ConnectWise Automate Integration Setup

How to Integrate ConnectWise Automate to MSPbots

• Configure the datasource.
• Create a custom user class.
• Test the connection.

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.

Verify if the setup is successful and Save once the connection has been verified. Datasets and gauges are added to your account immediately after saving then sync begins. The initial sync usually takes 20-30 minutes.