ConnectWise Platform integration

Note that ConnectWise Platform was previously known as ConnectWise ASIO.

If you’re new to integrations in Rewst, read through our introductory integration documentation here.

What does the ConnectWise Platform integration do?

The ConnectWise Platform empowers Managed Service Providers (MSPs) to streamline their operations by consolidating the management of diverse tools and products within a single, unified interface.

Set up the ConnectWise Platform integration

Set up steps in ConnectWise Platform

Generate the Client ID

1. Log in to https://developer.connectwise.com.

2. Click the Client ID tab.

3. Click Create New Integration under the Your clientId(s) section.

4. Fill out the following fields, select the applicable radio button, and select the applicable drop-down list item:

   • Integration Name

   • Description

   • Integration Type - Select either Public or Private

     • Public is meant to be used with multiple ConnectWise instances that aren't yours

     • Private is meant to be used only by you and your instances

   • Technical Contact Email

   • Product - Select the applicable product

5. Click Submit.

Copy the needed information for Rewst

1. Go to https://home.connectwise.com/.

2. Hover over ASIO Platform under My ConnectWise Hub. Click the Launch button that appears. This will launch ASIO in a new tab of your browser.

3. Navigate to Integrations > API Access in the left side panel.

4. Click Generate API Access + .

5. Enter Rewst into the API Key Name field.

6. Enter your desired explanation into the Description field.

7. Use the Scopes drop-down to select the following scopes that will be attached to the API Key. This list is what Rewst recommends for the integration. If desired, you may add additional scopes or remove scopes. The integration will require at least one scope to work. Note that any scoping that deviates from our recommended list may create unknown errors or dependencies. Rewst support is not responsible for assisting you with custom scoping.

   1. platform.companies.read

   2. platform.sites.read

   3. platform.asset.read

   4. platform.custom_fields_definitions.read

   5. platform.custom_fields_values.read

   6. platform.custom_fields_values.write

   7. platform.patching.read

   8. platform.automation.read

   9. platform.automation.create

   10. platform.devices.read

   11. platform.devicegroups.read

   12. platform.agent.read

8. Check off the Consent box.

9. Click Generate API Access.

10. The information that appears on your screen can only be viewed this one time and will disappear after you leave the screen. Copy both the Client ID and API Key and store it some place secure. You'll need it for additional steps in Rewst.

Set up steps in Rewst

1. Navigate to Integrations in the left side menu of your Rewst platform.

2. Search for ConnectWise Platform in the integrations page.

3. Click on the integration tile to launch the configuration setup dialog.

4. Choose from either Production or Demo Mode for the setup of your integration:

   1. Production: Connect with real credentials for live data

   2. Demo Mode: Explore the integration with simulated mock responses

5. Click Next: Configure and Authenticate.

6. Select + Create New Credential from the Credential drop-down selector.

7. Enter the information copied from ConnectWise into the relevant fields:

   1. Hostname

   2. Client ID

   3. Client Secret - API Key

8. The Scopes field will automatically populate with all the recommended scopes for Rewst integration. If you chose custom scoping in ASIO, you'll need to delete or add those scopes accordingly. Check off boxes of any additional desired scopes to add them to your selected scopes.

1. Click Save Credential.

2. Click Next: Confirm.

3. Click Install Integration. The integration will now appear in the top Connected section of your Integrations page.

4. Click on the installed integration. Scroll down to the Org Mappings section of the configuration page and complete organization mapping as needed.

Future additional functionality

In future, when Rewst adds functionality to our ConnectWise ASIO integration, additional scopes may need to be added manually to your integration's configuration to take advantage of that functionality. The order of operations for any scope update is to first add or remove a scope in ConnectWise ASIO, then reauthorize the integration in Rewst before finally adding or removing a scope to the scopes list in the configuration setup page in Rewst. If you do not add new scopes, your integration will still work as it had previously, but won't contain the new added functionality. Updates on new scope availability will be provided in your Rewst Platform.

Got an idea for a new integration? Rewst is constantly adding new integrations to our integrations page. Submit your idea or upvote existing ideas here in our Canny feedback collector.