ConnectWise PSA

List address formats.

Create an address format.

Delete an address format.

Get an address format.

Update an address format.

Replace an address format.

List communication types.

Create a communication type.

Delete a communication type.

Get a communication type.

Update a communication type.

Replace a communication type.

List companies.

Create a company.

Shows count company companies.

List company default.

List company statuses.

Create a company status.

Shows count company statuses.

Delete a company status.

Get a company status.

Update a company status.

Replace a company status.

List company types.

Create a company type.

Shows count company types.

Delete a company type.

Get a company type.

Update a company type.

Replace a company type.

Delete a company.

Get a company.

Update a company.

Replace a company.

Create a company merge.

List company notes.

Create a company note.

Shows count company notes.

Delete a company note.

Get a company note.

Update a company note.

Replace a company note.

List company sites.

Create a company site.

Shows count company sites.

Delete a company site.

Get a company site.

Update a company site.

Replace a company site.

Shows count company surveys.

List company teams.

Create a company team.

Shows count company teams.

Delete a company team.

Get a company team.

Update a company team.

Replace a company team.

List company tracks.

Create a company track.

Shows count company tracks.

Delete a company track.

Get a company track.

List configurations.

Create a configuration.

Delete a configuration bulk.

Create a configuration bulk.

Replace a configuration bulk.

Shows count company configurations.

List configuration statuses.

Create a configuration status.

Shows count configuration statuses.

Delete a configuration status.

Get a configuration status.

Update a configuration status.

Replace a configuration status.

List configuration types.

Create a configuration type.

Shows count configuration types.

Delete a configuration type.

Get a configuration type.

Update a configuration type.

Replace a configuration type.

List type questions.

Create a type question.

Delete a configuration.

Get a configuration.

Update a configuration.

Replace a configuration.

Update a configuration change type.

List contacts.

Create a contact.

Shows count company contacts.

Get the default contact.

List contact departments.

Create a contact department.

Shows count contact departments.

Delete a contact department.

Get a contact department.

Update a contact department.

Replace a contact department.

List contact relationships.

Create a contact relationship.

Shows count contact relationships.

Delete a contact relationship.

Get a contact relationship.

Update a contact relationship.

Replace a contact relationship.

Create a contact request password.

List contact types.

Create a contact type.

Shows count contact types.

Delete a contact type.

Get a contact type.

Update a contact type.

Replace a contact type.

Create a contact validate portal credential.

Delete a contact.

Get a contact.

Update a contact.

Replace a contact.

List contact communications.

Create a contact communication.

Shows count contact communications.

Delete a contact communication.

Get a contact communication.

Update a contact communication.

Replace a contact communication.

List contact image.

List contact notes.

Create a contact note.

Shows count contact notes.

Delete a contact note.

Get a contact note.

Update a contact note.

Replace a contact note.

List contact tracks.

Create a contact track.

Shows count contact tracks.

Delete a contact track.

Get a contact track.

List countries.

Create a country.

Delete a country.

Get a country.

Update a country.

Replace a country.

List market descriptions.

Create a market description.

Delete a market description.

Get a market description.

Update a market description.

Replace a market description.

List note types.

Create a note type.

Delete a note type.

Get a note type.

Update a note type.

Replace a note type.

List states.

Create a state.

Delete a state.

Get a state.

Update a state.

Replace a state.

List tracks.

Create a track.

Delete a track.

Get a track.

Update a track.

Replace a track.

List track actions.

Create a track action.

Delete a track action.

Get a track action.

Update a track action.

Replace a track action.

List classifications.

Get a classification.

List expense entries.

Create an expense entry.

Shows count expense entries.

Delete an expense entry.

Get an expense entry.

Update an expense entry.

Replace an expense entry.

List info tax types.

Get an info tax type.

List expense reports.

Get an expense report.

Reverse an expense report.

Submit an expense report.

List expense types.

Create an expense type.

Delete an expense type.

Get an expense type.

Update an expense type.

Replace an expense type.

List agreement type workroles.

Create an agreement type workrole.

Delete an agreement type workrole.

Get an agreement type workrole.

Update an agreement type workrole.

Replace an agreement type workrole.

List agreement type worktypes.

Create an agreement type worktype.

Delete an agreement type worktype.

Get an agreement type worktype.

Update an agreement type worktype.

Replace an agreement type worktype.

List agreements.

Create an agreement.

Shows count finance agreements.

List agreement types.

Create an agreement type.

Shows count agreement types.

Delete an agreement type.

Get an agreement type.

Update an agreement type.

Replace an agreement type.

Delete an agreement.

Get an agreement.

Update an agreement.

Replace an agreement.

List agreement additions.

Create an agreement addition.

Shows count agreement additions.

Delete an agreement addition.

Get an agreement addition.

Update an agreement addition.

Replace an agreement addition.

List agreement adjustments.

Create an agreement adjustment.

Shows count agreement adjustments.

Delete an agreement adjustment.

Get an agreement adjustment.

Update an agreement adjustment.

Replace an agreement adjustment.

List agreement configurations.

Create an agreement configuration.

Shows count agreement configurations.

Delete an agreement configuration.

Get an agreement configuration.

List agreement sites.

Create an agreement site.

Shows count agreement sites.

Delete an agreement site.

Get an agreement site.

Update an agreement site.

Replace an agreement site.

List agreement workroles.

Create an agreement workrole.

Shows count agreement workroles.

Delete an agreement workrole.

Get an agreement workrole.

Update an agreement workrole.

Replace an agreement workrole.

List agreement worktypes.

Create an agreement worktype.

Shows count agreement worktypes.

Delete an agreement worktype.

Get an agreement worktype.

Update an agreement worktype.

Replace an agreement worktype.

List billing cycles.

Create a billing cycle.

Delete a billing cycle.

Get a billing cycle.

Update a billing cycle.

Replace a billing cycle.

List billing setups.

Create a billing setup.

Delete a billing setup.

Get a billing setup.

Update a billing setup.

Replace a billing setup.

List billing setup routings.

Create a billing setup routing.

Delete a billing setup routing.

Get a billing setup routing.

Update a billing setup routing.

Replace a billing setup routing.

List billing statuses.

Create a billing status.

Delete a billing status.

Get a billing status.

Update a billing status.

Replace a billing status.

List billing terms.

Create a billing term.

Delete a billing term.

Get a billing term.

Update a billing term.

Replace a billing term.

List currencies.

Create a currency.

Delete a currency.

Get a currency.

Update a currency.

Replace a currency.

List info currency codes.

Get an info currency code.

Get an info invoice.

List info tax integrations.

Get an info tax integration.

List invoice email templates.

Create an invoice email template.

Delete an invoice email template.

Get an invoice email template.

Update an invoice email template.

Replace an invoice email template.

List invoices.

Create an invoice.

Shows count finance invoices.

Delete an invoice.

Get an invoice.

Update an invoice.

Replace an invoice.

List invoice payments.

Create an invoice payment.

Delete an invoice payment.

Get an invoice payment.

Update an invoice payment.

Replace an invoice payment.

List invoice pdf.

List campaigns.

Create a campaign.

Shows count marketing campaigns.

List campaign statuses.

Create a campaign status.

Shows count campaign statuses.

Delete a campaign status.

Get a campaign status.

Update a campaign status.

Replace a campaign status.

List campaign sub-types.

Create a campaign sub-type.

Shows count campaign sub-types.

Delete a campaign sub-type.

Get a campaign sub-type.

Update a campaign sub-type.

Replace a campaign sub-type.

List campaign types.

Create a campaign type.

Shows count campaign types.

Delete a campaign type.

Get a campaign type.

Update a campaign type.

Replace a campaign type.

List type sub-types.

Delete a campaign.

Get a campaign.

Update a campaign.

Replace a campaign.

List campaign activities.

Shows count campaign activities.

List campaign links clicked.

Create a campaign links clicked.

Shows count campaign links clicked.

Delete a campaign links clicked.

Get a campaign links clicked.

Update a campaign links clicked.

Replace a campaign links clicked.

List campaign opportunities.

Shows count campaign opportunities.

List adjustments.

Create an adjustment.

List adjustment types.

Create an adjustment type.

Delete an adjustment type.

Get an adjustment type.

Update an adjustment type.

Replace an adjustment type.

Delete an adjustment.

Get an adjustment.

Update an adjustment.

Replace an adjustment.

List adjustment details.

Create an adjustment detail.

Delete an adjustment detail.

Get an adjustment detail.

List catalog.

Create a catalog.

Delete a catalog.

Get a catalog.

Update a catalog.

Replace a catalog.

List catalog components.

Create a catalog component.

Delete a catalog component.

Get a catalog component.

Update a catalog component.

Replace a catalog component.

Get catalog inventory.

Get a catalog inventory.

List catalog minimum stock by warehouse.

Create a catalog minimum stock by warehouse.

Delete a catalog minimum stock by warehouse.

Get a catalog minimum stock by warehouse.

Update a catalog minimum stock by warehouse.

Replace a catalog minimum stock by warehouse.

Set catalog pricing.

Get quantity on hand.

List categories.

Create a category.

Delete a category.

Get a category.

Update a category.

Replace a category.

Delete a category subcategory.

Get a category subcategory.

Update a category subcategory.

Replace a category subcategory.

List manufacturers.

Create a manufacturer.

Delete a manufacturer.

Get a manufacturer.

Update a manufacturer.

Replace a manufacturer.

List products.

Create a product.

Shows count procurement products.

Delete a product.

Get a product.

Update a product.

Replace a product.

List product components.

Create a product component.

Shows count product components.

Delete a product component.

Get a product component.

Update a product component.

Replace a product component.

Detach a product.

List product picking shipping details.

Create a product picking shipping detail.

Shows count product picking shipping details.

Delete a product picking shipping detail.

Get a product picking shipping detail.

Update a product picking shipping detail.

Replace a product picking shipping detail.

List purchase orders.

Create a purchase order.

Shows count procurement purchase orders.

Delete a purchase order.

Get a purchase order.

Update a purchase order.

Replace a purchase order.

List purchase order lineitems.

Create a purchase order lineitem.

Delete a lineitem bulk.

Add purchase order lines in bulk.

Replace purchase order lines in bulk.

Shows count purchase order lineitems.

Delete a purchase order lineitem.

Get a purchase order lineitem.

Update a purchase order lineitem.

Replace a purchase order lineitem.

Delete a subcategory.

Get a subcategory.

Update a subcategory.

Replace a subcategory.

List procurement types.

Create a procurement type.

Delete a procurement type.

Get a procurement type.

Update a procurement type.

Replace a procurement type.

List warehouse bins.

Create a warehouse bin.

Delete a warehouse bin.

Get a warehouse bin.

Update a warehouse bin.

Replace a warehouse bin.

Get bin stock on hand.

Get a warehouse bin inventory on hand.

List warehouses.

Create a warehous.

Delete a warehous.

Get a warehous.

Update a warehous.

Replace a warehous.

List board teams.

Create a board team.

Delete a board team.

Get a board team.

Update a board team.

Replace a board team.

List project types.

Create a project type.

Delete a project type.

Get a project type.

Update a project type.

Replace a project type.

List projects.

Create a project.

Shows count project projects.

Delete a project.

Get a project.

Update a project.

Replace a project.

List project contacts.

Create a project contact.

Delete a project contact.

Get a project contact.

List project notes.

Create a project note.

Shows count project notes.

Delete a project note.

Get a project note.

Update a project note.

Replace a project note.

List project phases.

Create a project phas.

Shows count project phases.

Delete a project phas.

Get a project phas.

Update a project phas.

Replace a project phas.

List security roles.

Create a security role.

Delete a security role.

Get a security role.

Update a security role.

Replace a security role.

List security role settings.

Get a security role setting.

Update a security role setting.

Replace a security role setting.

List project statuses.

Create a project status.

Delete a project status.

Get a project status.

Update a project status.

Replace a project status.

List project tickets.

Create a project ticket.

Shows count project tickets.

Search project tickets.

Delete a project ticket.

Get a project ticket.

Update a project ticket.

Replace a project ticket.

List ticket activities.

Shows count ticket activities.

List ticket all notes.

List ticket configurations.

Create a ticket configuration.

Shows count ticket configurations.

Delete a ticket configuration.

Get a ticket configuration.

Convert a project ticket.

List ticket documents.

Shows count ticket documents.

List ticket notes.

Create a ticket note.

Shows count ticket notes.

Delete a ticket note.

Get a ticket note.

Update a ticket note.

Replace a ticket note.

List ticket products.

Shows count ticket products.

List ticket schedule entries.

Shows count ticket schedule entries.

List ticket tasks.

Create a ticket task.

Shows count ticket tasks.

Delete a ticket task.

Get a ticket task.

Update a ticket task.

Replace a ticket task.

List ticket time entries.

Shows count ticket time entries.

List activities.

Create an activity.

Shows count sale activities.

List activity statuses.

Create an activity status.

Shows count activity statuses.

Delete an activity status.

Get an activity status.

Update an activity status.

Replace an activity status.

List activity types.

Create an activity type.

Shows count activity types.

Delete an activity type.

Get an activity type.

Update an activity type.

Replace an activity type.

Delete an activity.

Get an activity.

Update an activity.

Replace an activity.

List opportunities.

Create an opportunity.

Shows count sale opportunities.

Get the default opportunity.

List opportunity ratings.

Create an opportunity rating.

Shows count opportunity ratings.

Delete an opportunity rating.

Get an opportunity rating.

Update an opportunity rating.

Replace an opportunity rating.

List opportunity statuses.

Create an opportunity status.

Shows count opportunity statuses.

Delete an opportunity status.

Get an opportunity status.

Update an opportunity status.

Replace an opportunity status.

List opportunity types.

Create an opportunity type.

Shows count opportunity types.

Delete an opportunity type.

Get an opportunity type.

Update an opportunity type.

Replace an opportunity type.

Delete an opportunity.

Get an opportunity.

Update an opportunity.

Replace an opportunity.

List opportunity contacts.

Create an opportunity contact.

Shows count opportunity contacts.

Delete an opportunity contact.

Get an opportunity contact.

Update an opportunity contact.

Replace an opportunity contact.

Turn an opportunity into an agreement.

Turn an opportunity into a project.

Turn an opportunity into a sales order.

Turn an opportunity into a ticket.

List opportunity forecast.

Create an opportunity forecast.

Shows count opportunity forecast.

Delete an opportunity forecast.

Get an opportunity forecast.

Update an opportunity forecast.

Create an opportunity forecast.

Replace an opportunity forecast.

List opportunity notes.

Create an opportunity note.

Shows count opportunity notes.

Delete an opportunity note.

Get an opportunity note.

Update an opportunity note.

Replace an opportunity note.

List opportunity team.

Create an opportunity team.

Shows count opportunity team.

Delete an opportunity team.

Get an opportunity team.

Update an opportunity team.

Replace an opportunity team.

List orders.

Create an order.

Shows count sale orders.

List order statuses.

Create an order status.

Shows count order statuses.

Delete an order status.

Get an order status.

Update an order status.

Replace an order status.

Delete an order.

Get an order.

Update an order.

Replace an order.

Turn an order into a ticket.

List probabilities.

Create a probability.

Delete a probability.

Get a probability.

Update a probability.

Replace a probability.

List quotas.

Create a quota.

Delete a quota.

Get a quota.

Update a quota.

Replace a quota.

List roles.

Create a role.

Delete a role.

Get a role.

Update a role.

Replace a role.

List sales teams.

Create a sales team.

Delete a sales team.

Get a sales team.

Update a sales team.

Replace a sales team.

List sales team members.

Create a sales team member.

Delete a sales team member.

Get a sales team member.

Update a sales team member.

Replace a sales team member.

List stages.

Create a stage.

Delete a stage.

Get a stage.

Update a stage.

Replace a stage.

List calendars.

Create a calendar.

Delete a calendar.

Get a calendar.

Update a calendar.

Replace a calendar.

Copy a calendar.

List schedule entries.

Create a schedule entry.

Shows count schedule entries.

Delete a schedule entry.

Get a schedule entry.

Update a schedule entry.

Replace a schedule entry.

List entry details.

Shows count entry details.

Get an entry detail.

List reminder times.

Get a reminder time.

Update a reminder time.

Replace a reminder time.

List schedule statuses.

Create a schedule status.

Delete a schedule status.

Get a schedule status.

Update a schedule status.

Replace a schedule status.

List schedule types.

Create a schedule type.

Delete a schedule type.

Get a schedule type.

Update a schedule type.

Replace a schedule type.

List service boards.

Create a service board.

Copy a service board.

Delete a service board.

Get a service board.

Update a service board.

Replace a service board.

List board items.

Create a board item.

Delete a board item.

Get a board item.

Update a board item.

Replace a board item.

List board statuses.

Create a board status.

Delete a board status.

Get a board status.

Update a board status.

Replace a board status.

List board sub-types.

Create a board sub-type.

Delete a board sub-type.

Get a board sub-type.

Update a board sub-type.

Replace a board sub-type.

List board teams.

Create a board team.

Delete a board team.

Get a board team.

Update a board team.

Replace a board team.

List board types.

Create a board type.

Delete a board type.

Get a board type.

Update a board type.

Replace a board type.

List codes.

Create a code.

Delete a code.

Get a code.

Update a code.

Replace a code.

List impacts.

Get an impact.

Update an impact.

Replace an impact.

List info boards.

Get an info board.

List info boardtypes.

Get an info boardtype.

List service locations.

Create a service location.

Delete a service location.

Get a service location.

Update a service location.

Replace a service location.

List priorities.

Create a priority.

Delete a priority.

Get a priority.

Update a priority.

Replace a priority.

List priority image.

List severities.

Get a severity.

Update a severity.

Replace a severity.

List sources.

Create a source.

Delete a source.

Get a source.

Update a source.

Replace a source.

List teams.

Get a team.

List templates.

Get a template.

Generate tickets from a template.

List service tickets.

Create a service ticket.

Shows count service tickets.

Search service tickets.

Delete a service ticket.

Get a service ticket.

Update a service ticket.

Replace a service ticket.

List ticket activities.

Shows count ticket activities.

List ticket all notes.

Attach child tickets.

List ticket configurations.

Create a ticket configuration.

Shows count ticket configurations.

Delete a ticket configuration.

Get a ticket configuration.

Convert a ticket.

List ticket documents.

Shows count ticket documents.

Merge tickets.

List ticket notes.

Create a ticket note.

Shows count ticket notes.

Delete a ticket note.

Get a ticket note.

Update a ticket note.

Replace a ticket note.

List ticket products.

Shows count ticket products.

List ticket schedule entries.

Shows count ticket schedule entries.

List ticket tasks.

Create a ticket task.

Shows count ticket tasks.

Delete a ticket task.

Get a ticket task.

Update a ticket task.

Replace a ticket task.

List ticket time entries.

Shows count ticket time entries.

List audit trail.

List callbacks.

Create a callback.

Delete a callback.

Get a callback.

Update a callback.

Replace a callback.

List departments.

Create a department.

Delete a department.

Get a department.

Update a department.

Replace a department.

List department locations.

Create a department location.

Delete a department location.

Get a department location.

Update a department location.

Replace a department location.

List documents.

Create a document.

Shows count system documents.

List document uploadsample.

Delete a document.

Get a document.

Create a document.

List system info.

List info departmentlocations.

Get an info departmentlocation.

List info departments.

Get an info department.

List info locales.

Get an info locale.

List info locations.

Get an info location.

List info members.

Get an info member.

List info standard notes.

Get an info standard note.

List system locations.

Create a system location.

Delete a system location.

Get a system location.

Update a system location.

Replace a system location.

List location departments.

Get a location department.

List location work roles.

Get a location work role.

List members.

Create a member.

Shows count system members.

List member types.

Create a member type.

Shows count member types.

Delete a member type.

Get a member type.

Update a member type.

Replace a member type.

Get a member.

Update a member.

Replace a member.

Deactivate a member.

List member image.

Submit a member for approval.

Delete a member unused time sheet.

Get a my account.

Update a my account.

Replace a my account.

List my company documents.

Get a my company document.

Update a my company document.

Replace a my company document.

List my company reporting services.

Get a my company reporting service.

Update a my company reporting service.

Replace a my company reporting service.

Test a reporting service connection.

List my company services.

Get a my company service.

Update a my company service.

Replace a my company service.

List system reports.

Get a system report.

List custom fields.

Create a custom field.

Delete a custom field.

Get a custom field.

Update a custom field.

Replace a custom field.

List charge codes.

Create a charge code.

Delete a charge code.

Get a charge code.

Update a charge code.

Replace a charge code.

List charge code expense types.

Create a charge code expense type.

Delete a charge code expense type.

Get a charge code expense type.

Update a charge code expense type.

Replace a charge code expense type.

List time entries.

Create a time entry.

Shows count time entries.

Delete a time entry.

Get a time entry.

Update a time entry.

Replace a time entry.

List info charge code expense types.

List sheets.

Get a sheet.

Approve a timesheet.

Reject a timesheet.

Reverse a timesheet.

Submit a timesheet.

List work roles.

Create a work role.

Delete a work role.

Get a work role.

Update a work role.

Replace a work role.

List work role locations.

Create a work role location.

Delete a work role location.

Get a work role location.

Update a work role location.

Replace a work role location.

List work types.

Create a work type.

Delete a work type.

Get a work type.

Update a work type.

Replace a work type.

Checks ConnectWise PSA for service tickets that have been opened.

Checks ConnectWise PSA for projects that have been created.

Checks ConnectWise PSA for contacts that have been added.