Skip to content

Latest commit

 

History

History
69 lines (47 loc) · 2.61 KB

connectwise-automate-integration-setup.md

File metadata and controls

69 lines (47 loc) · 2.61 KB
description
This document outlines the requirements and setup for the ConnectWise Automate integration.

ConnectWise automate integration Setup

{% hint style="success" %} This Integration supports multiple instances

Check out the instructions to set up multiple instances here. {% endhint %}

Requirements (pre-Rewst)

There are a few requirements for the ConnectWise Automate integration to work that need configuring by you as the MSP.

API Account

In order to create a new ConnectWise Automate integration, you will need to create a system integrator account.

Creating The User Class

  1. Create a User Class in Automate for our Rewst User.

Creating the User In CW Automate

  1. Click Settings in the bottom left corner.

  2. Go to User Management.

  3. Click Add in the top left.

  4. Set the First Name, Last Name, Email, User Name, and Password.

    • We recommend setting it up as follows:

  5. Click on the User Classes Tab.

  6. Click Edit User Classes.

  7. Select the Rewst User Class you configured earlier.

  1. Check Integrator at the bottom.
  2. Click Save.

{% hint style="danger" %} If you have completed these steps and customers are not showing up when refreshing options, this is a permission issue. validate that you performed the steps above, and check to ensure the user class has access to customers. {% endhint %}

Integration

Once you have created an integrator account, you will need to configure the integration within the Rewst platform.

Follow the below steps to configure a new integration:

  1. Log in to the Rewst platform
  2. Go to Configuration → Integrations → CW Automate.
  3. Scroll down to the Parameters section.
  4. Enter your CW Automate hostname.
  5. Enter the password you created for your user.
  6. Enter the username for your user.
  7. Click Save Configuration.

{% hint style="info" %} Note that if you have IP address restrictions in place you will need to add the Rewst IP to your allowed list. The IP for Rewst is 3.139.170.31. {% endhint %}