ConnectWise PSA

Open-Source ConnectWise PSA Connector

ConnectWise PSA

The ConnectWise PSA connector enables easy and secure data synchronization between your application and your customers’ ConnectWise PSA accounts through unified data models.

Authorization

OAuth

The ConnectWise PSA connector uses OAuth for secure authentication. When creating a connection, the required OAuth scopes are automatically configured based on your specific operations needs (e.g. genericContact::create, genericUser::list).

✓ Automatic token refresh handling
✓ Proactive insufficient permissions detection

View our step-by-step integration guide

Whitelabel

Supported
You can choose to provide your own set of clientId and clientSecret for this connector from the Morph Cloud dashboard; allowing a fully whitelabled experience for your end-customers.

TypeScript

import { Morph } from "@runmorph/cloud";

const morph = Morph({ publicKey: "pk_demo_xxxxxxxxxxxxxxx", secretKey: "sk_demo_xxxxxxxxxxxxxxx"}); 

// create a new connection
const connection = morph.connections({ connectorId: "connectwise-psa", ownerId: "demo" });
await connection.create({ operations:[ "genericContact::list" ]});

// auhtorize the connection
const { auhtorizationUrl } = await connection.authorize();

// redirect the user to the auhtorizationUrl

Try a live demo of ConnectWise PSA connection ✨

Live Demo
Select a connector below to experience our seamless authentication flow and see how easy it is to connect third-party services.

Models

Generic

Contact

The ConnectWise PSA connector seamlessly integrates with our unified genericContact model, enabling you to manage Contacts with rich data including firstName, lastName, phoneNumber, email and other key details

API Reference

GET	/resources/genericContact	List and Search ConnectWise PSA Contacts
GET	/resources/genericContact/:id	Retrieve a ConnectWise PSA Contact
POST	/resources/genericContact	Create a ConnectWise PSA Contact
PATCH	/resources/genericContact/:id	Update a ConnectWise PSA Contact
DEL	/resources/genericContact/:id	Delete a ConnectWise PSA Contact

Custom Fields

Supported
The ConnectWise PSA connector supports our Field Mapping feature, enabling you or your customers to seamlessly map ConnectWise PSA Contact custom fields to the unified contact model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Contact model details

Company

The ConnectWise PSA connector seamlessly integrates with our unified genericCompany model, enabling you to manage Companies with rich data including name and other key details

API Reference

GET	/resources/genericCompany	List and Search ConnectWise PSA Companies
GET	/resources/genericCompany/:id	Retrieve a ConnectWise PSA Company
POST	/resources/genericCompany	Create a ConnectWise PSA Company
PATCH	/resources/genericCompany/:id	Update a ConnectWise PSA Company
DEL	/resources/genericCompany/:id	Delete a ConnectWise PSA Company

Custom Fields

Supported
The ConnectWise PSA connector supports our Field Mapping feature, enabling you or your customers to seamlessly map ConnectWise PSA Company custom fields to the unified company model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Company model details

User

The ConnectWise PSA connector seamlessly integrates with our unified genericUser model, enabling you to manage Users with rich data including firstName, lastName, email and other key details

API Reference

GET	/resources/genericUser	List and Search ConnectWise PSA Users
GET	/resources/genericUser/:id	Retrieve a ConnectWise PSA User
POST	/resources/genericUser	Create a ConnectWise PSA User
PATCH	/resources/genericUser/:id	Update a ConnectWise PSA User
DEL	/resources/genericUser/:id	Delete a ConnectWise PSA User

Custom Fields

Supported
The ConnectWise PSA connector supports our Field Mapping feature, enabling you or your customers to seamlessly map ConnectWise PSA User custom fields to the unified user model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view User model details

Workspace

The ConnectWise PSA connector seamlessly integrates with our unified genericWorkspace model, enabling you to manage Workspaces with rich data including name and other key details

API Reference

GET	/resources/genericWorkspace	List and Search ConnectWise PSA Workspaces
GET	/resources/genericWorkspace/:id	Retrieve a ConnectWise PSA Workspace
POST	/resources/genericWorkspace	Create a ConnectWise PSA Workspace
PATCH	/resources/genericWorkspace/:id	Update a ConnectWise PSA Workspace
DEL	/resources/genericWorkspace/:id	Delete a ConnectWise PSA Workspace

Custom Fields

Supported
The ConnectWise PSA connector supports our Field Mapping feature, enabling you or your customers to seamlessly map ConnectWise PSA Workspace custom fields to the unified workspace model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Workspace model details

Ticketing

Project

The ConnectWise PSA connector seamlessly integrates with our unified ticketProject model, enabling you to manage Projects with rich data including name, description, members and other key details

API Reference

GET	/resources/ticketProject	List and Search ConnectWise PSA Projects
GET	/resources/ticketProject/:id	Retrieve a ConnectWise PSA Project
POST	/resources/ticketProject	Create a ConnectWise PSA Project
PATCH	/resources/ticketProject/:id	Update a ConnectWise PSA Project
DEL	/resources/ticketProject/:id	Delete a ConnectWise PSA Project

view Project model details

Issue

The ConnectWise PSA connector seamlessly integrates with our unified ticketIssue model, enabling you to manage Issues with rich data including project, title, description, status, priority and other key details

API Reference

GET	/resources/ticketIssue	List and Search ConnectWise PSA Issues
GET	/resources/ticketIssue/:id	Retrieve a ConnectWise PSA Issue
POST	/resources/ticketIssue	Create a ConnectWise PSA Issue
PATCH	/resources/ticketIssue/:id	Update a ConnectWise PSA Issue
DEL	/resources/ticketIssue/:id	Delete a ConnectWise PSA Issue

view Issue model details

Comment

The ConnectWise PSA connector seamlessly integrates with our unified ticketComment model, enabling you to manage Comments with rich data including issue, author, content, isInternal and other key details

API Reference

GET	/resources/ticketComment	List and Search ConnectWise PSA Comments
GET	/resources/ticketComment/:id	Retrieve a ConnectWise PSA Comment
POST	/resources/ticketComment	Create a ConnectWise PSA Comment
PATCH	/resources/ticketComment/:id	Update a ConnectWise PSA Comment
DEL	/resources/ticketComment/:id	Delete a ConnectWise PSA Comment

view Comment model details

Custom

Supported
Can’t find the unified model you need? The ConnectWise PSA connector supports your own custom model.

Webhooks

Events Subscription

The ConnectWise PSA connector supports real-time event subscriptions, allowing you to receive instant notifications when records are created, updated, or deleted. Below are the supported models and their corresponding triggers.

Models	Created	Updated	Deleted	API Reference
genericContact				view event
genericCompany				view event
genericUser				view event
genericWorkspace				view event
ticketProject				view event
ticketIssue				view event
ticketComment				view event

Proxy

Supported
The ConnectWise PSA connector supports our Proxy Request feature, allowing you to directly call any endpoints from ConnectWise PSA’s public API without needing to handle authentication. Your customer’s token will be automatically set and refreshed as needed, enabling quick implementation of custom connector behaviors. View API Reference.

Assistant

Responses are generated using AI and may contain mistakes.