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

27 lines
865 B
Markdown

# 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`