ConnectWise Manage Integration

ScopeStack integrates with ConnectWise Manage to pull opportunities into the platform for project creation, automatically sync forecast revenue back to ConnectWise as your deal progresses, and push approved projects into ConnectWise as PSA projects with work plan tickets and tasks.

Prerequisites

• A ConnectWise Manage API Member user with the permissions listed below
• ScopeStack Connected Apps permission at the Manage level

Setting Up in ConnectWise

ConnectWise requires a dedicated API Member user. API Members do not consume a user license.

1. In ConnectWise, go to System > Members and open the API Members tab.
2. Create a new API Member and generate API Keys for the user.
3. Copy the Public Key and Private Key — you will need them when configuring ScopeStack.
4. Assign the following permissions to the API Member:

Sales > Opportunity — Inquire/Add/Edit: All

Project > Project Headers — Inquire/Add/Edit: All

Project > Project Tickets — Inquire/Add/Edit: All

Project > Project Ticket Tasks — Inquire/Add/Edit: All

Project > Project Phase — Inquire: All

Companies > Company Maintenance — Inquire: All

Companies > Contacts — Inquire: All

System > Member Maintenance — Inquire: All

System > Table Setup — Inquire: All; Customize: allow at minimum Service Board and Project Status tables; also allow Service Priority and Service Status

Procurement > Product Catalog — Inquire: All

Finance > Agreements — Inquire: All

Note: Giving full admin permissions to the API Member avoids complications with permissions.

On-Premises ConnectWise

If your ConnectWise instance is hosted on-premises, add the following ScopeStack IP addresses to your firewall allow list. Cloud-hosted instances do not require this step.

• 54.85.50.129
• 18.211.94.157
• 3.231.126.207

Configuring in ScopeStack

Navigate to Settings > Connected Apps > ConnectWise and enter your credentials:

1. Open the ConnectWise tile on the Connected Apps page.
2. Enter your ConnectWise Host (the URL of your ConnectWise instance).
3. Enter your Company ID (your ConnectWise company identifier).
4. Enter the Public Key generated for your API Member.
5. Enter the Private Key generated for your API Member.
6. Click Save to store the credentials.
7. Click the Enable toggle to activate the integration.

Configuration Options

Opportunity Status Filter

A comma-separated list of status names for opportunities available to scope. Leave blank to see all opportunities. Use this to limit the integration to only the statuses that indicate an opportunity is active and ready to scope.

Opportunity Stage Filter

A comma-separated list of stage names for opportunities available to scope. Leave blank to see all opportunities. Use this to restrict which pipeline stages appear in ScopeStack.

Skip Revenue Sync

Check this box if you do not want ScopeStack to automatically update opportunity revenue in ConnectWise when your project is submitted for approval. By default, ScopeStack pushes the scoped revenue back to the ConnectWise opportunity at submission time.

Include Product in Revenue Sync

Check this box to include any product selected from ConnectWise when ScopeStack calculates and updates the opportunity revenue. Leave unchecked to sync only service revenue.

Verifying the Connection

A “Connected” status on the ConnectWise tile means your credentials are valid. To verify data is flowing, check the integration logs at Settings > Connected Apps > ConnectWise > View Logs.

Creating a ConnectWise Project from ScopeStack

ScopeStack maps project elements to ConnectWise as follows:

• ScopeStack Project Name > ConnectWise Project Name
• ScopeStack Phase > ConnectWise Work Plan Phase
• ScopeStack Services > ConnectWise Work Plan Ticket
• ScopeStack Sub-Services (if selected) > Task under a Work Plan Ticket
• ScopeStack Governance Items (if selected and assigned to a phase) > ConnectWise Ticket

Requirements

• The project must be approved in ScopeStack
• ConnectWise Connected App must be configured

Step-by-Step

Once your project is approved in ScopeStack, you will have the option to Create PSA Project. This button appears in the project’s action toolbar next to the approval buttons.

On this screen: The approved project’s action area shows a Create PSA Project button. Clicking it opens the ConnectWise project setup form.

On this screen: The ConnectWise project setup form includes fields for How would you like to integrate this project with ConnectWise? (new or existing project), Estimated Start Date, Estimated End Date, ConnectWise Project Board, ConnectWise Company, Initial Ticket Status, and an optional Use Project Template? toggle. At the bottom is a checkbox for Create ConnectWise Tickets for ScopeStack Governance Items?

To complete the setup, define:

• Estimated Start and End Date for your project.
• Project Board in ConnectWise Manage to create the project in.
• ConnectWise Client for your project. This list syncs once per day from ConnectWise.
• Whether to include governance items as tickets. The platform can only create these if you have assigned your governance items to your project’s phases.
• Whether to include Sub-Services as Tasks under the Work Plan Tickets. If a sub-service has a Service Description, that will be used as the task name; otherwise the sub-service name is used.

Governance Item Behavior

• If governance is set to Prorate, each item not assigned to a phase gets a ticket in every phase that includes effort. The effort is distributed across those individual-phased tickets.
• If a governance item is aligned to a specific phase, the ticket is created in that phase with all effort allocated to it.
• If the item is set to a Project Management phase, the ticket is created in a phase called “Project governance” with all effort allocated to it.

After you press Submit, it may take a few minutes for the project to be created. ConnectWise creates it using the API Member you configured.

Updating a Project

After creating the ConnectWise project, resubmitting from the PSA Integration section will add any new services to the PSA project, but will not update existing services.

CRM Features

Opportunity Forecast Sync

1. Associate a ConnectWise opportunity to your ScopeStack project using the Opportunity dropdown.

   On this screen: The project detail view shows an Opportunity dropdown in the CRM section. Select the matching ConnectWise Manage opportunity from the list to link it to this project.

2. As your deal moves through ScopeStack stages — Building, Pending Approval, Approved, Won, and Lost — the forecast on the linked ConnectWise opportunity updates automatically. The forecast is updated by adding a line for each Product, Professional Service, and Managed Service Total.

3. To sync revenue manually on an approved project, click the Update CRM button in the gear menu next to the project name.

On this screen: The project header shows the project name with a gear icon. Clicking the gear icon opens a context menu containing actions including Update CRM, which triggers a manual sync of revenue data back to the linked ConnectWise Manage opportunity.

Convert to Sales Order

Once a project is approved, you can convert it to a ConnectWise Sales Order.

On this screen: An approved project’s action toolbar includes a Create Sales Order button. Clicking it creates a sales order in ConnectWise Manage from the linked opportunity.

Troubleshooting

403 Forbidden errors on opportunity sync

The most common cause is the ConnectWise API user losing permissions. After a ConnectWise Manage update or security policy change, API member permissions can be reset. Check that your API user still has the permissions listed in the Prerequisites section above. Specifically verify:

• Sales > Opportunity: Inquire/Add/Edit = All
• Companies > Company Maintenance: Inquire = All

If permissions look correct but 403 errors persist, check whether your ConnectWise instance was recently updated. API version mismatches can cause 403 errors. Contact ScopeStack support with the specific error details from Settings > Connected Apps > ConnectWise > View Logs.