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ConnectWise Manage

Consume ConnectWise Manage API

Overview

This node integrates with the ConnectWise Manage API to perform operations on purchase orders, specifically allowing you to update existing purchase orders. It is useful in scenarios where you need to programmatically modify details of a purchase order such as its date, notes, shipping cost, shipping date, status, or tax rate within an automated workflow.

Practical examples include:

  • Automatically updating the status of a purchase order when certain conditions are met.
  • Adding or modifying notes and shipping information based on external triggers.
  • Adjusting tax rates or shipping costs dynamically during procurement processes.

Properties

Name Meaning
Purchase Order ID The unique identifier of the purchase order to update.
Additional Fields Optional fields to update on the purchase order. These include:
- Date Purchase order date in YYYY-MM-DD format.
- Notes Additional notes related to the purchase order.
- Shipping Cost Numeric value representing the shipping cost amount.
- Shipping Date Expected shipping date in YYYY-MM-DD format.
- Status Current status of the purchase order. Options: Draft, Open, Closed, Cancelled.
- Tax Rate Tax rate percentage (0-100) applied to the purchase order.

Output

The node outputs JSON data representing the updated purchase order object returned by the ConnectWise Manage API after the update operation. Each output item corresponds to one input item processed.

The structure of the JSON output reflects the purchase order resource's properties as returned by the API, including any updated fields.

No binary data output is produced by this operation.

Dependencies

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

Troubleshooting

  • Common Issues:

    • Invalid or missing Purchase Order ID will cause the update to fail.
    • Providing invalid date formats or out-of-range values (e.g., tax rate > 100) may result in API errors.
    • Network or authentication issues with the ConnectWise Manage API can prevent successful updates.
  • Error Messages:

    • "Operation 'update' is not supported for resource 'purchaseOrder'": Indicates a misconfiguration or unsupported operation; ensure the correct resource and operation are selected.
    • "API request failed": General failure in making the API call; check network connectivity and API credentials.
    • Validation errors from the API (e.g., invalid field values) will be passed through; verify that all provided fields conform to expected formats and constraints.
  • Resolution Tips:

    • Double-check the Purchase Order ID and required fields before execution.
    • Validate date strings and numeric ranges.
    • Ensure the API key or authentication token is valid and has sufficient permissions.
    • Enable "Continue On Fail" in the node settings if partial processing is acceptable.

Links and References

Discussion