ConnectWise Manage

Overview

This node integrates with the ConnectWise Manage API to perform operations on various resources, including expenses. Specifically, for the Expense resource and the Search operation, it allows users to search for expense records based on a custom search query. This is useful in scenarios where you want to filter expenses dynamically using conditions such as date ranges, amounts, or descriptions.

Practical examples include:

• Searching for all expenses related to a specific project or client.
• Filtering expenses above a certain amount or within a particular date range.
• Retrieving expenses ordered by a specific field like ID or date.

The node handles pagination automatically if requested, allowing retrieval of all matching expenses without manual paging.

Properties

Note: The property "Order By" appears twice in the input properties but effectively serves the same purpose — specifying the field and direction to sort the search results.

Output

The node outputs an array of JSON objects representing the expense records that match the search criteria. Each item corresponds to one expense and contains all fields returned by the ConnectWise Manage API for an expense resource.

The structure of each JSON object includes standard expense fields such as:

• expenseId (primary key)
• description
• Other metadata fields as provided by the API response.

No binary data output is associated with this operation.

Dependencies

• Requires an active connection to the ConnectWise Manage API.
• Needs an API authentication credential configured in n8n (an API key or token).
• The node uses the base URL from the credential configuration to construct API requests.

Troubleshooting

• Error: Operation 'search' is not supported for resource 'expense'
  This error indicates a mismatch between the selected resource and operation. Ensure that the resource is set to "Expense" and the operation to "Search".

• API request failed / ConnectWise Error Response Body:
  Indicates issues with the API call, possibly due to invalid credentials, incorrect search query syntax, or network problems. Verify API credentials and the correctness of the search query.

• Missing required parameter 'searchQuery'
  The search query is mandatory. Make sure to provide a valid search string to filter expenses.

• Pagination issues (missing some results)
  If not all results are returned, check the "Return All" option (if available) to enable automatic pagination.

Links and References

• ConnectWise Manage API Documentation
• n8n Documentation - Creating Custom Nodes