Connectwise PSA API Creation & zofiQ Integration

Last updated: March 16, 2026

Introduction

This document outlines the steps required to integrate your ConnectWise PSA instance with the zofiQ Platform. 

Requirements

ConnectWise PSA User account with sufficient permissions to: 

  • Create new security roles 

  • Create new API Members

  • Create API Keys

Step 1: Security Role & API Endpoint Configuration

Step 1: Security Role & API Endpoint Configuration

Log into ConnectWise PSA with your administrative account.

- Security Role Setup

Click on "System"

Then on "Security Roles"

Screenshot 2026-01-29 at 8.03.28 PM.png

Click on the "+" Icon to create a new Security Role.

Screenshot 2026-01-29 at 8.05.25 PM.png

You now need to name the Security Role.

You can call this "zofiQ Sec Role" for simplicity.

Once you have entered the name, click on the "Save" Icon.

Screenshot 2026-01-29 at 8.08.02 PM.png

Once the save has been comitted, you will now see the security modules that you need to configure per the tables below.

Screenshot 2026-01-29 at 8.09.59 PM.png

- Security Modules: Company

ROLE

ADD

EDIT

DELETE

INQUIRE

Company Maintenance

ALL

ALL

NONE

ALL

Company/ Contact Group Maintenance

NONE

NONE

NONE

ALL

Configurations

ALL

ALL

NONE

ALL

Contacts

ALL

ALL

NONE

ALL

Manage Attachments

ALL

ALL

MY

ALL

Management

NONE

NONE

NONE

ALL

Notes

ALL

ALL

NONE

ALL

Reports

NONE

NONE

NONE

ALL

Team Members

NONE

NONE

NONE

ALL

Tracks

NONE

NONE

NONE

ALL

- Security Modules: Finance

ROLE

ADD

EDIT

DELETE

INQUIRE

Agreements (Customize)

NONE

NONE

NONE

ALL

- Security Modules: Service Desk

ROLE

ADD

EDIT

DELETE

INQUIRE

Close Service Tickets

ALL

ALL

NONE

ALL

Cloud Console

NONE

NONE

NONE

ALL

Knowledge Base Approver

NONE

NONE

NONE

ALL

Knowledge Base Creator

NONE

NONE

NONE

ALL

Launch Remote Access

ALL

ALL

NONE

ALL

Merge Tickets

ALL

ALL

NONE

ALL

Print Service Signoff

ALL

ALL

NONE

ALL

Reporting

NONE

NONE

NONE

ALL

Resource Scheduling (Customize)

ALL

ALL

NONE

ALL

Service Ticket - Dependencies

ALL

ALL

ALL

ALL

Service Tickets

ALL

ALL

NONE

ALL

SLA Dashboard

NONE

NONE

NONE

ALL

Ticket Templates

NONE

NONE

NONE

ALL

Resource Scheduling (Customize)

image.png

  • Select All Sites that can be Dispatched (

image.png

- Security Modules: System

ROLE

ADD

EDIT

DELETE

INQUIRE

Managed Hosted API

ALL

ALL

NONE

ALL

Member Maintenance

NONE

NONE

NONE

ALL

My Company

ALL

ALL

NONE

ALL

Table Setup (Customize)

ALL

ALL

ALL

ALL

Table Setup (Customize)

image.png

  • Allow Access to: General/Calendar & General/Holiday

image.pngimage.png

  • NOTE: zofiQ currently requires access all of the Setup Tables other than Company/ Configuration (Asio) and Company/ Configuration Status (Asio)

- Security Modules: Time & Expenses

ROLE

ADD

EDIT

DELETE

INQUIRE

Time Entry

ALL

ALL

NONE

ALL

Step 2: API Member & API Key Creation

Click on "System"

Then on "Members"

Screenshot 2026-01-30 at 9.15.49 AM.png

Click on "API Members"

Screenshot 2026-01-30 at 9.21.01 AM.png

Click on the "+" Icon

Screenshot 2026-01-30 at 9.21.19 AM.png

Under Profile, enter the following information:

Member ID: zofiQ

Member Name: zofiQ API Member

Under System:

Click on the dropdown menu and select "ZOFIQ API" or the name that you called the Security role if different.

Ensure that all other fields under system align to your "Level 1" Org

Screenshot 2026-01-30 at 9.22.06 AM.png

Click on the "Save" icon

Screenshot 2026-01-30 at 9.24.54 AM.png

Click on "API Keys"

Screenshot 2026-01-30 at 9.25.48 AM.png

Click on the "+" Icon

Screenshot 2026-01-30 at 9.25.57 AM.png

In the "Description" Field, enter "zofiQ API Keys"

Click "Save"

Screenshot 2026-01-30 at 9.26.15 AM.png

You will then be presented with your API Keys.

Document these in a secure location such as a password vault.

Screenshot 2026-01-30 at 9.26.31 AM.png

Step 3: Claiming your zofiQ Integration Link

Now that you have created your API Member and generated the API Keys, you can complete the onboarding form. The link to this form will be sent to your point of contact, they will need to fill out the form to start the integration.

This will automatically start to ingest your last six months of ticket data and training your instance.

Follow the steps below to complete the integration of ConnectWise and zofiQ:

When you click on the invite link in your welcome email, you will be presented with this screen.

Once you have confirmed that the information is correct, click on "Get Started"

Screenshot 2026-01-30 at 10.49.27 AM.png

You will then have the ability to enter the following information:

  • Company ID

  • API Key

  • API Secret

  • API URL

Once you click on "Complete Setup" the zofiQ platform will conduct a validation test to confirm that the API Endpoints are accessible.

If you get the following error "Invalid configuration - check credentials and settings" your entry did not pass our validation checks and you will need to confirm the above fields for accuracy.

Screenshot 2026-01-30 at 10.50.24 AM.png

Common Troubleshooting Issues

Q. Upon initial integration, zofiQ Agents are unable to query the most recent tickets in my PSA

A. Double check that there are no third party software/firewall issues that may prevent the webhook from firing. Specifically ones that may be affecting outbound calls.

  • Eg. Threat Locker