Creating API keys

API Keys are secure tokens that are used to allow FlashDialler to communicate with your instance of ConnectWise Manage. This is the connection method that FlashDialler will use to access your data securely.  

You will need to create a new API Security Role for the application and then connect it to an API Member (you are not charged by ConnectWise for this type of account). A "Public" and "Private" key which are both generated from ConnectWise Manage. You will need to make a note of these so you can add them to the FlashDialler setup page.  

API Security Role

To create a new API Security Role: 

Open the System Menu and select Security Roles  

Click the + sign to add a new record and name it FlashDialler. Press the Save icon to create a new role.

Permissions

Now edit the permissions as per the following images. 

Companies permissions.

Marketing permissions.

Sales permissions.

System Permissions

Click on the "Customize" link next to Table Setup in the System permissions table. Update it as per the image below. 

Time and Expense permissions.

API member account

You are now ready to create the API Member account. Open the "Members" menu item from the ConnectWise Manage "System" menu.

Select the API Members tab followed by the "+" icon.

 

Now fill in the mandatory fields which the API account needs.

  1. Profile > Member ID: Call it something like FlashDiallerAPI 
  2. Profile > Member Name: FlashDiallerAPI
  3. Profile > Email: any 
  4. Profile > Time Zone: Leave as default 
  5. System > Role ID: FlashDialler (as created above) 
  6. System > Location: Select preference 
  7. System > Level: Select preference 
  8. System > Name: Select preference 
  9. System > Business Unit: Select preference 
  10. System > Default territory: Select preference 

Save the record and then select the "API Keys" tab and click the ‘+’ icon

Provide a description e.g. FlashDialler and select the save icon. It will now generate a Public and Private key.

PLEASE NOTE: YOU MUST MAKE A NOTE OF THESE AS YOU WILL NOT BE ABLE TO DISPLAY THEM AGAIN. COPY THEM TEMPORARILY TO NOTEPAD SO YOU CAN PASTE THEM INTO FLASHDIALLER.