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How to Connect to ConnectWise

You can connect Memtime to ConnectWise and take your time-tracking to the next level.

The first step to connecting ConnectWise to Memtime is to install it as a Connected App.

 
To install ConnectWise as a Connected App, you can try the following:

1. Open the Memtime App and click on the menu burger to select Connected Apps.


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2. If you do not already see ConnectWise as a Connected App, you can click on the "Find More Connected Apps" button to easily find it.

Find More Connected Apps EN-1

 

3. This will take you to your browser, and the Memtime marketplace website will open. You can search here for 'ConnectWise' or any other Connected App you would like to try. Once you select ConnectWise, click on the "Connect to ConnectWise" button.

 

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Now, you'll have to set up your connection in the Customer Portal: 

  1. Log into your Customer Portal. 

  2. Navigate to the "Connected Apps" section, find ConnectWise, and click on "Manage".
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  3. Click on it, and select "Edit Connection", and fill in the following fields: 

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4. You'll get the API Keys after logging into your ConnectWise account > My Account > API Keys > "+": 

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After creating the API keys, please make sure to copy and store them in a safe place, as they will not be visible again once you leave the screen.

5. Once this is done, go back to your Connected Apps in Memtime and click on "Refresh Installed Connected Apps" to see ConnectWise installed.

 

Refresh Installed Connected Apps EN

 

The next step is to authenticate ConnectWise in Memtime. 

 

1. Select ConnectWise in your Connected Apps in Memtime and click on "Authenticate".

 

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2. Go back to your Connected Apps in Memtime and click on "Refresh Installed Connected Apps" to see ConnectWise authenticated.

 

Refresh Installed Connected Apps EN

 

3. After authenticating ConnectWise, you can change some settings according to your preferences. You can set different synchronization methods and select how to display imported projects from ConnectWise. 

4. Before start creating time entries, click on the "Project Management" tab in Memtime and sync your ConnectWise entities. 

 

Captura de pantalla 2025-01-23 a las 14.48.475. Once they show up, you can start creating time entries and assigning them to your ConnectWise projects and tasks by clicking on the "Time Tracking" tab. You will be able to see the time entries you created by logging into your ConnectWise account > Time & Expense > My TimeSheets.  

Automatic Synchronization:
Memtime automatically exports time entries created in Memtime to ConnectWise. Similarly, any time entries created directly in ConnectWise are exported to Memtime by default.