zeus-skills/ops/connectwise/connectwise-psa-reporting/references/connectwise_reference.md

ConnectWise PSA Technical Reference

Authentication

• Auth Format: Basic base64(companyid+publickey:privatekey)
• Client ID: <CLIENT_ID>
• Base URL: https://cw.vistanetinc.com/v4_6_release/apis/3.0

Reporting Conventions

"Open Tickets" Report

• Board: VistaNet Help Desk
• Filters:
  • closedFlag = false
  • Status does NOT start with > (e.g., exclude >Completed)
• Ordering: Newest to Oldest (dateEntered)
• Delivery: Professional HTML email to sbrown@vninc.com
• Fields: Ticket #, Company, Owner, Status, Summary

API Property Mappings

• Tickets: Use status (Object: contains id, name, Sort)
• Agreements: Use agreementStatus (String) instead of status

Common Endpoints

• Tickets: /service/tickets
• Agreements: /finance/agreements
• Companies: /company/companies