ConnectWise RMM integration instructions

Randy White
Randy White
  • Updated

This article provides instructions on how to integrate ConnectWise RMM to Lifecycle Manager.

Note: As you connect integrations, review which clients will sync into the platform.
Imported clients count toward your purchased account limit, and many integrations may sync all clients by default.
We will notify you when you are close to exceeding your client limit.		  

Who can use this feature?

  • ScalePad Hub Administrators
  • Users with Manage Sync Settings permissions in their ScalePad Hub account.
  

What you'll need:

  • Administrator credentials for ConnectWise RMM
  

To successfully integrate ConnectWise RMM with Lifecycle Manager, please follow these steps in each article section:

Integration steps in ConnectWise RMM

Integration steps in Lifecycle Manager

Existing API Keys - Existing API keys should not be reused if you have already generated one for another system other than Lifecycle Manager.

Integration steps in ConnectWise RMM

Create API key

  1. Sign in to ConnectWise RMM's ITSupport Portal

  2. In the My ConnectWise Hub, hover over the ASIO PLATFORM option and click Launch.
    CWRMM_my_CW_hub_launch.png

  3. Within the ConnectWise RMM menu, navigate to Integrations
     

    CWRMM_integration_menu.png
  4. Click the Asio Integrations menu item.
    CWRMM_integration_Asio_menu.png

  5. On the Explore Integrations page, search for ScalePad (or Lifecycle Manager) and click on it to begin the integration.

    CWRMM_integration_search_LM.png
  6. On the Marketplace / Lifecycle Manager integration page, click the Integrate button.
    CWRMM_integration_integrate.png
  7. From the API screen, click the Generate button to generate a Client ID and a Client secret key. The generated API credentials appear beside the relevant labels.
  8. CWRMM_integration_API_creds.png

    1. The Client secret key will be hidden for security reasons. Once the keys are generated, take note and copy the API credentials. Manually copy the Client ID.

  9. Click Proceed to continue.

In case you forget your API credentials, navigate to My Integrations, return to the API screen, and click Regenerate. Any previously generated Client ID and Client secret keys will be invalidated.

Disabling an integration

Clicking the Deactivate button revokes access and previously generated API keys will be invalidated.

CWRMM_integration_API_deactivate.png

The integration's data and configurations will only be deleted if Lifecycle Manager's integration is also removed.

When adding the ConnectWise RMM Integration credentials to Lifecycle Manager, you need to add the Client ID and Client secret to the ConnectWise RMM integration page.

Integration steps in Lifecycle Manager

Add ConnectWise RMM API credentials to Lifecycle Manager

  1. Log in to ScalePad at app.scalepad.com.
  2. From the top navigation bar of the ScalePad Hub, click Integrations.
  3. Click Add Integration.

  1. Use the search bar to find Connectwise RMM and click the ConnectWise RMM tile.

  2. Enter your Client ID and Client Secret into the ConnectWise RMM add integration page.

  3. Click Save Connect now.

ConnectWise RMM supports two-way synchronization of Purchase Dates and Warranty Expiration Dates. These dates are queried by Lifecycle Manager and written back into ConnectWise RMM.

In-app edited dates - If you use our In-app edit feature to edit purchase/expiry dates manually, Lifecycle Manager will push these manually edited dates back into ConnectWise RMM.

CW_RMM_integration_NEW.png

When you click Connect now, Lifecycle Manager performs a full sync. When finished, you should be able to view your hardware assets in your account.

What's next

🎙️ Interested in attending a live Q&A session with our Product Adoption team? Sign up to attend Lifecycle Manager Office Hours and get real-time answers to your questions.
Any questions? Reach out to our Lifecycle Manager support team by submitting a support ticket.

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