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Make sure the user class has all the read-only permission.
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.
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- Go to https://app.mspbots.ai/Integrations
- Find ConnectWise Automate.
- Input your Automate URL, Username, and Password.
- Click Save and Sync.
Troubleshooting
- Error message: 403 - Forbidden: Access is denied. You do not have permission to view this directory or page using the credentials that you supplied.
- 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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