ConnectWise Automate integration instructions

Randy White
Randy White
  • Updated

This article provides instructions on how to integrate ConnectWise Automate 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 Automate
  

Integration steps in ConnectWise Automate

  1. Sign in to ConnectWise Automate

  2. Create a new ConnectWise Automate user, dedicated to the Lifecycle Manager integration

  3. Enable the following for this newly created user:

    1. Super Admin

    2. Allow HTTP Tunnel (this option may not exist in newer versions)

      1. In newer versions, select the Enable Desktop Client Access checkbox

    3. Ensure the Integrator checkbox is selected

While the Integrator checkbox should enable you to bypass ConnectWise Automate's default MFA for the integration, Duo is not supported for this functionality and will cause the integration to throw a 2FA error message. See ConnectWise Automate with Duo MFA for additional information.

Integration steps in Lifecycle Manager

  1. Enter your ConnectWise Automate credentials on the add integrations page

    1. Username
    2. Password
    3. ConnectWise Automate server hostname. e.g. automate.yourcompany.com

  2. Click Connect now.

Two-Way Sync - Please note that the Two-Way Sync for the ConnectWise Automate integration is enabled by default via our plugin.

Lifecycle Manager writes back warranty dates to a custom table in CW Automate, created post-integration, called "plugin_warrantymaster_aux", instead of using native fields.

CW_Automate_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.

Delete the user after setup - Once the plugin is up and running, you can go ahead and delete the user created in step 2, as our plugin has set up a direct, secure link with your ConnectWise Automate database.

What's next

Additional article to read

🎙️ 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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