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- Gather the following information:
- ConnectWise Manage URL
- Company ID
- Create Security Role for MSPbots
- Log in to your ConnectWise Manage Console,
- Click System / Security Roles
- You can copy some roles if they have all read-only access already or you can create a new role
- Role ID: MSPbots
Permission:
- Please set "All" to "Inquire level" for all fields, no add, edit, delete level permission is needed, for now, keep them at "None".
- It is very important for the MSPbots to have permission to read your data, without data, the bots/reports won't work.
- Create API key
- Click System / Members / API Members / +
- Fill in the blanks and select options on the required fields marked with a "*".
- Put the member ID and Member Name: MSPBOTSMSPbots
- For the required drop-down fields, choose an option based on your company configuration
- Click Save to go to the next screen
- Role ID: MSPbots
- Click API Keys, then "+", then type "MSPBOTSMSPbots" in the description, and save.
- You will get the Public Key and Private Key. Copy and paste them into the setup window in MSPBOTS to finish the setup.
- Set up your API in MSPbots
- Login to Integration
- Navigate to ConnectWise Manage
- Click Config option
- Copy and paste the details into the setup window
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