When you inform your account manager that you'd like to set up the CWM integration with AutoElevate, a support ticket will be opened. This ticket will track your integration setup and will contain information on how to send your API key information to AutoElevate securely. 

To set up an API Member key in the ConnectWise Manage console so that AutoElevate can communicate with your system via API before you install AutoElevate Agents or set up additional technicians in AutoElevate.  
 

Setup an API Member for AutoElevate in ConnectWise Manage

• In ConnectWise Manage - Go to System->Members->API Members
   
• Click on the + to add a new API Member
   
• Enter the following under the Profile Section:
  
  • Member ID = AE
     
  • Member Name = AE
     
• Enter the following under the System Section:
  • Role ID = Admin (if you would prefer not to give Admin permissions, you can assign your own custom role. Please see this article on the base permissions that are required for AutoElevate).
     
  • Level = <pick a Level – i.e. Corporate (Level 1)>
     
  • Name = <pick a Name – i.e. Corporate>
     
  • Location = <pick a location – i.e. Tampa Office>
     
• After the new API Member is saved, go to the API Keys tab (for the user). Click on the + to add a new API Keys
  
  • Type AE for the description and click Save
    
    

    Make sure you copy the keys before you leave this screen

    Wait to leave this tab/screen until you have a screenshot of the keys. Once saved, both public and private keys are displayed. Take a screenshot of these keys and document them. Once you exit this screen, you can no longer view the Private Key, and the value will be permanently inaccessible. Failure to capture the keys properly means you will have to repeat the process. 

     
     
• Send the API keys to AutoElevate using the instructions contained in the support ticket for your PSA integration.