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ConnectWise Manage

Consume ConnectWise Manage API

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Overview

The node integrates with the ConnectWise Manage API to perform various operations on different resources within ConnectWise Manage. Specifically, for the Opportunity resource with the Get Many operation, it retrieves multiple sales opportunity records from the ConnectWise system.

This operation is useful when you want to fetch a list of sales opportunities for reporting, analysis, or further automation workflows. For example, you might use this node to:

  • Retrieve all open sales opportunities sorted by their expected close date.
  • Fetch a paginated list of opportunities to display in a dashboard.
  • Export opportunity data for integration with other CRM or ERP systems.

Properties

Name Meaning
Return All Whether to return all results or only up to a given limit.
Limit Maximum number of results to return (used if "Return All" is false).
Page Number The page number to retrieve (starts at 1).
Page Size Number of results to return per page (max 1000).
Order By Field to order results by, e.g., "id" or "ID desc" to sort descending by ID.

These properties control how many opportunity records are fetched and how they are ordered.

Output

The output is an array of JSON objects, each representing a single opportunity record retrieved from ConnectWise Manage. Each object contains fields as defined by the ConnectWise Manage API for opportunities, such as opportunity ID, name, status, and other relevant details.

If binary data were involved (not applicable for this operation), it would be included in a binary property, but for "Get Many" on Opportunity, only JSON data is returned.

Dependencies

  • Requires an active connection to the ConnectWise Manage API via an API key credential configured in n8n.
  • The node uses the base URL from the credential configuration to make authenticated REST API calls.
  • No additional external dependencies beyond the ConnectWise Manage API and n8n's HTTP request helper.

Troubleshooting

  • Common issues:

    • Invalid or missing API credentials will cause authentication failures.
    • Requesting too large a page size or too many pages may hit API rate limits or timeouts.
    • Incorrect orderBy field names may result in API errors or unexpected sorting.
    • If the resource or operation parameters are incorrect, the node throws an error indicating unsupported operations.

  • Error messages:

    • "Operation 'getAll' is not supported for resource '...'": Check that the resource and operation names are correct.
    • "API request failed": Indicates a problem with the API call; verify credentials and network connectivity.
    • "Max number of results to return must be at least 1": Ensure the limit parameter is set properly.
    • Pagination errors can occur if page or pageSize values are out of range.

To resolve errors, verify your API credentials, ensure parameters are valid, and consult ConnectWise Manage API documentation for valid field names and limits.

Links and References

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