Connect ConnectWise Manage to Optimize365
Written by Owen Parry
Updated at November 12th, 2026
Overview
Connect your ConnectWise Manage instance to Optimize365 to import your client data automatically and streamline Microsoft 365 security scanning across your managed tenants. Once connected, Optimize365 can:
- Automatically discover all your client tenants
- Open tickets
What You Need
You'll create the following in ConnectWise and enter them in Optimize365:
-
ConnectWise URL — your ConnectWise Manage URL (e.g.,
https://api-na.myconnectwise.net/) - Company ID — your ConnectWise company identifier
- Public Key — API public key created in ConnectWise
- Private Key — API private key created in ConnectWise
Set Up ConnectWise
Step 1: Create a security role and set permissions
Log in to ConnectWise Manage as an administrator.
Go to System > Security Roles and click + (New Item).
Enter a Role ID (e.g., optimize365) and click Save.
Go to Companies > Company Maintenance.
Under Inquiry Level, select All.
Click Save.
Step 2: Create an API member
Go to System > Members.
Click API Members, then click + (New Item).
On the Profile tab, fill in the required fields: Member ID and Member Name.
Under the System section, select the Role ID you created in Step 1 (e.g., optimize365), and fill in any other mandatory fields your company configuration requires.
Step 3: Generate API keys
While viewing the API member, open the API Keys tab and click + (New Item) to create a key.
Save both the Public Key and the Private Key.
Important: The Private Key is shown only once. Save it in a secure location.
Click Save on the API member.
Connect ConnectWise in Optimize365
In the Optimize365 platform, go to Integrations and click the ConnectWise toggle.
Enter the values from the previous steps — ConnectWise URL (e.g., https://api-na.myconnectwise.net/), Company ID, Public Key, and Private Key — and click Connect.
Confirm the integration shows as Active.
Troubleshooting
The integration won't connect or isn't Active
- Verify that every credential you entered is correct.
- Make sure the API member has sufficient permissions in ConnectWise.
- Verify your ConnectWise instance is accessible from external services.
- Check the ConnectWise API logs for error messages.
You lost the Private Key
The Private Key is shown only once. Generate a new key on the API member's API Keys tab and enter the new pair in Optimize365.
Still stuck
Contact support@optimize365.io.
Security Notes
- Store the Public and Private Keys in a secure location; the Private Key cannot be viewed again after creation.
- Use a dedicated security role and API member for Optimize365 so its access can be reviewed or revoked independently.