Setup in Automate

Create a dedicated Automate user account with the following settings:

1. General tab - Select the Integrator checkbox in the bottom-left corner of the window. This will bypass Multi-Factor Authentication (MFA) for accounts used for integrations.
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2. Permissions tab - Allow read-only permissions to clients and select the Allow HTTP Tunnel checkbox. If you haven't modified the user class defaults, you can select Help Desk Users.
3. Groups and Clients tab - Add All Agents and All Clients to Group Membership

Setup in MSPbots

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