ExCwmanage

Required Configuration

The following configuration information is required to connect to the ConnectWise API. This can be supplied through creating a dev.secret.exs and prod.secret.exs file or by setting environment variables (preferred for production).

Obtaining required configuration

1. API root: This will be one of the following site urls with additional version information to create the api url. This is subject to change.

• api-au.myconnectwise.net
• api-eu.myconnectwise.net
• api-na.myconnectwise.net
• Example API root url https://api-na.myconnectwise.net/v2019_5/apis/3.0/. As of 2019 the "release" tracks your connectwise version. Please see the following documentation https://developer.connectwise.com/Best_Practices/Manage_Cloud_URL_Formatting?mt-learningpath=manage

2. Company Id: When you log into connectwise this is your Company Name
3. Public and Private Key: (Follow this guide https://docs.connectwise.com/ConnectWise_Documentation/090/040/010/010/060)
4. Create a "client id": https://developer.connectwise.com/ClientID

Using secret files

dev.secret.exs and prod.secret.exs are in the config folder and are called based on the environment you are in. Below is an example file

use Mix.Config

config :ex_cwmanage,
  cw_api_root: "https://api-na.myconnectwise.net/v4_6_release/apis/3.0/",
  cw_companyid: "MYCOMPANYID",
  cw_publickey: "MYPUBLICKEY",
  cw_privatekey: "MYPRIVATEKEY"
  cw_clientid: "MYCLIENTID"

Using environment variables

The following environment variables need to be set if you are not using a secret file. This is the recommended method for production.

• CW_API_ROOT
• CW_COMPANYID
• CW_PUBLICKEY
• CW_PRIVATEKEY
• CW_CLIENTID

Usage

API Requests

The api follows the standard HTTP REST conventions outlined in the ConnectWise API

HTTP Methods

    POST
        Create entity or any non CRUD action
    GET
        Return entity or list of entities
    PUT
        Replace all fields on entity with supplied fields
    PATCH
        Update specific fields on an entity
    DELETE
        Remove entity

Options

Different resources in the api allow addition options to be passed along using normal url "query" formatting. Full details are available here https://developer.connectwise.com/Products/Manage/Developer_Guide#Query_String_Parameters

Examples

ExCwmanage.Api.get("/system/info")

ExCwmanage.Api.get("/finances/invoices/count", [conditions: "id=1234"])

ExCwmanage.Api.get("/finances/invoices", [conditions: "id=1234", orderBy: "id"])

ExCwmanage.Api.get_page("/finances/invoices", [pagesize: 100, pageid: 123])

The ConnecWise API

https://developer.connectwise.com/Products/Manage/Developer_Guide

Changes

• version 0.3.0 - removed version tag in accept header that bumps us up to the latest version of the API. The api should be backwards compatible but this is considered a breaking change.

Installation

If available in Hex, the package can be installed by adding ex_cwmanage to your list of dependencies in mix.exs:

def deps do
  [
    {:ex_cwmanage, "~> 0.3.0"}
  ]
end

Documentation can be generated with ExDoc and published on HexDocs. Once published, the docs can be found at https://hexdocs.pm/ex_cwmanage.