Setting up ConnectWise to optimize accuracy of Data Readiness report.
To setup and use the Cognition360 Data Readiness Report, you'll need to be an administrator in your ConnectWise Manage instance. In the steps below we will explain how to perform each task to set up your ConnectWise to enable usage of the Data Readiness Report.
We will be performing the following:
Create a Security Role
Create API Member
Create API keys
Create a Security Role (Creating a Role with Read Only Rights for the API account)
In ConnectWise Manage, go to System > Security Roles
Create a new role called “ Cognition360 DataReadiness”
Go to the "Service Desk " section of permissions (service teams, time entries ??, tickets)
Set all “Add Level” = None
Set all “Edit Level” = None
Set all “Delete Level” = None
Set all “Inquire Level” = All
Go to the "Finance" section of permissions (invoicing, agreements)
Set all “Add Level” = None
Set all “Edit Level” = None
Set all “Delete Level” = None
Set all “Inquire Level” = All
Go to the "Sales" section of permissions (opportunities)
Set all “Add Level” = None
Set all “Edit Level” = None
Set all “Delete Level” = None
Set all “Inquire Level” = All
Go to the "Companies" section of permissions (company)
Set all “Add Level” = None
Set all “Edit Level” = None
Set all “Delete Level” = None
Set all “Inquire Level” = All
Go to the "System" section of permissions (members) Set all “Add Level” = None Set all “Edit Level” = None Set all “Delete Level” = None Set all “Inquire Level” = All
2. Creating an API Member (Account)
In ConnectWise Manage, go to System > Members
Select the ‘API Members’ tab
Click + to add an account
Enter “Cognition360DataReadiness” in the Member ID field
Enter “C360DataReadiness” in the Member Name field
Set the Role to the one created above, “Cognition360 DataReadiness”
Click Save
3. Creating a public and private API Key
Select the ‘API Keys’ Tab
Click + to add a new set of keys
Enter C360DataReadiness
4. Base64 Encode the API Public and Private Key
run in PowerShell
$key = '{companyname}+{publickey}'
$Sec = '{privatekey}'
$Text = $key + ":" + $Sec
$Bytes = [System.Text.Encoding]::UTF8.GetBytes($Text)
$EncodedText =[Convert]::ToBase64String($Bytes)
$EncodedText
example - cmV2b3RlY5grVnlVUnFTZTJXWDcyVTZXbzpZ2DM1YUdMfzVHbXKNaGFx
More info here
This will give us all the info we need to make the connection. Our support team will reach out to you once the connection has been completed and will discuss any further steps or requirements.
For queries, please contact support@cognition360.com