The ConnectWise Manage API account used for Commvault PSA integration must be assigned a security role with access to the following security modules.
Authentication: API Member keys (Public Key + Private Key), Basic Auth
API Version: 2024.8
Client ID: Required on all authenticated requests
Companies Security Module
| Security Module Parameter | Add Level | Edit Level | Delete Level | Inquire Level |
|---|---|---|---|---|
| Company Maintenance | None | None | None | All |
| Contacts | None | None | None | All |
Used for: Discovering companies, fetching company details and default contact information during import.
Finance Security Module
| Security Module Parameter | Add Level | Edit Level | Delete Level | Inquire Level |
|---|---|---|---|---|
| Agreements | All | All | None | All |
Used for: Listing agreements per company, reading agreement additions (services), creating new additions, and updating usage quantities (PATCH) on additions.
Procurement Security Module
| Security Module Parameter | Add Level | Edit Level | Delete Level | Inquire Level |
|---|---|---|---|---|
| Product Catalog | All | All | None | All |
Used for: Syncing the product/service catalog — creating new catalog items, updating existing items (PATCH/PUT), and querying items by identifier.
Service Desk Security Module
| Security Module Parameter | Add Level | Edit Level | Delete Level | Inquire Level |
|---|---|---|---|---|
| Service Tickets | All | All | None | All |
Used for: Creating service tickets via webhook when PSA Ticketing is enabled. Only required if the Ticketing feature is configured.
Notes
-
The
/login/companyinfo/{companyName}endpoint is unauthenticated and does not require any security module access. -
Ensure the API member has the clientId properly registered with ConnectWise.