ConnectWise PSA | Operate As Docs

Connect your client's ConnectWise PSA with a key they paste, and call its API through Operate As.

Website: connectwise.com
Connects by: Pasting a Public key
Category: Support
Services: 1
Tools: Pass-through only

Service	Key	Base URL
ConnectWise PSA	`connectwise-psa`	`https://{host}/v4_6_release/apis/3.0`

Your client also types their connectwise api address (api-na, api-eu or api-au .myconnectwise.net) and company id (What you type as Company when signing in).

Connecting

Your client makes a Public key in their ConnectWise PSA settings and pastes it on their link. Operate As tries it with ConnectWise PSA before saving it, and stores it encrypted. See Services connected with an API key.

Check they're connected

curl https://api.operate.as/v1/me/clients \
  -H "Authorization: Bearer $OPERATE_AS_API_KEY"

curl https://api.operate.as/v1/me/clients \  -H "Authorization: Bearer $OPERATE_AS_API_KEY"

Response

[
  {
    "id": "6f1c2a7e-...",
    "name": "Miller Dental",
    "services": [
      "connectwise-psa"
    ]
  }
]

[  {    "id": "6f1c2a7e-...",    "name": "Miller Dental",    "services": [      "connectwise-psa"    ]  }]

Permissions

What the client reads	Permission it asks for
Use the ConnectWise PSA key you paste, with only the access you gave that key	Chosen on the provider's screen

Pass-through

ConnectWise PSA has no ready-made tools yet. Call any endpoint of its API through Operate As instead, with the client's access attached.

Add the client

In Clients, add your client and select ConnectWise PSA. Then send them their link.

Your client connects

They paste a Public key from their ConnectWise PSA settings.

Find the endpoint

Pick the call from ConnectWise PSA's own API docs. Your path is everything after https://{host}/v4_6_release/apis/3.0, with the parts in braces filled in from your client's account.

Send it through Operate As

Use the client's ID, the service key connectwise-psa and that path. Your Operate As key goes in Authorization; the client's access is added for you.

See Pass-through requests for the full request and response format.

Call any endpoint

curl "https://api.operate.as/v1/clients/6f1c2a7e-.../connectwise-psa/system/info" \
  -H "Authorization: Bearer $OPERATE_AS_API_KEY"

curl "https://api.operate.as/v1/clients/6f1c2a7e-.../connectwise-psa/system/info" \  -H "Authorization: Bearer $OPERATE_AS_API_KEY"

Response

{
  "status": 200,
  "data": {
    "…": "the service's own response"
  },
  "encoding": "json"
}

{  "status": 200,  "data": {    "…": "the service's own response"  },  "encoding": "json"}

When access ends

A key works until your client deletes it in ConnectWise PSA. They can paste a new one on the same link at any time, and your workflows carry on without changes.

See Keeping access alive and Removing access.

Calls answer, once the key is deleted

{
  "status": 401,
  "data": {
    "…": "the service's own error"
  },
  "encoding": "json"
}

{  "status": 401,  "data": {    "…": "the service's own error"  },  "encoding": "json"}