N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai
to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
Page History
These are the main steps on how to set up the ConnectWise Automate Integration:
Creating a security role in Manage.
1. Go to System > Security Roles.
...
3. Assign the Inquire Level > All permission and click Save.
Creating an API Member in Manage.
1. Go to System > Security Roles.
...
7. Enter MSPbots in the Description and click Save. The public and private keys will be provided after saving the changes. Make sure to save these in a separate and secure location.
Applying the API credentials.
1. Log in to the MSPbots dashboard. Navigate to Integrations.
...
3. Click the Config option and enter the API details to the setup window.
Test the connection to verify if the setup is successful.
The datasets and gauges are immediately added to your account and sync begins. The initial sync usually takes 20-30 minutes to complete.
Overview
Content Tools