What you'll need

Site URL — the regional endpoint, e.g. https://na.myconnectwise.net
Company ID — your short company identifier (not the full company name)
Public key + Private key — issued per API member
Client ID — a developer-registered GUID from the Developer Portal

1. Create an API member

In ConnectWise, go to System → Members → API Members.
Click New. Fill in the required member fields. Role: pick a role with the minimum permissions needed (service tickets, companies, contracts, time entries — no billing unless you want invoices synced).
Save. You now have an API member but not yet a key.

ConnectWise role permissions are additive and confusing. If you see 403 errors later, the fastest path is usually a new role with read-all on the entities we sync.

2. Generate the public/private key pair

On the API member you just created, open the API Keys tab.
Click New and give the key a description like “Vectis”.
Save. The private key is shown only once — copy it immediately. The public key is always visible.

3. Register a developer client ID

ConnectWise rejects API calls from unregistered client apps with a 400 and “clientId” in the error. You need one registered client ID; reuse it across all your integrations.

Go to https://developer.connectwise.com and sign in.
Navigate to My Clients and register a new client. Description: “Vectis”. Accept the terms.
Copy the resulting GUID — that’s your Client ID.

4. Paste credentials into Vectis

Go to Admin → Integrations and click Configure on ConnectWise.
Paste all five values. The Site URL must include the protocol and no trailing slash.
Click Test. You should see “Connected to ConnectWise” within a few seconds.
Click Save, then Sync now.

Common errors

401 Unauthorized — Company ID, public key, or private key is wrong. Company ID is case-sensitive and is your short identifier, not the company’s display name.

403 Forbidden — The API member’s role lacks permission for the endpoint. Check the role has read access to Service Tickets, Companies, and the Member’s home system.

400 with “clientid” — Client ID wasn’t registered at the developer portal (step 3). Register a client ID and paste the GUID.

Connection timed out — Wrong Site URL (e.g. typoed region) or ConnectWise Cloud is down. Try opening the Site URL in a browser to verify.