How to Connect to ConnectWise

Step 1: Install ConnectWise as a Connected App

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

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.

 

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 "Install" button.

Step 2: Setting Up the Connection to ConnectWise

1. After the installation, click on the button "Manage".



2. Then, fill in the following fields: 

3. You'll get the API Keys after logging into your ConnectWise account and going to:

My Account → API Keys → Clicking on the + button

Step 3: API role permissions

For the API permissions, the API member should have role ID "Admin":

 

Creating Custom Roles in ConnectWise (Optional - Admin Permissions Needed)

Step 1: Create a New Role

1. Log into your ConnectWise account, and click on the following options System → Security Roles.

2. Then click on the (+) Option to Add a new item.

3. Assign the new role a name and click on the Save button.

Step 2: Setting the permissions for the New Role

1. Set the permissions for the new role as below in the screenshots:

Permissions set 1 (Companies):



Permissions set 2 (Finance):

Permissions set 3 (Marketing):



Permissions set 4 (Procurement):

Permissions set 5 (Project):

Permissions set 6 (Sales):

Permissions set 7 (Service Desk):

Permissions set 8 (System):

 

Permissions set 9 (Time & Expense):

 

Step 3: Assigning the new role to a user and creating API keys with the user

1. Click on the ConnectWise menu, and go to System → Members.



2. Open the Member you want to assign, and scroll down until you see the field Role ID, and fill it out with the new role you created before.

 

3. Save the changes.

 

4. Then go to the section "API Keys", click on the (+) button to create a new one, and save it.

 

5. Copy the Public Key, and save it somewhere.

 

6. Go to the Customer Portal (https://portal.memtime.com/), then click on:

Connected Apps → ConnectWise → Manage → Edit Connection

7. Fill out the requested fields and click on Submit.

Step 4: Authenticate ConnectWise with Memtime

1. Go to Connected Apps settings in Memtime and click on "Refresh Installed Connected Apps" to see ConnectWise installed.

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

3. Click again on "Refresh Installed Connected Apps" to see ConnectWise authenticated.

 

4. 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.

 

Step 5: Create ConnectWise Time Entries in Memtime

1. Open the Project Management tab in Memtime and click the Refresh button to import your latest tasks and projects.

2. Switch to the Time Tracking tab and create a time entry by clicking and dragging in the Time Entries column.

In the Time Entry window, you’ll now see ConnectWise available as a Connected App.

3. After creating entries in Memtime, you can will be able to see them in ConnectWise, by logging into your ConnectWise account, and going to:

Time & Expense → My TimeSheets