ConnectWise Deep Linking

If you are building a workflow where you want to provide a link to a record in ConnectWise PSA, there are both documented and undocumented ways to reference a record.

Service Ticket

https://na.myconnectwise.net/v4_6_release/services/system_io/router/openrecord.rails?recordType=ServiceFV&recid={{ $json.id }}&companyName={{ company_id }}

Invoices

https://na.myconnectwise.net/v4_6_release/services/system_io/router/openrecord.rails?recordType=InvoiceFv&recid={{ $json.id }}&companyName={{ company_id }}

Invoice PDF

Opens the invoice’s PDF view instead of the invoice record:

https://na.myconnectwise.net/v4_6_release/connectwise.aspx?fullscreen=true&locale=en_US#startscreen=invoice_report_form&state={%22p%22:%22invoice_report_form%22,%20%22s%22:{%22p%22:{%22blrecids%22:[{{ $json.id }}],%20%22invtemplaterecid%22:0,%20%22isservicedemo%22:false}}}

Invoice Review in Better Invoice

If you use Better Invoice’s invoice review, this opens an open invoice in its review screen, so you can read the invoice without downloading a PDF:

By record ID:

https://app.betterinvoice.io/go/invoice/id/{{ $json.id }}

By invoice number:

https://app.betterinvoice.io/go/invoice/{{ $json.invoiceNumber }}

To open invoices this way from inside ConnectWise, follow the setup instructions for adding an “Open in Better Invoice” link.

Projects

https://na.myconnectwise.net/v4_6_release/services/system_io/router/openrecord.rails?recordType=ProjectHeaderFV&recid={{ $json.id }}&companyName={{ company_id }}

Opportunities

https://na.myconnectwise.net/v4_6_release/services/system_io/router/openrecord.rails?recordType=OpportunityFV&recid={{ $json.id }}&companyName={{ company_id }}

Companies

https://na.myconnectwise.net/v4_6_release/services/system_io/router/openrecord.rails?recordType=CompanyFV&recid={{ $json.id }}&companyName={{ company_id }}

Configuration Items

https://na.myconnectwise.net/v4_6_release/services/system_io/router/openrecord.rails?recordType=ConfigFV&recid={{ $json.id }}&companyName={{ company_id }}

Time Entries

https://na.myconnectwise.net/v4_6_release/services/system_io/router/openrecord.rails?recordType=TimeEntryFV&recid={{ $json.id }}&companyName={{ company_id }}