1. Setup in ConnectWise Automate

Create a dedicated Automate user account with the following settings:

1.1. Create a new user: "MSPbots"

1.2. Create a new user class: "MSPbots"

Make sure the user class has all the read-only permission.

1.3. General tab

    1. Select the Integrator checkbox in the bottom-left corner of the window. This will bypass Multi-Factor Authentication (MFA) for accounts used for integrations.

1.4. Permissions tab

Allow read-only permissions to clients and select the Allow HTTP Tunnel checkbox. If you haven't modified the user class default settings, you can select Help Desk Users.

Our suggestion is to give READ-ONLY to all assets that you can select since we are developing more widgets and dashboards every week. This will save you the trouble of adding more permissions. However, if there is any data that you are not comfortable sharing, you can leave them unchecked for now.

1.5. Groups and Clients tab

Add All Agents and All Clients to Group Membership.

2. Setup in MSPbots

  1. Go to https://app.mspbots.ai/Integrations
  2. Find ConnectWise Automate.
  3. Input your Automate URL, Username, and Password. 
  4. Click Save and Sync.

3. Troubleshooting

  1. Error message: 403 - Forbidden: Access is denied. You do not have permission to view this directory or page using the credentials that you supplied.
    1. Please check your firewall to see if the MSPbots server is allowed, What MSPbots server IP addresses can I allow through the firewall?

1 Comment

  1. Core Tab:

    1. Clients – Read
    2. Patch Manager - Read
    3. Reports – Read
    4. Tickets – Read

    MSP Bots User permissions (Follow your kbase article):

    General Tab:

    1. Ticket Config – Ticket Level – Start
    2. Ticket Router and Supervisor – Checked
    3. Integrator – Checked

    Permissions tab:

    1. Assigned MSP Bots – Read Only User class with permissions from above
    2. Command Level Limit – 4 (Highest)
    3. Auditing Level – Everything
    4. Allow HTTP Tunnel – checked

    Groups and Clients tab:

    1. Group Membership – Member of: All Agents and All Clients

    With the above settings, the ConnectWise Automate integration is all good.