Connect ConnectWise PSA

Create a Security Role and an API Member in ConnectWise, then paste four fields into DarkBird.

To connect ConnectWise you need to create a Security Role and an API Member in your ConnectWise instance.

Step 1 — Find your Company ID and API URL

Your Company ID is the short identifier you use at the ConnectWise login screen (e.g. mycompany). It also appears in the browser URL after login: …/login.aspx?companyName=mycompany.

The API URL depends on your hosting region:

Step 2 — Create a Security Role

1. 1
   System → Security Roles

   Click the + icon to add a new role.

2. 2
   Name it

   Call it DarkBird API.

3. 3
   Set module permissions

   Use the table below — Delete is never required for any module.

4. 4
   Save

   Click Save to create the role.

Step 3 — Create an API Member

1. 1
   System → Members

   Click the API Members tab, then the + icon.

2. 2
   Fill in the member details

   Member ID: DarkBirdAPI. Member Name: DarkBird Integration. Role ID: the DarkBird API security role you created above. Level: Corporate.

3. 3
   Save

   Click Save.

Step 4 — Generate API keys

1. 1
   Open the API Keys tab

   On the API Member record, click API Keys, then the + icon to generate a new key pair.

2. 2
   Describe the key

   Enter a description, e.g. DarkBird, and Save.

3. 3
   Copy both keys immediately

   The Private Key is shown only once and cannot be recovered after you navigate away.

Step 5 — Enter credentials in DarkBird

Go to Settings → Integrations → ConnectWise and click Connect. Fill in all four fields:

What DarkBird does in ConnectWise

• Create Opportunity — Click the link icon in the project header → Create Opportunity. Search for the company in ConnectWise, confirm the opportunity name, and DarkBird creates a new opportunity and immediately pushes your full BOM as product line items and a labor summary line. Products synced from ConnectWise are matched by catalog identifier; manually-entered products appear as description-only lines.
• Link to an Existing Record — Click the link icon → Link Existing to search for and attach an existing ConnectWise opportunity or project.
• Sync Plan to ConnectWise — On the Deliver tab, push the WBS to the linked project. Each DarkBird phase becomes a project phase; each task becomes a project ticket with budget hours.
• Pull Actuals from ConnectWise — On the Deliver tab, pull time entries logged against the project tickets. Hours populate the Actuals column for calibration.
• Product Catalog Sync — Automatically runs on first connect and can be re-run from Settings → Integrations → ConnectWise → Sync Products.