---
title: "ConnectWise PSA integration"
slug: "connectwise-psa-integration"
updated: 2025-01-21T12:37:07Z
published: 2025-01-21T12:37:07Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.nordlayer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

![Integrations menu tab.jpg](https://cdn.document360.io/fc1049cd-8f71-4b89-b9b8-dbca9fdcdd16/Images/Documentation/Integrations%20menu%20tab.jpg)

1. [Log in to your NordLayer MSP account](https://partner.nordlayer.com/login/) and navigate to **Integrations > ConnectWise PSA**.

![Settings - Integrations - Setup ConnectWise.jpg](https://cdn.document360.io/fc1049cd-8f71-4b89-b9b8-dbca9fdcdd16/Images/Documentation/Settings%20-%20Integrations%20-%20Setup%20ConnectWise.jpg)

1. 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).

1. 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).

![Settings - Integrations - Setup ConnectWise 3.jpg](https://cdn.document360.io/fc1049cd-8f71-4b89-b9b8-dbca9fdcdd16/Images/Documentation/Settings%20-%20Integrations%20-%20Setup%20ConnectWise%203.jpg)

1. Click **Next** after mapping both products.

          Note

          

It’s important to note that Lite NordLayer plans do not include servers. As a result, during product mapping, no Server product dropdown will appear for these plans in ConnectWise. This simplifies the mapping process for these specific plans, as only the License component needs to be mapped.

### Option 2: Create new products in ConnectWise PSA

![Settings - Integrations - Setup ConnectWise 4.jpg](https://cdn.document360.io/fc1049cd-8f71-4b89-b9b8-dbca9fdcdd16/Images/Documentation/Settings%20-%20Integrations%20-%20Setup%20ConnectWise%204.jpg)

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:

![Settings - Integrations - Setup ConnectWise 5.jpg](https://cdn.document360.io/fc1049cd-8f71-4b89-b9b8-dbca9fdcdd16/Images/Documentation/Settings%20-%20Integrations%20-%20Setup%20ConnectWise%205.jpg)

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

![Settings - Integrations - Setup ConnectWise 6.jpg](https://cdn.document360.io/fc1049cd-8f71-4b89-b9b8-dbca9fdcdd16/Images/Documentation/Settings%20-%20Integrations%20-%20Setup%20ConnectWise%206.jpg)

1. Filter and select the company types and statuses you want to import.
2. 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.

![Settings - Integrations - Setup ConnectWise 7.jpg](https://cdn.document360.io/fc1049cd-8f71-4b89-b9b8-dbca9fdcdd16/Images/Documentation/Settings%20-%20Integrations%20-%20Setup%20ConnectWise%207.jpg)

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

![Settings - Integrations - Setup ConnectWise 8.jpg](https://cdn.document360.io/fc1049cd-8f71-4b89-b9b8-dbca9fdcdd16/Images/Documentation/Settings%20-%20Integrations%20-%20Setup%20ConnectWise%208.jpg)

**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

          

New organizations or agreements won't update automatically. You can adjust mappings manually via the MSP Admin Panel. Use the Import Companies option in the Organizations tab to include new companies or change mappings.

**Note**: In case you have any questions or are experiencing any issues, please feel free to contact our [24/7 customer support team](https://help.nordlayer.com/docs/how-do-i-contact-nordlayer-customer-support).