How to setup Connectwise Automate API connection with MSPbots

Create a user in ConnectWise Automate

  1. Create a user in the Automate Client.
  2. Check "Integrator" checkbox appearing at the bottom to avoid MFA Authentication Token emails and then proceed to the Permissions tab.
  3. Select the appropriate 'User Classes'. The Allow HTTP Tunnel checkbox should be checked.
  4. On the Group Membership tab, click both All Agents and All Clients. Then, click Save.

Additional configurations for "On Premise" version of Automate.

  1. Look for the Web.config file which by default will exists in C:\inetpub\wwwroot\automate OR IN C:\inetpub\wwwroot\LabTech
  2. Ensure to create a copy of the file prior to editing.
  3. Delete the line “<“remove name=Documentation”/>”. Click Save

Establish ConnectWise Automate integration in MSPBots

  1. Goto https://app.mspbots.ai/Integrations
  2. Find the Automate and click sync, fill in the blank
  3. Click Save and Synchronize button.