Setup in

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ConnectWise Automate

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Create a dedicated Automate user account with the following settings:

Create a new user: "MSPbots"

Create a

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new user class

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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.

: "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?

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