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Manage and troubleshoot

Manage the ConnectWise connection

Check, re-key, retarget or disconnect the ConnectWise integration, and see what Lemhi can access in ConnectWise.

Written By The Lemhi Product Team

Last updated 1 day ago

For Lemhi Admins who already connected ConnectWise. Everything below happens on the ConnectWise page: Settings > Integrations > ConnectWise PSA > Manage.

Managing the connection

To do this

Do this on the ConnectWise page

Confirm the connection still works

Select Check connection. If the role has no Project rows, the card shows "Project tickets need Project permissions on the API member. Service tickets still work." Service pushes keep working

Rotate keys, or replace a deleted key pair

Create a new key pair in ConnectWise (Step 3), then select Re-enter keys

Change where service tickets land by default

Pick a new Default service board and save. Tickets already created stay where they are

Stop using the integration

Select Disconnect. Compass can no longer push to ConnectWise. Ticket numbers already on tasks stay visible as history. Disconnecting also clears your client mappings and default board, so after reconnecting, run Auto-map and choose the board again

Team members who are not Admins see "Ask a tenant admin to set it up." on the card, or the settings read-only with "Ask a tenant admin to change these settings."

What Lemhi can and cannot access in ConnectWise

Lemhi works only through the API member and security role you created in the security role article, so you control its reach. With the required rows in Step 1, Lemhi can read companies, service boards and their statuses and teams, and member names; create service tickets; read tickets; add a note to a ticket you link; and register a callback on each board so a ticket closed or reopened in ConnectWise updates its Compass task. With the optional Project rows, it can also read the client's open projects and their phases, and create, read, and add a link note to project tickets. It never creates companies, projects, or phases, never deletes tickets, and never changes a ticket after creating it, apart from the single note on a link.

Lemhi stores your private key encrypted and never shows it again after you save. To cut off access at any time, delete the key pair or the API member in ConnectWise, or select Disconnect in Lemhi.

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