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ConnectWise Manage

Consume ConnectWise Manage API

Overview

The ConnectWise Manage node for n8n allows users to interact with the ConnectWise Manage API, specifically targeting the "Expense" resource in this context. The Search operation enables users to search for expenses based on a custom query and order the results by a specified field. This is useful for automating expense management workflows, such as retrieving expenses that match certain criteria (e.g., date ranges, amounts, descriptions) and integrating them into reporting or approval processes.

Practical examples:

  • Retrieve all expenses related to a specific project or client.
  • Find expenses above a certain amount for auditing purposes.
  • List recent expenses ordered by creation date for review.

Properties

Name Type Meaning
Search Query String Search query to filter expenses. This is required and defines which expenses are found.
Order By String Field to order results by (e.g., "ID desc"). Defaults to "id".

Output

  • The output is an array of JSON objects, each representing an expense record returned by the ConnectWise Manage API.
  • Each object contains fields as provided by the API for the Expense resource (such as expenseId, description, amount, etc.).
  • No binary data is produced by this operation.

Example output:

[
  {
    "expenseId": 123,
    "description": "Client dinner",
    "amount": 85.50,
    "date": "2024-05-10",
    ...
  },
  ...
]

Dependencies

  • External Service: Requires access to a ConnectWise Manage instance with API enabled.
  • API Credentials: You must configure n8n credentials for connectWiseManageApi (including site URL and authentication details).
  • Environment: No special environment variables are needed beyond standard n8n credential setup.

Troubleshooting

Common Issues:

  • Invalid Credentials: If API credentials are incorrect or missing, the node will throw an authentication error.
  • Malformed Search Query: If the search query syntax is invalid, the API may return an error or no results.
  • Missing Required Property: If "Search Query" is not provided, execution will fail due to the required property constraint.

Error Messages:

  • "Operation 'search' is not supported": Ensure you have selected the correct resource and operation.
  • "Resource 'expense' is not supported": Double-check the resource selection.
  • "Unknown error occurred during item execution": Review input parameters and API connectivity.

Resolution Steps:

  • Verify your ConnectWise Manage API credentials in n8n.
  • Check the format of your search query according to ConnectWise Manage API documentation.
  • Ensure all required properties are filled in the node configuration.

Links and References

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