Overview

This article walks you through creating a ConnectWise Manage API member and entering its credentials in the Horizon onboarding wizard.

Prerequisites

• Administrator access to your ConnectWise Manage account
• The Horizon onboarding wizard open and on the Connect step

Steps

Part 1: Create an API Member in ConnectWise

1. In ConnectWise Manage, go to System > Members.
2. Click the API Members tab, then click New.
3. Set a Member ID (e.g., HorizonAPI).
   
4. Set a Member Name (e.g., HorizonAPI).
5. Assign an appropriate Role with API access permissions and click Save. (The Admin Role has the correct rights -- or you can create a custom role per the table at the end of this KB).
6. Click the Save button.
   

1. With the member record open, click the API Keys tab.
2. Click the + button to generate a new key pair.
3. Enter a description (e.g., Horizon Integration) and click Save.
4. Copy the Public Key and Private Key and save them securely — the private key is only shown once.
   

Part 2: Gather Your Remaining Credentials

• Company ID: The company identifier you type in the Company field on the ConnectWise login screen.
• Server Hostname: The hostname of your ConnectWise server — enter only the hostname, not a full URL. Common values:
  • North America: na.myconnectwise.net
  • Europe: eu.myconnectwise.net
  • Australia: au.myconnectwise.net
  If you are self-hosted, use your server's hostname (e.g., connectwise.yourcompany.com).

Part 3: Enter Credentials in Horizon

1. In the Horizon onboarding wizard, go to the Connect step.
2. Enter your Company ID, Public Key, Private Key, Client ID, and Server Hostname in the respective fields.
3. Click Test Connection.
4. Once the test succeeds, click Next to continue.

Result

After a successful connection test, Horizon begins syncing your ConnectWise account data and advances to the final setup step.

Custom Role

1. In System > Member Maintenance
   
1. set Inquire Level to All. 
2. In System > Table Setup,
   
1. set Inquire Level to All. (This is what allows us to pull Service Desk ticket status options, etc.)
   
2. then, click "customize".
   
1. If you see Project Phase/Status/etc in the disallow list (right), move them to the allow list (left).
   
2. If you have highly customized the Table Setup permissions in this Role, you may need to selectively add any that generate a permission error in the Discovery wizard in our app.