You can integrate TeamGPS with your existing PSA tool to send surveys automatically as your Engineers close tickets. First we need to create an API Member in your ConnectWise Manage instance. Once the API Member is created we'll need to generate an API Key and then enter the required information into Team GPS.
TABLE OF CONTENTS
ConnectWise Manage API Member
1. Log in to ConnectWise Manage and navigate to System > Members > API Members
2. Create a new API Member with the + icon
3. In Member ID type Team GPS
4. Enter a functioning email address
5. Under System select the Role ID of Admin
6. Save the API Member
Note: You can restrict the Team GPS API member from certain boards in this section, however Team GPS will be unable to retrieve ticket information from those boards.
Generate ConnectWise API Key
1. Navigate to your Team GPS API Member (System > Members > API Members > Select the Team GPS API Member > API Keys)
2. Click the + icon to create a new API Key
3. Enter Team GPS for the Description field
4. Click Save
Note: Clicking Save will generate a Public Key and a Private Key. The Private Key is only visible at the time the key is created. Please copy this information somewhere secure for future reference.
Integrate with Team GPS
1. Log in to Team GPS and navigate to Organization Settings > Integrations > PSA Tool then select ConnectWise
2. Enter your ConnectWise Manage Site and Company along with the API Public and Private Key
3. Click Test Authentication
If successful you should receive a message with a green check mark that says "PSA Successfully Updated"
4. Click Next