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Automate Documents from ConnectWise PSA Data

TurboDocx integrates directly with your ConnectWise PSA environment to eliminate manual copy-paste and transform your real data into documents, proposals, and presentations. Pull in data from companies, tickets, configurations, and more — and generate polished deliverables instantly.

What You Can Create​

  • 📄 Statements of Work (SOWs): Pull in configurations, timelines, and tasks from project boards
  • 🗌 Ticket Summaries: Turn tickets into polished summaries for clients
  • 💼 Client Reports: Generate reports using real company data and services
  • 🧠 Technical Docs: Document configurations, assets, or custom fields from ConnectWise
  • 🚰 Implementation Guides: Auto-generate guides from projects and recurring service tickets
  • 📊 Executive Briefs: Create management-facing updates using ConnectWise reporting fields

Before You Begin​

Not a PSA Admin?

Don’t worry — this guide walks you through step-by-step. You don’t have to be a PSA wizard. If you can follow a recipe, you can follow this. 🍻

You'll need:

  • Admin access to your ConnectWise PSA account
  • Your ConnectWise tenant endpoint URL (e.g., https://yourcompany.connectwise.com)
  • 5 minutes of time and a steady Wi-Fi signal 🚀

After completing the setup, you'll have:

  • Tenant Endpoint: Your ConnectWise server URL (e.g., https://yourcompany.connectwise.com)
  • Company Name: Your ConnectWise company identifier (Site or Company ID)
  • Public Key: API public key
  • Private Key: API private key
  • Client ID: ConnectWise client application ID (you can get this from https://developer.connectwise.com/ClientID)
Quick PSA Primer

ConnectWise PSA uses "API Members". You'll create a special user with read-only API access for TurboDocx.


Step 1: Create a Security Role and API Member​

A. Create a Read-Only Security Role​

  1. Log into the ConnectWise PSA dashboard
  2. Navigate to System in the left navigation
  3. Click on Security Roles

Creating Security Role

  1. Press the "+" (plus) button in the top-left corner to create a new role
  2. Set the Role ID to TurboDocxIntegration
  3. Configure the following permissions with Inquire Level access:

Company​

  • Company Maintenance – Inquire All
  • Company/Contact Group Maintenance – Inquire All
  • Configurations – Inquire All
  • Contacts – Inquire All
  • CRM/Sales Activities – Inquire All
  • Manage Attachments – Inquire All
  • Notes – Inquire All
  • Reports – Inquire All
  • Team Members – Inquire All

Finance​

  • Agreement Invoicing – Inquire All
  • Agreement Sales – Inquire All
  • Agreements – Inquire All
  • Billing View Time – Inquire All
  • Invoicing – Inquire All
  • Reports – Inquire All

Projects​

  • All Permissions – Inquire All

Sales​

  • Closed Opportunity – Inquire All
  • Opportunity – Inquire All
  • Sales Orders – Inquire All
  • Sales Orders Finance – Inquire All

Service Desk​

  • Change Approvals – Inquire All
  • Close Service Tickets – Inquire All
  • Merge Tickets – Inquire All
  • Reports – Inquire All
  • Resource Scheduling – Inquire All
  • Service Tickets – Inquire All
  • Service Tickets – Finance – Inquire All

System​

  • Member Maintenance – Inquire All
  • My Company – Inquire All

Time and Expense​

  • Time Entry – Inquire
  1. Save the new role
Best Practice

The TurboDocx integration uses read-only access (Inquire level) to retrieve data from ConnectWise without making any modifications to your system.

B. Add API Member​

  1. Go to System → Members Navigate to ConnectWise Members

  2. Click the API Members tab Click API Members Tab

  3. Click "+" (Add New Member) Click Plus to Add New API Member

  4. Fill out the form: Fill Out API Member Form

    • Member ID: TurboDocx
    • Role ID: TurboDocxIntegration
    • Level: Corporate
    • Name/Email: Your CW Admin, CWAdmin@yourcompany.com
    • Location & Business Unit: Required fields

C. Generate API Keys​

  1. Scroll to API Keys at the bottom Click API Keys Section

  2. Click "+", name it TurboDocx Key

  3. Save and securely store the Public and Private API keys


Step 2: Configure TurboDocx​

  1. Log into your TurboDocx dashboard
  2. Go to Settings → Organization Settings
  3. Find ConnectWise PSA Integration and click Configure

TurboDocx ConnectWise Configuration Fields

Enter Required Information​

  • Tenant Endpoint: e.g. https://yourcompany.connectwise.com (or select from regional options)
  • Company Name: Your ConnectWise Site or Company ID
  • Public Key: The public API key generated in Step 2
  • Private Key: The private API key generated in Step 2
  • Client ID: Your ConnectWise client application ID

Click Save Settings, then Test Connection to validate access.

What Testing the Connection Does

It validates your credentials and pulls your ticket types, boards, statuses, configurations, and custom fields for use in documents.


Step 3: Generate Documents from ConnectWise​

  1. Open the Document Generator in TurboDocx
  2. Click New Document
  3. Choose a template
  4. Under Change Source, select ConnectWise PSA

Click on ConnectWise PSA Agent in App Library

  1. Choose the object type: Tickets, Projects, Companies, etc.
  2. Select records you want to use

Access to Records in TurboDocx

Example Prompts​

  • “Create an SOW for this project with timelines, configurations, and tasks.”
  • “Generate a config documentation PDF for selected assets.”
  • “Summarize all open tickets for this company.”

Troubleshooting​

"Invalid Credentials" Error​

  • Check API keys, Company Name (Site/Company ID), and Tenant Endpoint
  • Confirm role permissions and member status
  • Verify Client ID is correct

"Connection Failed" Error​

  • Click Test Connection to verify settings
  • Ensure your PSA instance has data to access
  • Check that your tenant endpoint URL is correct

“Permission Denied”​

  • Review the API member’s security role permissions
Still Stuck?

Take a screenshot, note the step, and send it to our support team.


Security and Privacy​

  • 🔐 Read-only access only
  • 📦 Encrypted data transfers
  • 🔒 API keys are not stored permanently
  • 🔍 Access can be revoked at any time in ConnectWise

Final Thoughts​

You're ready to:

  • Generate project documents with no formatting headaches
  • Turn tickets and configs into polished deliverables
  • Automate technical documentation and reporting
Last Tip

Clean ConnectWise data = clean, impressive documents. Keep your CRM tidy!

Appendix: Permission Requirements Explained​

Understanding why TurboDocx requires specific Inquire permissions helps ensure proper setup and security compliance.

Company Permissions​

Company Maintenance

  • Inquire All - Without this, TurboDocx can't query what companies exist for document generation

Company/Contact Group Maintenance

  • Inquire All - Provides access to company and contact grouping data for organizational document generation

Configurations

  • Inquire All - Enables access to company configuration data for technical documentation and reports

Contacts

  • Inquire All - Essential for retrieving contact data to populate documents with recipient information

CRM/Sales Activities

  • Inquire All - Without this, TurboDocx can't access sales activity data for inclusion in reports and proposals

Manage Attachments

  • Inquire All - Required to access existing attachments for document templating

Notes

  • Inquire All - Allows TurboDocx to review company and contact notes for inclusion in generated documents

Reports

  • Inquire All - Provides access to existing report data for comprehensive document generation

Team Members

  • Inquire All - Required to identify team members for assignment and attribution in generated documents

Finance Permissions​

Agreement Invoicing

  • Inquire All - Provides access to agreement invoicing data for generating billing documents and financial reports

Agreement Sales

  • Inquire All - Enables access to agreement sales data for creating sales reports and contract documentation

Agreements

  • Inquire All - Provides access to agreement data for generating contracts, SOWs, and billing documents

Billing View Time

  • Inquire All - Allows access to time tracking data for creating detailed billing reports and invoices

Invoicing

  • Inquire All - Enables access to invoicing data for generating financial reports and billing summaries

Reports

  • Inquire All - Provides access to financial reporting data for comprehensive document generation

Project Management Permissions​

All Permissions

  • Inquire All - Comprehensive access to all project data enables generation of project documentation, status reports, and project summaries

Sales Permissions​

Closed Opportunity

  • Inquire All - Provides access to closed opportunity data for won/lost analysis and historical sales reporting

Opportunity

  • Inquire All - Essential for accessing active opportunity data to generate proposals, quotes, and sales reports

Sales Orders

  • Inquire All - Enables access to sales order data for order documentation and fulfillment tracking

Sales Orders Finance

  • Inquire All - Provides access to financial aspects of sales orders for billing and revenue reporting

Service Desk Permissions​

Change Approvals

  • Inquire All - Provides access to change approval data for compliance and change management reporting

Close Service Tickets

  • Inquire All - Allows access to completed ticket data for historical reporting and closure documentation

Merge Tickets

  • Inquire All - Enables access to merged ticket data for comprehensive service history tracking

Reports

  • Inquire All - Provides access to service desk reporting data for comprehensive document generation

Resource Scheduling

  • Inquire All - Provides access to scheduling data for resource allocation reports and planning documents

Service Tickets

  • Inquire All - Essential for accessing ticket data to generate service reports and client summaries

Service Tickets – Finance

  • Inquire All - Enables access to ticket financial data for billing reports and cost analysis

System Permissions​

Member Maintenance

  • Inquire All - Required to identify team members for assignment and attribution in generated documents

My Company

  • Inquire All - Provides access to company configuration and branding information for document customization

Time and Expense Permissions​

Time Entry

  • Inquire - Enables access to time tracking data for billing reports and project summaries
Security Note

All permissions are set at the Inquire level to ensure TurboDocx operates with read-only access, maintaining data security while enabling document generation functionality.

May your configs be documented, your projects delivered, and your SOWs write themselves — automatically.

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