Connectwise reporting api. Copy the API key and paste it into a secure place.

Connectwise reporting api Click here to learn about our custom ConnectWise Power BI reporting packages. DESCRIPTION Pass this function a Report Name and if the data returned will take the column names and the row values and parse it through the ConvertTo-TableArray function I created which outputs the column names attached to the row values. That being said, it's worked really well for me. A pop-up window displays your new Public and Private API Keys. I have access to their university documentation, but I can't find anything that explains the process to make a GET request for a list of devices. After the merge of ConnectWise and Continuum, only the legacy reporting API is available to third-party vendors. Feb 27, 2020 · In the Reports section of the sidebar, click New Report from Template. Jul 21, 2021 · Set up Power BI SQL Connection for ConnectWise Cloud or Self-Hosted; Report of Invoice Templates in Use in ConnectWise; Historical Report of Service Tickets by Date in ConnectWise; Add Summary Matrix to HTML in ConnectWise Manage Report Writer; Adding Custom Fields with Numbers or Dates to Report Writer Jul 16, 2020 · ConnectWise has applied the 2020. json endpoint) in order to script the retrieval and consumption of this data. Topics include relational database basics, join types, and how to build several report types. net. We have most of our 3rd party tools with user data into BrightGauge so we can more easily compare and see which licenses or user accounts we can disable/delete. The Wiki has some great information on how to get started with the module. Report Delete: 1: Displays the reports deleted from Automate. Would it be possible to add an API between BrightGauge and ConnectSecure? Vote 1 0 Undo Follow Jan 27, 2025 · An integration of Axcient™ x360Recover and BrightGauge—both ConnectWise solutions—is now available in the ConnectWise Asio® platform. js system report data normalizer Jul 22, 2016 · In my application , I am going to use connectwise API , but I can't figure out how to call their API, like API end point How to pass header How to authentication (I have company id , public and p Jun 23, 2024 · Search for jobs related to Connectwise reporting api or hire on the world's largest freelancing marketplace with 23m+ jobs. Create a new API member that gives the API access to the areas that you need it, such as corporate/territorial levels. Templates and reports ConnectSecure reporting has great data, but I'd like to reformat it. I am running in to a few issues which I am hoping some of you can provide some insight on. Jan 29, 2025 · If you do not want to use the PSA Developer Network information, there is a Reporting API available. Hi - not sure if anyone is still reading this, but I'm struggling with this and can't find an answer anywhere. Jan 8, 2019 · How it works. As always, I recommend referencing the developer documentation for specific schema. IT Glue is a blazing-fast, ConnectWise Manage-integrated documentation platform which collapses multiple tools traditionally leveraged for documentation (e. Change the title, if desired, in the Report Name field Nov 11, 2024 · Generate API Keys. SelectFieldNames (IList<string>) List of field (i. View your ConnectWise data directly in Power BI with ConnectWise Power BI Reporting! In this video, I'm sharing a demo report of a service board. As it stands, I can make initial pulls from ConnectWise and store the first iteration of data down to our cloud DB in Azure. We would like to show you a description here but the site won’t allow us. Allow reporting on upcoming Meraki firmware upgrades. Follow the steps to set up the integration in Oct 7, 2021 · Introduction. Get visibility into KPIs that matter most to IT service providers. 1 release. Select I've stored my API key and click the Done button. Each product has its own dedicated section and approval process based on the type of integrator you are. Click the Publish to Database button to load the updated report into the Report Center. The title will default to the title of the report that you selected. This could be a good approach, but the API is free!! After additional research, we found a secondary API call through CW, which is ConnectWise Web Report URL Creator. Session Manager API reference CreateSessionAsync(sessionType, name, host, isPublic, code) Deprecated – for Support and Meeting sessions, use the updated form of CreateSession detailed next Used to create a Support or Meeting session; parameters such as the assigned host, name, and method of joining are assigned at creation In Report Writer's advanced data sources view, that means selecting v_rpt_service first, then v_rpt_serviceCustomFields. Reports based on properties will retrieve descriptive information about a session or session connection, such as a session’s ID, a host’s name, and a session type. Does anyone know if connectwise API has triggers so I could send an email or teams message whenever a ticket is submitted? Dec 11, 2013 · Great news for all of our ConnectWise API customers! ConnectWise is making huge enhancements to their API as part of their 2014. 14. password tools, wikis, configurations, etc. Last Update field added to all applicable reporting Nov 21, 2024 · Created by Lisa Harris , a ConnectWise subject matter expert on CW RMM/Command & BrightGauge Partner Success Manager, this dashboard can effectively identify potential areas of concern that might have been overlooked, such as suboptimal server performance, missing backups, or desktops and servers lacking critical patches or antivirus installations. That hasn't happened in a long time but back then the module developer was fast to respond. 7. View ConnectWise Data in Power BI via REST API. Navigate to the location of the saved report and click Open. The ConnectWise developer network houses all API documentation across each ConnectWise product. In the Reports section of the sidebar, click Report List. ts:77051 Get Column Definitions Feb 6, 2025 · Hover over Organization in the left navigation pane and select API & Webhooks. It’s not as neat as the REST API, but it gets the job done. API to download report of all assets OR Automation of exporting a report periodically. The Report Center allows you to generate informative, relevant, and up-to-date reports. Please refer to the instructions below to Set up Access to the Reporting API . Please test your extensions in the latest 2021. Automatic reporting is an integral part of IT. Malwarebytes' PSA and Automate Integrations are certified via the ConnectWise Invent Program. e. Click the Generate API Key button. Really need this implemented asap. Aug 1, 2023 · The report provides data and insights that can help you benchmark your performance at a high level and understand the gross margin and profitability trends impacting your business. So that's useless for reporting to clients. Copy the API key and paste it into a secure place. Created with a modern microservice architecture and built from the ground up to be secure, scalable, extensible, and reliable with unmatched performance, this platform will be the base for ConnectWise’s portfolio of solutions. Documentation is gated within the developer network based on your registration approvals. use the following search parameters to narrow your results: subreddit:subreddit find submissions in "subreddit" author:username find submissions by "username" site:example. Select the desired template from the list (e. The Asio Platform is a modern cloud platform designed to solve the silos of chaos that have existed in IT management software of the past. Navigate to Settings > Organization Setup > API Keys. Select Integration > Reporting API. In CW Manage you can create a member user with the API license class. To generate your public and private API keys: Log into ConnectWise CPQ. Because ConnectWise PSA™ data is stored in a SQL database, there are many reporting tools that can be used to create custom reports. Ok I know I am probably being a bit dumb but I can seem to do a call to Continuum Reporting API Oct 14, 2019 · Table from which to pull the data for the report (can specify null or empty to obtain a report of available data sources) GroupFieldNames (IList<string>) List of field names by which to group the results. A variety of standard out-of-the-box reports are included, allowing you to track storage inventory, network assets, as well as the availability and performance of any device being managed and monitored within ConnectWise Automate ™. Select the Field List tab. Enter a description, then click Generate Key. Hey, So having never done this, I decided to look into the process of creating a customField via the API. 0. While there are some regional Jun 7, 2024 · If you have ever worked with the Microsoft Graph API, you may be familiar with how it handles pagination, which is returning an @odata. This page lists the API changes that have been made in ScreenConnect™ 2021. Note: If you are using an on-premise ConnectWise PSA™ you may need to add 152. Been working on my first Typescript application and I'm trying to get it to work with ConnectWise's Reporting API. ) into a single pane of glass and provides out-of-the-box structured applications & services documentation. Select the desired report and select Edit Report > Modify Report. The download link is available in the instruction page. For any other questions with this integration, please contact the vendor directly to resolve See why the ConnectWise PSA purpose built reporting engine is considered a game changer when it comes to equipping every department in your TSP with the information needed to take your entire business to the next level. May 2, 2024 · The Report Writer Lab 101 is a basic level, hands-on lab discussing how Report Writer works in ConnectWise PSA™. The ticket is created under the service board you specify. However, when pulling tickets out it has a serious shortcoming - it doesn't say when the ticket was created, nor when the next SLA target is. Our APIs and SDK allow you to connect processes, devices, and people. The ConnectWise SDK and full library of open architecture APIs allow ConnectWise partners to customize functionality, and the vendor community to create integrations between ConnectWise partners and their complementary solution. However, there seems to be a lot of confusion on how to set up a SQL-based connection for Direct Query in Power BI or even whether it’s possible. Below is a complete list of the enhancements and in particular we wanted to mention the “New Service Report fields” which will include SLA information. com and the ConnectWise PSA support team can assist. Click Save and Close to apply Create the API Member. Create an API Key in RMM Important: The Reporting API key is in the process of being deprecated and is only available to select partners. The Report Manager can generate two main categories of reports: reports based on properties and reports based on events. uses promises automatic API version lookup with option to specify specific version option to retry in case of timeout works in browser and node. Select a report on the screen and right-click and select Delete to delete the report. A key concept of a microservice architecture is that a service does not allow other services direct database access since that introduces a tight coupling between those services. There are several guides out there for setting up an API-based connection to your ConnectWise Manage/PSA data in Power BI. Apr 30, 2024 · Expand/collapse global hierarchy Home Products Expand/collapse global location May 31, 2024 · Overview. Generate the API key. Dec 7, 2016 · At this year’s IT Nation, we got the chance to take attendees on a deep dive, exploring everything the new Report Center has to offer, including a comprehensive dashboard that gives you a bird’s-eye view of your report schedule and activity, let’s you access your favorite reports for quick scheduling, and more. If you need assistance with creating API members or integration setup please send a note to Help@ConnectWise. 14 build and refer to this guide for assistance. Contributing PowerDMARC stops hackers from sending emails from an organization’s own domain using DMARC, SPF, DKIM, MTA-STS, TLS-RPT. Users will need a valid login and an Open Database Connectivity (ODBC) connection to the database in order to access the data. It doesn't include video recordings, times are always all over the place, exporting is hit and miss, and we have to remember to use the custom field to filter by company. It is a cybersecurity SaaS platform that helps MSPs and MSSPs protect client domain names against spoofing, phishing, domain name impersonation, and abuse, while boosting revenue. Dec 22, 2022 · Huntress can report incidents and step-by-step remediation instructions directly to your cloud-based and on-premise ConnectWise Manage. ConnectWise on the Postman API Network: This public collection features ready-to-use requests and documentation from eOne REST Connections. CW Automate "Remote Access Summary" reports do not show any SC Access sessions that were triggered from within the ScreenConnect platform. With over 40 years of commitment to partner success, ConnectWise delivers innovative software, services, and an open ecosystem of integrations that drive growth. Some tools you might use are: SQL Reporting Services, Excel, etc. ConnectWise Manage and Automate would be considered 2 connections. com and the ConnectWise support team can assist. It's free to sign up and bid on jobs. I used to use that API connection but it stopped working over a year ago unfortunately. Feb 2, 2024 · Value Return; AddNoteToSession(string sessionID, string noteBody) None : CreateSession(SessionType sessionType, string name, bool isPublic, string code, string[] customPropertyValues) Leverage an open API and ecosystem with 400+ integrations to extend your tech stack. Really, once more, disappointed at I know there have been posts in the past asking how to handle connecting Power BI to the ConnectWise Manage REST API for reporting. Getting an API Member setup, along with the keys, will set us up to establish a link between CloudRadial and ConnectWise so that they can share information back and forth. This is located on the right side of the window, sharing the same pod as Report Explorer. Since this is a new report, select the Add New Report radio button. From there, you'll need to filter down to just the User_Defined_Field_RecID that corresponds to the custom field you created. SYNOPSIS Retrieves data from the reporting API in ConnectWise. Aug 16, 2023 · View your ConnectWise data directly in Power BI with ConnectWise Power BI Reporting! In this video, I'm sharing Work in Progress (WIP) and Utilization report See why the ConnectWise PSA purpose built reporting engine is considered a game changer when it comes to equipping every department in your TSP with the information needed to take your entire business to the next level. The ConnectWise 2025 MSP Threat Report. nexnow. (Ensures 'distinct' only returns one record per company). It really comes down to how much time your willing to put into it and the cost your willing to pay. ON-PREMISE PARTNERS: On-premise partners should immediately apply the patches listed below, following the important pre and post patch instructions available in the ConnectWise University here. We use both PowerBI as well as BrightGuage. Perch, a ConnectWise solution, is a co-managed network threat and detection response platform. You'll see I'm Looking into using the connectwise API for automating sending ticket info over teams using power automate. Data, Reporting, Integration Services for ConnectWise Check out our blog for CW and reporting tips & tricks Aug 16, 2024 · Introduction. nextLink property in the response containing a URL to the following results page. On the API & Webhooks page, click on the middle tab for API keys and access. . 80 IP address as whitelisted to allow for the connection. This repository documents all major endpoints, their parameters, and includes code examples to help you quickly implement ConnectWise Manage integrations Jul 12, 2024 · Right-click and select Reports > Add Report. The Report Designer tab displays. Hey there, fellow developer! Ready to dive into the world of ConnectWise Manage API integration? You're in for a treat. Select the Admin tab. It would be very much better for all companies to be able to extract periodically a report of all the assets and compare it with the assets report in other software so that they can make sure all the software data is in sync. Also quickly tried in the "ConnectWise Web Report URL Creator" (sometimes you get a little different results there), but it returns the same (xml) amount of resources, also cut of, just like REST returns the data. I know there have been posts in the past asking how to handle connecting Power BI to the ConnectWise Manage REST API for reporting. Apr 23, 2024 · Ideally, there would be API integration into CW Home for User Management for reporting, or bulk changes. It would very helpful to be able to programmatically authenticate to the Reporting API (or even just the /Report. Allow programmatic authentication to the Reporting API (Report Manager) / Feature Request Portal / ScreenConnect Yeah, but Reporting 2. Handles retrieving access token from ConnectWise Automate; Automatically manages API request paging on applicable APIs, no action needed to retrieve over 1000 records; Option to automatically expand all return columns that contain records from applicable APIs; Support for any condition, filtering, sorting that is applicable to the API With Moovila Perfect Project, manual, time-consuming project updates, disjointed processes and duplicate data entry are a thing of the past. I am working on a solution utilising Azure Data Factory to pull from the CW API and store the data locally. Go to System > Members; Choose the API Members tab; Click the plus (+) New Item button in the API Members tab; Complete the information in the New Jun 1, 2022 · Perch, a ConnectWise solution . We contacted CW and for a monthly fee, we could connect directly to the database. Nathan Dufault | www. By leveraging this API, businesses can automate processes, enhance productivity, and create custom solutions tailored to their specific needs. ConnectWise API specs, API docs, OpenAPI support, SDKs, GraphQL, developer docs, CLI, IDE plugins, API pricing, developer experience, authentication, and API styles. One of the key takeaways from the report is that how you run your TSP business is the real difference-maker in financial performance. ConnectWise Invent is a unique program combining readiness, support, certification, and awareness for Solutions Partners. Cons. Our bi-directional integration, custom-built for ConnectWise PSA, helps MSPs save time and money by creating efficiencies and elevating processes to full-spectrum project management. 251 patch across all cloud partner environments. com Sep 21, 2016 · The integration with RMM requires an API key. To delete a report, navigate to Admin > Reports in the Navigation Tree. Click Add. Just keep in mind the web API that the module uses is not stable, ConnectWise has changed it in the past which breaks the module. Jan 25, 2025 · The ConnectWise API is a powerful tool that allows developers to integrate and extend the functionality of ConnectWise applications. Select a report type from the drop-down and click Add New to add a report. 57. Your only option to pull data into Syncro is that API key you’re waiting on. Simply put, I have a Manage Hosted API setup, I have a Report Writer Report and I wish to include it in a Service Ticket view - Filtered on the ticket you are currently on! I know that another table, Invoice Template, allows for a simmilar use of the link to a report writer report and adding a P1Value for supplying a value for the paramater BizRatings API Update needed to include multisite endpoint/ConnectWise Case #02367473 – This datasource is needed to report on CSAT results across multiple locations deployed in BizRatings, current functionality limits BrightGauge reporting to 1 of our locations and isn’t comprehensive Jan 29, 2025 · Feature. Feb 12, 2025 · This article describes how to add ConnectWise RMM ™ as a datasource in BrightGauge ™. Why so many resources? Get started with ConnectWise documentation from eOne REST Connections exclusively on the Postman API Network. Mar 3, 2025 · To address the challenges of scalability and compliance alignment, MSPs can leverage ConnectWise SaaS Security. In ConnectWise Manage: Go to System => Members; Go to the API Members tab. If you can dream it, you can build it. column) names in the indicated table which should be pulled into the report May 9, 2024 · From the Reports section of the sidebar, click Report List. pq into the query you just created CWRMM_API_KEY - This is the API key generated in the Reporting API page of RMM SmileBack, the #1 customer satisfaction platform designed for MSPs is now integrated with ConnectWise. I've taken that as a stepping stone and wrote a query function that handles authentication, pagination . Sync 365 automates Microsoft 365 and Azure license billing for MSPs, ensuring accurate invoicing, reducing manual errors, and recovering missed revenue. ts:77051 Get Column Definitions BrightGauge provides business intelligence reporting &dashboards purpose built for MSPs. For any other questions with this integration View ConnectWise Data in Power BI via REST API If anyone is looking to connect ConnectWise Manage and Power BI, these step-by-step instructions are very helpful! comments sorted by Best Top New Controversial Q&A Add a Comment ConnectWise Manage provides a RESTful API that allows users to interact with their ConnectWise Manage instance programmatically. API module:Get Organization Firmware Upgrades - Meraki Dashboard API v1 - Cisco Meraki Developer Hub Meraki Firmware Upgrade reporting / BrightGauge Enhancements / ConnectWise Explore public APIs from PostmanConnectwise, exclusively on the Postman API Network. BrightGauge Integration with CW Home User Management would also be helpful. I now use the reporting url connector to pull the raw data via a web connection. 0 simply doesn't hit the mark - by a long shot. With support for nine frameworks, including the Microsoft Security Framework, CIS, NIST, ISO, and HIPAA, MSPs can efficiently identify gaps in framework coverage for individual tenants while establishing a common baseline minimum Mar 5, 2025 · The problem is with how cloud services report deletions through the API. Select the Tickets report and then click Edit Report > Modify Report (located at the bottom of the window). A better description is that there is a lack of notification for deleted items. (Check 'param' Filters > Last name > is not like (check 'param) That should get you there I believe. g. The ConnectWise API (on prem) works very nicely for us for creating tickets. This guide will walk you through the process of building a robust integration in Java, allowing you to tap into the power of ConnectWise Manage's extensive features. When used with Control, Perch monitors the frequency and location of the triggers, which adds even more visibility into security issues and vulnerabilities across all your clients. With the recent uptick in using data to make better decisions for companies, we decided to look at linking Power BI to ConnectWise (Cloud). Not sure how CW keeps failing like this. Otherwise, you must generate a new API key. Record this information to use when connecting BrightGauge to CPQ. When the report loads in the Report Designer, click Open. So you probably discovered a new bug in the API :( But. ConnectWise Power BI Reporting Packages by Opal Business Solutions' PSA Integration is certified via the ConnectWise Invent Program. I've taken that as a stepping stone and wrote a query function that handles authentication, pagination Jan 24, 2017 · Authentication is done by creating an API user. Starting with that, I've built some datasets that pull in multiple API sources and join them together and created paginated reports with Power BI Report Builder. . BrightGuage is mainly used for real time reporting like our Help Desk stats. Not exactly in the convenient way you’re used to seeing it in the GUI, but at least it will all be there :) Report Writer New report v_rpt_company Advanced Select 'distinct' Right join v_rpt_contact on company id Add fields from v_rpt_company ONLY. Recognized worldwide as the “IT solution provider industry encyclopedia of performance,” the Service Leadership Index 2022 Annual IT Solution Provider Industry Profitability Report provides a wealth of information about the health and viability of IT solution providers (TSPs) across seven business models. It seamlessly integrates with PSA tools like ConnectWise Manage and Autotask, providing real-time synchronization and detailed client reporting. , Client Services) and click OK. Function Get-CWReport { <# . Use this integration to monitor all your essential x360Recover key performance indicators (KPIs) directly in BrightGauge. As of 8/14/2019 ConnectWise requires the use of a Client ID to interact with the API. In order for BrightGauge to do fast syncing, we employ a process known as delta updates. PSA also has a custom reporting forum that can be accessed on the Manage University by clicking on the Community Tab > Discussion Forums > Custom Reporting forum. Explore Marketplace CONNECTWISE REPORT. The new API became exclusive to the members of the ConnectWise Invent program and is no longer accessible to other vendors, including MSPbots. CSAT + NPS tools help IT professionals collect, report and act on customer feedback. Steep Learning Curve: Some users may find the initial learning curve challenging due to its comprehensive feature set. The ticket will be reported under the client's company name--Huntress uses the Organization Name to identify the Company Name within ConnectWise. 5 days ago · About ConnectWise ConnectWise is the leading software company empowering managed service providers (MSPs) with the technology that runs small and midsized businesses (SMBs) worldwide. Jun 9, 2023 · API architectures in ConnectWise Asio™ REST is the cornerstone of ConnectWise Asio API architecture because almost all services use that as their public-facing API. Filters > First name > is not like. Find everything you need to quickly get started with PostmanConnectwise APIs. I was initially confused when I started working with the ConnectWise PSA API. Although I could specify a pageSize and See ConnectWise RMM in action and learn about features including intelligent monitoring, reporting& data insights, NOC services, patch management & more. system Reports Report Name Columns Get (params: object, extraQueryParams?: any, extraFetchParams?: any): Promise < Array < JObject > > Defined in api/api. Their support team is great and very helpful. Generate an API key in the Reporting API page in ConnectWise RMM Copy/paste the query from CWRmmApiRequest. To create your API key: Log in to your RMM account. Turns out, it sucks. 70. Besides that, ConnectWise can get you a SQL backup of your entire database for a one-time fee of $150. If you have already created a Reporting API Key in RMM, please retrieve your key and proceed to Connect to RMM. In either the cloud-based instance or on the Windows client for ConnectWise Manage, navigate to System on the left-hand navigation menu, then to Members Jun 9, 2023 · API architectures in ConnectWise Asio™ REST is the cornerstone of ConnectWise Asio API architecture because almost all services use that as their public-facing API. ConnectWise Command AKA Continuum Reporting API test using postman . I’m on mobile, so I don’t have a link, but you should be able to find it on the University. Integration Complexity: Integrating ConnectWise PSA with other tools can be complex and time-consuming. That way, you’d have a copy of all of your CW data. Oct 2, 2024 · Reporting Matrices There are multiple matrices available in the University to help you with detailed information regarding: ConnectWise Security Roles, Report Nov 18, 2023 · Robust Reporting: ConnectWise PSA offers extensive reporting features, allowing for data-driven decision-making. Latest Revision: 10/24/2022. There was a great article written by u/qcomer1 on how to handle authentication and pagination with the API. nlvkp jhkkc wyiaes ognlrn mhsnlggt owbjc qzdd wjhv yqht aggdkfu lpdkc rjqa roh ntbl dqnqsd