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2. Connect the MSPbots agent. 

Note

This procedure is for migration from your PSA to MSPbots. It is for advanced users with knowledge of SQL databases.

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  1. Go to Integrations on the MSPbots app menu. 
  2. Find the ConnectWise Automate On-Premise and click the Config icon.
    connectwise automate integration
  3. Next, click the download icon for the MSPbots SQL Agent Client to start downloading the installer file.
    sql client
  4. When the download is complete, follow the prompts to install the MSPbots SQL Agent client.
  5. During the setup, select Automatic Start and Create a desktop shortcut, then click Next
    setup
  6. In the last step, select the Launch MSPbotsAgentService checkbox and click Finish. The window will automatically close when the service starts.
    finish setup
  7. Launch the MSPbots agent and log in using your MSPbots account. You can Minimize or Close the window after login but do not log out. 
    login agent client

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