How to Integrate ConnectWise Automate to MSPbots

These are the main steps on how to set up the ConnectWise Automate Integration: 

• 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.

The datasets and gauges are immediately added to your account and sync begins. The initial sync usually takes 20-30 minutes to complete.