How to generate your ConnectWise Client ID
To set up the migration from or to ConnectWise you need to provide the Client ID. It is a unique identifier that is required for API integrations. Since our tool uses API to migrate data, this information is required to make the migration possible.
In order to generate your Client ID, do the following:
Step 1. Follow this link and sign in using the credentials provided by ConnectWise when you registered your account:
Step 2. Click on the "Vendor Client IDs" button:
Step 3. Now, press the "Create New Integration" button:
Step 4. Set the necessary parameters. Give the integration a name and a short description. Set the integration to Private and specify your ConnectWise email in the Technical Contact Email field. Then, click on the "Submit" button:
Sometimes, you might get the following notification on your screen after setting the necessary parameters and pressing the "Submit" button:
In such a case, you'll have to scroll the page down a little bit so that you'll see the following form:
Please fill it in and click on the “Send” button. This way, your Client ID will be created. However, keep in mind that it might take up to three business days.
Step 5. After creating your Client ID, copy and paste it into the corresponding field of the Migration Wizard tool:
Step 6. Continue your migration.