To connect Dex to ConnectWise PSA (Manage), you create an API Member with public/private API keys, plus your Company ID, your site/region URL, and a Client ID from the ConnectWise developer portal.
Steps
1In ConnectWise Manage, go to System → Members and open the API Members tab.
2Click + New Item, complete the form, set Role ID to Admin (or a suitable custom role), and Save.
3Open the new API Member, go to the API Keys tab, click + New Item, add a description, and Save.
4Copy both the Public Key and Private Key immediately — the private key is not shown again.
5Note your Company ID (the company you log in with) and your site/region URL (e.g. https://api-na.myconnectwise.net).
6Register an integration at developer.connectwise.com to obtain a Client ID (sent as the clientId header on every request).
Paste into Dex
The connection form in the Dex app store asks for these values:
Company ID
Your ConnectWise login company identifier.
Public Key
Private Key
Shown only once at creation.
Client ID
From developer.connectwise.com; sent as the clientId header.
Site / API base URL
Region-specific, e.g. https://api-na.myconnectwise.net
