ConnectWise automate integration Setup
This document outlines the requirements and setup for the ConnectWise Automate integration.
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This document outlines the requirements and setup for the ConnectWise Automate integration.
Last updated
Was this helpful?
This Integration supports multiple instances
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There are a few requirements for the ConnectWise Automate integration to work that need configuring by you as the MSP.
In order to create a new ConnectWise Automate integration, you will need to create a system integrator account.
Create a User Class in Automate for our Rewst User.
Click Settings in the bottom left corner.
Go to User Management.
Click Add in the top left.
Set the First Name, Last Name, Email, User Name, and Password.
We recommend setting it up as follows:
Click on the User Classes Tab.
Click Edit User Classes.
Select the Rewst User Class you configured earlier.
Check Integrator at the bottom.
Click Save.
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.
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:
Go to Configuration β Integrations β CW Automate.
Scroll down to the Parameters section.
Enter your CW Automate hostname.
Enter the password you created for your user.
Enter the username for your user.
Click Save Configuration.
Log in to the