ConnectWise Security Role Requirements for API Integrations

Last updated: January 14, 2026

To ensure seamless data syncing between ConnectWise and HubSpot using SyncSmart, your ConnectWise API user must be assigned the appropriate security roles and permissions.

Note: Some permissions are only required based on specific syncs (e.g., Opportunities, Products). See the key below for clarification.

SyncSmart does not make deletes, so no delete permissions are needed for any module.

Module

Permission

Add

Edit

Inquire

Notes

Companies

Company Maintenance

✅

✅

✅

Company/Contact Group Maintenance

✅

✅

✅

Contacts

✅

✅

✅

CRM/Sales Activities

✅

✅

✅

Notes

✅

✅

✅

Reports

✅

✅

✅

Members

✅

✅

✅

Marketing

ConnectWise Campaign

--

--

✅

Marketing Reports (customize)

--

--

✅

Must include "Marketing Campaign" under "Allow"

Procurement

Product Billable Option

--

--

✅ [Products]

Product Catalog

--

--

✅ [Products]

Products

--

--

✅ [Products]

Sales

Closed Opportunity

✅ [Opps]

✅ [Opps]

✅ [Opps]

Opportunity

✅ [Opps]

✅ [Opps]

✅ [Opps]

Opportunity Finance

✅ [Opps]

✅ [Opps]

✅ [Opps]

Reports

✅ [Opps]

✅ [Opps]

✅ [Opps]

System

Member Maintenance

--

--

✅

Member Maintenance - Finance

--

--

✅

My Company

--

--

✅

Table Setup (customize)

--

--

✅

Must include all starting with “Companies”, “Contacts”, “Products”, “Opportunities” and “General / Custom Fields” under "Allow"

Summary

To ensure the SyncSmart integration operates effectively:

  • Assign the Add, Edit, and Inquire levels for most modules.

  • Customize Marketing Reports and Table Setup permissions where indicated.

  • Include [Opps] and [Products] permissions only if syncing Deals or Products, respectively.

If you need help applying these roles or configuring your security matrix, reach out to the SyncSmart support team here.