PSA Data Export guide
Create ConnectWise PSA API credentials for backup
Set up least-privilege ConnectWise PSA read access using member public/private keys plus client ID, with tenant and regional details checked before backup.
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Before you create credentials
Sign in as an administrator authorized to create integrations. Decide who owns rotation and revocation. Confirm the account plan exposes the modules you need and use a dedicated integration identity rather than a person's everyday login.
Create the ConnectWise PSA credential
Use a dedicated API Member, least-privilege security role, company ID, site URL, public key, private key, and registered client ID. The current native model is member public/private keys plus client ID. Follow the ConnectWise PSA official documentation in the live tenant because labels, available scopes, and regional hosts can change.
Choose read access
Request read access only for service tickets and notes, companies and contacts, time entries, and agreements and invoices. Do not grant create, update, or delete permissions when the vendor offers separate scopes. Some products attach visibility to the underlying user role even when a token itself exists.
Record connection details safely
Keep the credential secret together with the tenant identifier, subdomain or base URL, region/data center, expiration date, and granted scopes. Do not paste secrets into tickets, screenshots, source control, browser localStorage, or this marketing site.
Validate the connection
Call a harmless documented read endpoint, confirm the expected tenant, then list a small sample from each selected record group. Record permission failures and unavailable modules. Keep the company identifier, site URL, API Member public/private keys, and client ID together in the connection record; never substitute Automate credentials.
Rotate or revoke access
Create the replacement first, validate it, update the consuming application through its secret store, then revoke the prior credential. Recheck scheduled captures after a role, license, region, or owner changes.
Plan your independent PSA archive
Keep source history available after your move. Request an invitation to BackupPSA. We’ll contact you if you’re selected for an invitation. You can also contact us about your platform.