Table of contents
Step 1: Custom Security Role Set Up
Step 2: API Member Creation
Step 3: API Keys Generation
Step 4: Connect
Integration Wizard
Product setup
Map Your Customer Accounts
Configure Your Alerts and Tickets
The purpose of this guide is to provide you with the steps needed to integrate PowerDMARC with ConnectWise. You'll need both the Public and Private API Keys for this integration. These keys can be configured within the ConnectWise Internet Client. The following sections will walk you through the integration process.
Step 1: Custom Security Role Set Up
Create a security role with specific permissions tailored to meet the integration requirements. Altering the permissions outlined below could lead to API key issues.
1. Go to System > Security Roles.
2. Click on + New Item in the Security Roles section
3. Provide a name for the Role ID and click on Save.
4 Adjust the role permissions in the Security Modules for Role - "New Role Name" section.
The permissions will need to be set as follows:
Step 2: API Member Creation
Navigate to System > Members.
Open the API Members tab.
Click on + New Item under the API Members tab.
Fill out the details in the New Member form.
Assign the custom security role you created earlier to the Role ID.
Click Save and Close to apply the changes.
Step 3: API Keys Generation
Access the API Member you just created
Navigate to the API Keys tab.
Click the + New Item button.
Provide a description for the API Key and click Save.
The Public and Private Keys will be displayed. Make sure to store them securely, as they are required for the PowerDMARC integration.
Step 4: Connect
1. Log into your PowerDMARC MSSP Admin Portal and click on the "Integration" option in the left navigation panel.
2. On the Integrations page, click "Learn More" on the "ConnectWise" card.
3. In the top right corner of the page, click the "Connect" button to configure the integration
Integration Wizard
In the first step, provide the following information to establish the connection between PowerDMARC and ConnectWise:
Connection URL.
Your ConnectWise Company ID.
Public and Private API Keys generated earlier.
Product setup
The following step is to map the PowerDMARC product from the Product Catalog. Make sure PowerDMARC is added to your ConnectWise PSA™ product catalog; otherwise, it won’t appear in the dropdown menu.
Add PowerDMARC to your ConnectWise Product Catalog for it to be available in the integration.
Select the PowerDMARC product from the dropdown.
Choose a "Default Agreement" for all customers, which can be adjusted individually for each customer in the next step.
Map Your Customer Accounts
The integration enables you to link your companies in ConnectWise with PowerDMARC customer accounts. This mapping allows PowerDMARC alerts to be converted into tickets and assigned to a designated Service Board.
In the Customer mapping step, the first column allows you to select PowerDMARC account names, as represented in the PowerDMARC dashboard.
In the second column, you can choose which ConnectWise company you want to associate with each PowerDMARC account.
For each mapping, you can specify an Agreement for the company if the default Agreement does not apply.
To map all accounts at once, simply click the "Add All Accounts" button, and all available accounts will be added to the list.
Configure Your Alerts and Tickets
The integration between PowerDMARC and ConnectWise allows you to configure which PowerDMARC alerts should be forwarded to ConnectWise as tickets and assign them to a specific Service Board.
When mapping PowerDMARC alerts to ConnectWise tickets, you can set default settings, including:
Service Board
Ticket status
Ticket priority
On this page, you will have the option to individually enable or disable "DNS" and "Forensic" alert types for each domain. This allows you to customize the alerts you receive based on your needs.
You can also override the default Service Board settings for each mapped Company and specific domain, if necessary.
When an event, such as a DNS alert, is triggered, a ticket will be created in ConnectWise under the designated Service Board. This ticket will include a detailed description of the alert, providing all relevant information to help you address the issue promptly.
After making your selections, click the "Save" button to complete your configuration.