ConnectWise PSAInstall

Summary

Retrieve multiple member records from ConnectWise PSA with optional filters and controls over result size and sorting.

Inputs

• Active Members Only — Filter results to include only active members if true (default).
• License Types — Filter results by one or more license types, such as Full Member, API Member, StreamlineIT Member, or Subcontractor Member. Defaults to Full Member only.
• Return All — Return all matching members without limit if true (default). Use with caution on large datasets (limited to 10,000 to avoid memory issues).
• Limit — Maximum number of results to return when Return All is false. Defaults to 50.
• Order By Field Name — Field name to sort the results by. Can be selected from a list or specified via an expression.
• Descending — Sort the results in descending order if true; ascending order if false (default).
• Conditions — Use ConnectWise query syntax to filter results with custom conditions, e.g., name patterns.
• Field Names — Select which fields to include in the output to reduce data load. Can choose from a list or use expressions.
• Child Conditions — Apply filters on related child entities in the query.
• Custom Field Conditions — Filter results based on custom fields with specific conditions.

Output shape

a list of member records with fields as specified in the input, each record representing a member that meets the filter conditions

The maximum number of returned records is capped at 10,000 when Return All is true to prevent out of memory errors. Filtering can be customized extensively via conditions, childConditions, and customFieldConditions using ConnectWise query syntax. The returned data includes standard and optionally selected fields.

Examples

Example 1: Retrieve all active full members sorted by name ascending

Active Members Only: true (default); License Types: Full Member; Return All: true; Order By Field Name: name; Descending: false

Example 2: Retrieve up to 100 members including inactive and subcontractors, filtered by name starting with 'Acme'

Active Members Only: false; License Types: Subcontractor Member; Return All: false; Limit: 100; Conditions: name like "Acme%"

Links

• n8n community nodes installation guide