ConnectWise

ConnectWise Manage

ConnectWise Manage is the PSA source. Hal reads it so an alert that names a client carries the surrounding record — who they are, what’s documented, what’s open on the board, and who to contact. The event stops being an anonymous log line and becomes a known client with history.

What Hal reads:

• Companies, contacts, and sites
• Configurations — the documented assets, searchable by name, IP, or serial
• Service tickets and ticket notes
• Knowledge base articles
• Service agreements
• Time entries, timesheets, schedule entries, and per-record audit trails

Access is strictly read-only. Hal connects with an Inquire-level role and never adds, edits, or deletes anything in ConnectWise.

How to connect

In the Hal portal, add a read-only ConnectWise API credential — a dedicated API member assigned an Inquire-only role. Hal tests the connection and reports the ConnectWise version on success. Setup walkthroughs are in Getting Started.

The marketing overview — what ConnectWise gives Hal and why — is at /integrations/connectwise/.