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:

Sign in to ConnectWise Screenshot

Step 2. Click on the "Vendor Client IDs" button:

Selecting Vendor ID in ConnectWise Screenshot

Step 3. Now, press the "Create New Integration" button:

Creating New Integration in ConnectWise Screenshot

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:

Filling in the Client ID fields in ConnectWise Screenshot

Note: Public integration means that multiple companies can use it. For instance, if you posted an app on the marketplace, it would need to be a public integration. Private integration is for hooking up ConnectWise to a specific service.

Sometimes, you might get the following notification on your screen after setting the necessary parameters and pressing the "Submit" button:

A Message from ConnectWise Screenshot

In such a case, you'll have to scroll the page down a little bit so that you'll see the following form:

Filling in the Form in ConnectWise Screenshot

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:

Copying Client ID in ConnectWise Screenshot

Step 6. Continue your migration.

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