This article provides instructions on how to integrate ConnectWise Automate to Lifecycle Manager.
Prerequisites
Before proceeding with the integration, please ensure the following requirements are met:
- Manage Integrations Permission: Verify that the Manage integrations permission is enabled for your ScalePad Hub account.
- Administrator Credentials: Confirm that you have Administrator user credentials for ConnectWise Automate.
Integration steps in ConnectWise Automate
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Sign in to ConnectWise Automate
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Create a new ConnectWise Automate user, dedicated to the Lifecycle Manager integration
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Enable the following for this newly created user:
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Super Admin
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Allow HTTP Tunnel (this option may not exist in newer versions)
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In newer versions, select the Enable Desktop Client Access checkbox
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Ensure the Integrator checkbox is selected
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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
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Enter your ConnectWise Automate credentials on the add integrations page
- Username
- Password
- ConnectWise Automate server hostname. e.g. automate.yourcompany.com
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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.
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.