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ConnectWise Manage

Consume ConnectWise Manage API

Overview

This node integrates with the ConnectWise Manage API to perform operations on various resources, including members. Specifically, for the Member - Create operation, it allows users to create a new member record in the ConnectWise Manage system by providing a unique identifier and optional additional details.

Common scenarios where this node is beneficial include:

  • Automating the onboarding process of new employees or contractors by creating their member profiles automatically.
  • Synchronizing user data from other systems into ConnectWise Manage.
  • Bulk creation of members based on external data sources.

Practical example:

  • When a new user signs up in an HR system, this node can be used to create a corresponding member in ConnectWise Manage with their username (identifier), email, name, phone number, and job-related information.

Properties

Name Meaning
Identifier The unique identifier or username of the member. This is required to create the member.
Additional Fields Optional extra information about the member. Can include:
- Email: The member's email address.
- First Name: The member's first name.
- Last Name: The member's last name.
- Phone Number: The member's phone number.
- Time Zone: The member's time zone.
- Title: The job title of the member.
- Work Role: The work role of the member.

Output

The output JSON contains the newly created member object as returned by the ConnectWise Manage API. This typically includes all member properties such as the assigned member ID, identifier, contact details, and any other fields set during creation.

If multiple items are processed, each output item corresponds to one created member.

No binary data output is produced by this operation.

Dependencies

  • Requires an active connection to the ConnectWise Manage API.
  • Requires configuration of an API authentication credential (e.g., API key or token) within n8n to authorize requests.
  • The node uses the base URL configured in the credentials to send REST API requests.

Troubleshooting

  • Missing Required Field Error: If the "Identifier" property is not provided or empty, the node will throw an error because it is mandatory for member creation.
  • API Authentication Errors: Ensure that the API credentials are correctly configured and have sufficient permissions to create members.
  • Invalid Additional Fields: Providing invalid formats (e.g., malformed email) may cause the API to reject the request.
  • Network or Connectivity Issues: Failures in reaching the ConnectWise Manage API endpoint will result in errors; verify network access and endpoint URL correctness.
  • Unhandled Operation: If an unsupported operation is selected, the node will throw an error indicating the operation is not supported.

Links and References


Note: This summary is based solely on static analysis of the provided source code and input property definitions. Runtime behavior and dynamic configurations are not inferred beyond the static code context.

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