Loop Communications will need the following information to setup your Connectwise integration:
- API Login ID
- API Password
- Agency Number
Instructions to create a Web Service API Account
Under Administration -> Web Service API, click "New" and create an account with the following settings:
- Web Service Application = Custom
- Login ID = Loopcom
- Data Security Based on “Entity Access Security Only”
- Entity Access, click Retrieve for Customer, CustomerContact, and Search
- Enter a password and record it to send to Loop Communications
- For additional information, consult the Vertafore API documentation
Instructions to get Agency Number
- Go to Administration -> Agency Overview -> Edit Agency
- Agency Number is the field labeled “Agency”
Send API Login ID, API Password, and Agency Number to Loop Communications for setup