Page History

How to Integrate ConnectWise Automate to MSPbots

...

• Configure the datasourceCreate a security role.
• Create an API Member. 
• Apply the API credentials.
• Test your account.

Creating a security role in Manage.

1. Go to System > Security Roles. 

2. Click the New Item icon. Enter MSPbots as Role ID and click Save. 

3. Assign the Inquire Level > All permission and click Save. 

Creating an API Member in Manage.

1. Go to System > Security Roles. 

2. Navigate to the API Member tab and click on the New Item icon. 

3. Enter MSPbots as Member ID and Member Name. 

4. Select the new security role from the Role ID dropdown list. Important: The Admin role is not suitable for this integration.

5. Select Corporate for the Level and click Save. 

6. Go to the API Keys tab and click the New Item icon. 

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.

2. Open ConnectWise Manage.

3. Click the Config option and enter the API details to the setup window. 

Test the connection to verify if the setup is successful.

• a custom user class.
• Test the connection.

Configure the datasource.

1. Log in to Automate Cloud.
2. Enter the following details:
   Name - Give the datasource a name. For example, Automate Cloud.
   Subdomain - Enter the part of the domain preceding hostedrmm.com. For example, if the URL for Automate Cloud is abccompany.hostedrmm.com, enter abccompany.
   CW Automate Username - Provide an Automate username that has administrator access to all machines. Doing this will make sure that API calls will not fail or cause inaccurate machine counts. Important: This is field case-sensitive.
   CW Automate Password - Provide an Automate password.

Create a custom user class.

You may also create a custom user and user class instead of using an admin to connect the datasource. To do this, make sure to create the following access permission:

Computers > Show All > Access
Patch Manager > Read (This permission is for the Microsoft Update Data dataset.)

Test the connection.

Verify if the setup is successful and Save once the connection has been verified. Datasets and gauges are added to your account immediately after saving then The datasets and gauges are immediately added to your account and sync begins. The initial sync usually takes 20-30 minutes to complete.