ConnectWise PSA integration setup with NordPass MSP

Introduction

This article explains how to integrate NordPass with ConnectWise PSA. The integration allows MSPs to import and map companies, synchronize agreements, and automatically update monthly subscription usage data, helping to streamline billing and invoicing with accurate and reliable usage information.

Only MSP-managed organizations can be synced with ConnectWise PSA. To complete the setup, you need both a NordPass MSP account and a ConnectWise PSA account.

 

Here's what to do

Create an API member in ConnectWise PSA

  1. Log in to your ConnectWise PSA account.
  2. Go to “System”, select “Security Roles”, click "+", and create a new role.
  3. Set the following access levels:
    • Company Maintenance – Inquire
    • Table Setup – Inquire
    • Product Catalog – Add, Inquire
    • Agreements – Add, Edit, Inquire
      (Alternatively, you can use the Admin role, but using minimum required permissions is recommended.)
       
  4. Go to “System”, select “Members”.
  5. Select “API Members” and click "+" to add a new API member.
  6. Fill in the required information, assign the newly created role (or Admin role), and click "Save".
  7. Open the API Keys tab, generate the Public and Private API keys, and save them for later use.
  8. Log in to the NordPass MSP Admin Panel.
  9. Go to “Integrations” and select “ConnectWise PSA”.
  10. Enter your ConnectWise site URL (HTTPS only), Company ID, and the Public and Private API keys, then click "Save".

 

Configure the integration and mapping in NordPass

  1. To map existing products, click "Map products", select the corresponding products, click "Done", and then click "Confirm Mapping".
    Note: If the products do not exist, click "Create product in ConnectWise PSA", then complete the product setup in ConnectWise PSA.
     
  2. Confirm that the integration status changes to "Active".
     

Company and agreement mapping

  1. Click "Import and map companies from ConnectWise PSA".
  2. Select the company types and statuses you want to import.
  3. For each company, select the corresponding ConnectWise PSA agreement and NordPass organization, then click "Map".
  4. If the organization does not exist in NordPass, select "Add organization", enter the organization details, choose a license type and plan, and click "Map".

 

Additional tips

  • Usage data is synced automatically at 00:30 UTC on the first day of each month, covering the previous month.
  • Select "Sync now" to instantly update usage data and overwrite previously synced values.
  • New companies or agreements are not imported automatically; to update mappings, click "Import Companies" in the Organizations tab of the MSP Admin Panel.
  • You can update credentials, remap products, or disconnect the integration from the Integrations section.
  • Disconnecting the integration stops data synchronization and removes all mappings.

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