ConnectWise PSA integration

This guide walks you through integrating NordLayer with ConnectWise PSA to streamline billing and invoicing for managed Service Providers (MSPs). This integration allows you to:

• Import and map your companies already in ConnectWise PSA to the NordLayer MSP Admin Panel.
• Automatically update ConnectWise PSA agreements with monthly subscription usage data for each mapped company.

Step 1: Create an API Member in ConnectWise PSA

Before creating an API member, you'll need to set up an API role within ConnectWise PSA. Here's how:

1. Navigate to System > Security Roles and add a new role.
2. Assign the following minimum permissions to this role for the integration to function:

Company Maintenance - Inquire
Table Setup - Inquire
Product Catalog - Add & Inquire
Agreements - Inquire, Add & Edit

(Optional) You can use the Admin role, but it is recommended that you create a role with the fewest privileges.

To create an API member:

1. Log in to ConnectWise PSA and go to System > Members > API Members.
2. Click the + icon to add a new API member.
3. Fill out the required information and assign the new role you created (or the Admin role) using the Role ID field.
4. After saving the API member, go to the API Keys tab and generate both public and private API keys for integration with NordLayer.

Step 2: Setting up ConnectWise PSA in NordLayer

1. Log in to your NordLayer MSP account and navigate to Integrations > ConnectWise PSA.

2. Enter your ConnectWise PSA credentials:

ConnectWise Site URL: This includes the protocol (HTTPS only) and your domain (e.g., https://na.myconnectwise.net).
ConnectWise Company name: Your Company ID used when logging into ConnectWise PSA.
Public and Private API Keys: Generated in the ConnectWise PSA panel (Step 1).

3. Click Next.

Step 3: Mapping products (ConnectWise PSA to NordLayer)

For the integration to work, ConnectWise PSA products need to be mapped to their corresponding NordLayer subscriptions. Here's how to handle this:

Option 1: Map existing products

In NordLayer, licenses and servers may be offered as a single, unified plan, making it easy to manage from a user’s perspective. However, when integrating with ConnectWise PSA, we need to treat them as two distinct product types—licenses and servers—to ensure proper handling and synchronization of data between the systems.

If you already have NordLayer products created in ConnectWise PSA, follow these steps:

1. Browse the list and select the ConnectWise PSA product corresponding to each NordLayer plan (specifying user licenses and servers with a dedicated IP).

2. Click Next after mapping both products.

Option 2: Create new products in ConnectWise PSA

If corresponding products don't exist, use the Create product in ConnectWise PSA option from the dropdown list. Products will be automatically created on ConnectWise PSA side. Remember to complete the product setup within ConnectWise PSA after creation.

Step 4: Companies import and mapping

For usage data to sync, NordLayer organizations need to be mapped with ConnectWise PSA companies and agreements. Here's how:

1. With the integration set up, click Import companies.

2. Filter and select the company types and statuses you want to import.
3. When the company list appears, select the corresponding ConnectWise PSA agreement and NordLayer organization for each entry. Then, click Import companies.

Adding a New Organization: If the organization isn't yet in NordLayer, click Create organization in the dropdown menu.

Enter the organization's name, choose the license type and plan. Selecting Create will sync the organization to the agreement within ConnectWise PSA.

Unmapping or Changing Mappings: Select Unmap to remove a mapping and prevent organization data from syncing with ConnectWise PSA.

Once company and agreement mapping is complete, organization data will automatically sync between NordLayer and ConnectWise PSA whenever an action is performed on the NordLayer side (such as adding or reducing licenses). During the ongoing calendar month, incremental data will be passed, with final numbers being synced starting from the 1st of the new month.

Note: In case you have any questions or are experiencing any issues, please feel free to contact our 24/7 customer support team.