Setup in ConnectWise Automate

Create a dedicated Automate user account with the following settings:

Create a new user: "MSPbots"

Create a new user class: "MSPbots"

Make sure the user class has all the read-only permission.
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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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Permissions tab

Allow read-only permissions to clients and select the Allow HTTP Tunnel checkbox. If you haven't modified the user class default settings, you can select Help Desk Users.

Our suggestion is to give READ-ONLY to all assets that you can select since we are developing more widgets and dashboards every week. This will save you the trouble of adding more permissions. However, if there is any data that you are not comfortable sharing, you can leave them unchecked for now.

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, and Password. 
4. Click Save and Sync.

Troubleshooting

1. Error message: 403 - Forbidden: Access is denied. You do not have permission to view this directory or page using the credentials that you supplied.
   1. Please check your firewall to see if the MSPbots server is allowed, What MSPbots server IP addresses can I allow through the firewall?

How to Integrate ConnectWise Automate to MSPbots: 

• Create 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.

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