ConnectWise Automate integration

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

Why use the ConnectWise Automate integration?

Our ConnectWise Automate integration enables the automation of remote monitoring and management. Use the ConnectWise Automate API within Rewst workflows to perform actions such as endpoint management, remote monitoring, and IT automations.

Set up the ConnectWise Automate integration

Set up steps in ConnectWise Automate

To create a new ConnectWise Automate integration, you'll need to create a system integrator account.

1. Create a user class in ConnectWise Automate for our Rewst User:

   1. Log in to ConnectWise Automate Control Center using your administrator credentials.

      1. Navigate to Users and Contacts > User Class Manager in the System menu.

      2. Click + at the bottom left corner of the User Class Manager window.

      3. Enter Rewst Automation as the name for the new user class. Click OK.

      4. Set permissions:

         • Core Tab: Select the new user class and configure the necessary permissions on the "Core" tab.

         • Plugin Tab: If applicable, configure permissions for specific plugins on the "Plugin" tab.

      5. Click Save.

2. Click Settings in the bottom left corner.

3. Navigate to User Management.

4. Click Add in the top left.

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

   

   Our recommended setup information for the user
6. Click the User Classes tab.

7. Click Edit User Classes.

8. Select the Rewst Automation user class you configured earlier.

1. Check the Integrator box at the bottom.

2. 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.

Set up steps in Rewst

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

2. Search for ConnectWise Automate 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 Automate into the relevant fields:

   1. Hostname - The ConnectWise Automate hostname, e.g. companyABC.hostedrmm.com

   2. Username - What was created in ConnectWise Automate

   3. Password - What is used to log in to ConnectWise Automate

   4. Client ID - Optional, with Rewst's client ID set as the default if this is not updated

   5. TOTP Secret - Optional, for generating 6-digit MFA codes

8. Click Save Credential.

9. Click Next: Confirm.

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

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

Note that if you have IP address restrictions in place, you'll need to add the Rewst IP to your allowed list. The US IP for Rewst is 3.139.170.31. For other regional IP information, see our security policy here.

Least privilege access guide for ConnectWise Automate integration

It is assumed that you do not have conflicting permissions on the script level or group level. Additional work may be required if this is the case and Automate documentation should be referenced.

You must be careful when assigning permissions to your clients. If you copy the permissions wrong there is a chance you could overwrite existing permissions, please be sure to follow ConnectWise Documentation for best practices for assigning the client permissions.

For more information on how to set up user classes and client permissions please visit Connectwise Automate documentation.

Configure user class permissions

To be able to utilize Rewst with least privilege you will need to configure a new user class named Rewst Automation. The class should then be configured with the following permissions.

User class permission

Actions	Permission
Agent Templates	Read
Alerts	Update
Clients	Read, Update, Delete
Clients → Show/Hide Passwords	Access
Clients → Show All	Access
Computers → Force Update	Access
Computers → Retired Assets	Delete
Computers → Show All	Access
Contacts	Read, Update, Delete
Groups	Create, Update, Delete
Groups → Scheduled Scripts	Update
Locations → Show All	Access
Patch Manager	Read, Update
Scripts	Read, Update, Delete
Scripts → Schedule Scripts	Update
Searches → Send Commands	Access
Tickets	Create, Read, Update, Delete
Tickets → Ticket Requests	Access

Configure client level permissions

Client level permissions

Actions	Permission
Locations	Read, Edit, Delete
Projects	Read
Product Keys	Read
Documents	Read
Passwords	Read

Default computer permissions: Enabled if listed

Actions	Permission
Command Prompt	Access
Software and Tools	Install
History	Access
Commands	View, Send
Scripts	Schedule
Information	Edit
Alerts	Clear
Scheduled Scripts	Delete

Triggers for ConnectWise Automate integration

Trigger type name	Type	Description
Detect Script Execution	Polling	Triggers when a script is running
New Computer	Polling	Triggers when a new computer is added
New Event Log	Polling	Triggers when a new event log is detected
New Running Script	Polling	Triggers when a script is running

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