Connect Better Invoice to ConnectWise PSA

Better Invoice connects to ConnectWise PSA through the API to pull your invoice data and generate custom-branded invoices. This guide walks you through the two steps to set up the integration: creating a security role and an API member.

Step 1: Create a security role

1. In ConnectWise PSA, go to System > Security Roles.

2. Select the + button to create a new security role.

3. In the Name field, enter Better Invoice.

4. Set the following permissions. All permissions not listed below should remain set to None.

	Add	Edit	Delete	Inquire
Companies
Company Maintenance	None	None	None	All
Contacts	None	None	None	All
Finance
Agreements	None	None	None	All
Company Finance	None	None	None	All
Invoicing	None	All	None	None
Reports	None	None	None	All
Procurement
Products	None	None	None	All
System
API Reports	None	None	None	All
Member Maintenance	None	None	None	All
Security Roles	None	None	None	All
Table Setup	None	None	None	All
Time & Expense
Expense Report Entry	None	None	None	All
Time Entry	None	None	None	All

Reset checklist

5. Select Save.

Step 2: Create an API member

1. Go to System > Members, and select the API Members tab.

2. Select the + button to create a new API member.

3. Fill in the required fields:

   • In the Member ID field, enter Better Invoice.
   • In the Member Name field, enter Better Invoice Integration.
   • For Role ID, select the Better Invoice security role you created in Step 1.

4. The remaining fields (Location, Department, etc.) can be left blank.

5. Select Save.

6. Go to the API Keys tab, and select the + button to add a new key.

7. Enter a descriptive label (e.g., Better Invoice), and select Save. Copy the Public Key and Private Key directly into Better Invoice — the private key is only shown once.

We recommend not documenting your API keys. If you lose them, generate a new key and delete the old one.