ConnectWise PSA Invoice PDF Integration

This article walks you through connecting ConnectWise to Benji Pays, syncing companies/customers contacts, and configuring whether invoices display the PDF from ConnectWise PSA or your accounting system.

Important- ensure your ConnectWise PSA invoices always have invoice numbers and that they match the numbers in your accounting system. Benji Pays looks up the invoice in ConnectWise using the invoice number.

Step 1: Log in to Benji Pays

Step 2: Navigate to Integrations

Go to: Settings → Integrations

Step 3: Configure the ConnectWise PSA integration

1. Under ConnectWise PSA, click Configure.

2. Follow the prompts and enter your Company Login ID.

3. When prompted for API credentials, generate them in ConnectWise using the steps below. 

Generate your ConnectWise API Keys

1. Log into ConnectWise
2. Go to System > Members
3. Click the 'API Members' Tab
4. Click the + icon to add a new API Member
5. Fill in the member details
6. Select the 'Finance' Role ID, or a role with the permission Finance::Invoicing::Inquire::All (for just PDF integration)
7. Click Save
8. Click the API Keys tab
9. Click the + icon to add a new API Key
10. Fill in the API Key description
11. Click Save
12. Copy the Public and Private keys into this form

ConnectWise Contact Importing 

Now you have 2 options when it comes to importing companies/customers contacts stored in ConnectWise;

• ✅ Synchronize customers/contacts from ConnectWise

• ✅ Automatically enable contacts imported from ConnectWise that match accounting client companies (turn this on if you want matching contacts auto-enabled in Benji)

When done, click Save.

Step 4: Assigning PDF Priority 

Once saved, scroll to the bottom of the Integrations page and set your Invoice PDF Priority.Click Configure PDF Priority.

Add the PDFs from the systems you use and assign their priority using the arrows.

Step 5: Check sync results using “Sync Status” / Customer Mapping Report

Back on the Integrations page, click Sync Status on the ConnectWise tile to open the mapping page.

This takes you to the Customer Mapping Report, where you can review:

• Accounting Customer (Benji-side customer list)

• Connection / Last Updated

• ConnectWise Customer

• A “+” action on the right side of each row (used to connect/map)

• If the customer has been matched to a ConnectWise company it will also have an icon () that will remove the connection, disabling automatic matching unless specified.

Step 6: Rescan (refresh) the Customer Mapping Report when needed

If you need to refresh what Benji sees from ConnectWise (new customers, updated data, etc.):

• Click Rescan (top right)

• Choose how thorough you want the refresh to be:

  • Get all entries (refresh everything)

  • Discard previously disconnected automatic matched information (use if you want Benji to drop previously-disconnected auto matches)

• Click Rescan

• To remove a mapping, click the icon at the right end of the line item.

Note: Removing a mapping will prevent it from being auto-matched in future scans, unless you check the option for "Discard previously disconnected automatic matched information" in the Rescan dialog.

• Once a company is matched, you’ll see the ConnectWise icon on that customer’s profile in Benji Pays.
  

Important

We only import one contact from ConnectWise. This contact is pulled from:
Company → Company Finance Details → Bill To


How the imported contact appears in Benji Pays
The contact will come through as an integration-synced contact (as shown below).
It will be non-editable in Benji Pays
You’ll be able to see that it originates from the integration
If the contact is already imported from the accounting system it will not be duplicated
If the contact has been entered manually it will be converted to a non-editable entry and shown as coming from ConnectWise
Removing the integration contact
If you remove the matched company from the Sync Report, the imported contact emails will be removed form the customer record and will no longer appear on the page in Benji Pays.