Connecting ConnectWise Manage to Horizon

Overview

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

If you need to reduce permissions of the API user, refer to the table at the end of this KB.

In ConnectWise Manage, go to System > Members.
Click the API Members tab, then click New.
Set a Member ID (e.g., HorizonAPI).
Set a Member Name (e.g., HorizonAPI).
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).
Click the Save button.

Next, we need to create the API keys for this API user.

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

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).

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

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

In ConnectWise Manage, go to System > Security Roles and clone the Manager role. Name the clone Horizon Role.

You still need to make several changes to the new role.

Set Inquire Level to All. This lets Horizon read your departments and locations.

Set Add Level to All.
Set Delete Level to All. (Optional. This lets Horizon remove its pod from ConnectWise if you disconnect Horizon. Without it, you will need to remove the pod's menu entry manually.)
Set Inquire Level to All. This lets Horizon read your ticket statuses, priorities, boards, and other dropdown values.
Click Customize. Move each of the following to the Allow Access to These list (left side), then click Save in the dialog:
- Agreements / Agreement Type
- Company / Company Status
- Company / Company Type
- Company / Country
- Company / Currency
- Company / Market Description
- Company / Ownership Type
- Company / State
- Contacts / Contact Relationship
- Contacts / Contact Type
- Contacts / Department
- General / Business Report Cards
- General / Calendar
- General / Custom Menu Entry
- Invoicing / Billing Cycle
- Invoicing / Billing Terms
- Invoicing / Tax Code
- Member / Member Type
- Project / Phase Status
- Project / Project Board
- Project / Project Status
- Project / Project Type
- Scheduling / Location
- Scheduling / Schedule Status
- Scheduling / Schedule Type
- Service / Priority
- Service / Service Board
- Service / Severity
- Service / SLA
- Service / Source
- Time / Work Role
- Time / Work Type

Set Add Level, Edit Level, Delete Levire Level to All. Horizon creates, moves, and removesschedule entries when you schedule ToDos.

Click Save on the page toolbar. Saving the Customize dialog alonee, and Inquire levels.