ConnectWise PSA skills and tools under ops/connectwise (hub-sanitized 2026-11-01: client intel, internal workflow/credential/member/company ids, archived-page apiToken/sessionId stripped to placeholders)

ops/connectwise/connectwise-reporting/references/customer-aggregation-recipe.md

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+# ConnectWise Customer Aggregation Recipe
+
+Reference: How to aggregate open tickets by customer and enrich with primary contact details.
+
+## Use Case
+- "List customers who have had open tickets in the past N years"
+- "Show me every company with active Help Desk tickets and their primary contact email"
+
+## API Traversal
+
+```python
+import base64
+import requests
+from datetime import datetime, timedelta
+
+# Auth
+creds = {...}  # from ~/.secrets/connectwise
+auth_str = f"{company_id}{public_key}:{private_key}"
+encoded_auth = base64.b64encode(auth_str.encode()).decode()
+headers = {
+    'Authorization': f'Basic {encoded_auth}',
+    'clientId': client_id,
+    'Company-Id': company_id,
+    'Content-Type': 'application/json'
+}
+
+# 1. Fetch tickets
+base_url = 'https://cw.vistanetinc.com/v4_6_release/apis/3.0'
+two_years_ago = (datetime.now() - timedelta(days=730)).strftime('%Y-%m-%dT%H:%M:%SZ')
+conditions = f"board/id=1 and closedFlag=false and dateEntered>'{two_years_ago}'"
+url = f"{base_url}/service/tickets?conditions={conditions}&pageSize=1000"
+tickets = requests.get(url, headers=headers).json()
+
+# 2. Aggregate by company
+companies = {}
+for t in tickets:
+    status_name = t.get('status', {}).get('name', '')
+    if status_name.startswith('>'):
+        continue
+    comp_id = t.get('company', {}).get('id')
+    if not comp_id:
+        continue
+    companies.setdefault(comp_id, {
+        'name': t['company']['name'],
+        'ticket_count': 0,
+        'latest_date': t['_info']['dateEntered']
+    })
+    companies[comp_id]['ticket_count'] += 1
+    if t['_info']['dateEntered'] > companies[comp_id]['latest_date']:
+        companies[comp_id]['latest_date'] = t['_info']['dateEntered']
+
+# 3. Enrich with primary contact email
+for comp_id, data in companies.items():
+    comp = requests.get(f"{base_url}/company/companies/{comp_id}", headers=headers).json()
+    contact_id = comp.get('defaultContact', {}).get('id')
+    data['contact_name'] = comp.get('defaultContact', {}).get('name', 'N/A')
+    data['email'] = comp.get('invoiceToEmailAddress', 'N/A')
+
+    if contact_id:
+        contact = requests.get(f"{base_url}/company/contacts/{contact_id}", headers=headers).json()
+        for item in contact.get('communicationItems', []):
+            if item.get('type', {}).get('name') == 'Email' and item.get('defaultFlag'):
+                data['email'] = item['value']
+                break
+```
+
+## Board IDs
+- VistaNet Help Desk = 1
+- VistaNet Management = 25
+- Managed Service Alerts = 6
+
+## Known Gaps
+- Some companies (e.g., BJ LaRossa, Far West Rice Inc.) have no default contact email in CW. Display `N/A` gracefully.
+- `invoiceToEmailAddress` on the company record is often billing/AP, not the operational contact.