Introduction

This article is designed to get your ConnectWise Manage Integrated with the CyberQP Dashboard for use with the Service Desk/Ticket portion.

Note: If you want to set the phone and email syncing logic between Connectwise and CyberQP, please scroll down to the section titled "Customizing the Phone and Email Sync Between Connectwise and CyberQP"

Prerequisites

• Connectwise Manage cloud subscription or on-premise installation with minimum version 2020 and above.
• CyberQP subscription that includes the End-User Account solution
• A dashboard user for your Connectwise Manage tenant with the Admin Role ID.
• A technician user for your CyberQP tenant with the Primary or Super role. 

Add Security Role for CyberQP Integration

1. In Connectwise Manage go to System -> Security Roles then click the "+" to Add a new Security role. 

2. Type "Quickpass API Integration" in the Role ID field and click the save icon.
(Note: "Quickpass" is what "CyberQP" used to be called before a rebranding occured. This KB will still reference "Quickpass" as we still have existing tenants who have set up their integrations with this naming convention in the past).

You will be re-directed to the Security Modules page

3. Expand the Companies section then set the permissions for like the screen below. 

• Company Maintenance: None, None, None and All
• Contacts: All, None, None and All

4. Expand the Service Desk section then set the following permissions

• Service Tickets: None, All, None and All

5. Expand the System section then set permissions 

• API Reports: All, All, None and All
• Managed Hosted API: All, None, None and All
• Table Setup: All, None, None and All

Click Save button at Top of window

6. Click the customize link beside Table setup

In the Update Security window leave only the following permissions in the Allow Access to these

• Company / Company Type
• Company / Company Status
• Contacts / Communication Type
• Contacts / Contact Type
• General / Manage Hosted API

Click Save when done

6. Then click the Save and Close button

Create New API Member for CyberQP 

1. In Connectwise Manage go to System -> Members, click the API Members tab then click the "+" sign to add a new API Member. 

2. In the Member ID field type "quickpass", in the Member Name field type "Quickpass Integration"

3. For the Role ID select the role that you created in the previous section "Quickpass API Integration", select the default Location, Level, Department, Name and Territory. 

4. Click the Save button

5. Click on the API Keys tab then click the "+" to create a new set of API Keys

6. Type in "Quickpass API Keys" in the Description field then click the Save button. 

7. Copy both the Public and Private Keys so that they can be used within the Quickpass Dashboard. 

***Note:*** If you navigate out of this window you won't be able to see the private key again so make sure you copy it now or you will need to create a new set of API keys.

Add the Connect Manage Integration in Quickpass

1. Login to the Quickpass dashboard at https://admin.getquickpass.com (North American Datacenter) or https://eu-admin.getquickpass.com (Europe Datacenter) with either the Primary or Super login role. 

2. Click Integrations ("") in the left-hand menu.

3. Populate all the fields in the Connectwise Configuration window and click the Connect button when done. 

• Fully Qualified Domain Name (URL for your Connectwise tenant)
  
  • Ie. NA North American Cloud Instance = na.myconnectwise.net
• Company ID: Your ConnectWise Manage company name
• Public Key: The public API key you generated in Manage
• Private Key: The private API key you generated in Manage

example

4.  Once successfully integrated, the ConnectWise Logo box will appear with a green dot in the top left corner.

Customizing the Phone and Email Sync Between Connectwise and CyberQP

1. Navigate to Integrations > Click the active ConnectWise tile
2. You should be taken to the "Customers" page. Click the "Settings" button to configure your field mapping settings for syncing with ConnectWise.
   
   The Integration Settings pop up allows you to select a PSA email and phone number field to sync with CyberQP for sending welcome emails, notifications, and authentication requests, ensuring automated updates whenever contact details change in the PSA.
   
   Any future update, to the PSA Contact details, will change the email address and phone number we have on file for your end-user. (NOTE: This will also affect the email address and phone number they use to log into the mobile self serve app and the the web base self serve portal.)
   
   
   
   
   
   
3. Once you set the Email and Phone number to a field mapping setting you want. Click the Save button. For more information please see ConnectWise to CyberQP Data Sync FAQs

Next Steps

• Add CyberQP's POD to Connectwise Manage Service Tickets

• Match ConnectWise Companies to CyberQP Customers
• Match ConnectWise Contacts to CyberQP End-User Accounts