and save.
- Copy the Public key and the Private key.
Important
The private key is displayed only once. Copy it before closing the window. If you lose it, generate a new key pair.
Step 4: Find your Company ID
- Your Company ID is the Company value you type on the ConnectWise PSA login page.
Step 5: Find your Site
- Cloud-hosted ConnectWise PSA uses one of the hosts below. Enter the host only, without https:// or a path.
- If ConnectWise PSA is hosted on your own server, enter your own server host.
| Your ConnectWise region | Site to enter in Torii |
|---|---|
| North America | api-na.myconnectwise.net |
| Europe | api-eu.myconnectwise.net |
| Australia | api-aus.myconnectwise.net |
| On-premise | Your own server host |
Step 6: Get your Client ID
- Go to the ConnectWise Developer Network at developer.connectwise.com and sign in.
- Open ClientID and register a new integration, for example "Torii".
- Copy the Client ID.
How to Connect the Integration
- Go to the Integrations page in Torii.
- Search for ConnectWise PSA and click Connect.
- Enter the Site, Company ID, Public key, Private key and Client ID.
- Click Connect.
Actions
- Create ConnectWise PSA member - creates a new member. You choose the license class, security role, time zone, locations, department, structure level and work role from lists loaded from your ConnectWise PSA.
- Change ConnectWise PSA member role - changes the security role of an existing member.
- Deactivate ConnectWise PSA member - marks a member as inactive. The member is not deleted.
For any further questions, please contact Torii Support.