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.


Module

Permission

Add

Edit

Delete

Inquire

Notes

Companies

Company Maintenance

✅

✅

➖

✅

–


Company/Contact Group Maintenance

✅

✅

➖

✅

–


Contacts

✅

✅

➖

✅

–


CRM/Sales Activities

✅

✅

➖

✅

–


Notes

✅

✅

➖

✅

–


Reports

✅

✅

➖

✅

–


Team 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.