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connectwise-automate-integration-setup.md

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ConnectWise Automate

Setting up this integration allows you to

  1. Import customers from Automate
  2. Import computers from Automate
  3. Manage all computers in Automate without deploying the ImmyBot Agent
  4. Map customers from Manage to ImmyBot tenant based on existing Automate<->Manage relationship

Create ImmyBot Role

ImmyBot requires the following permissions in Automate

  • Core
    • Clients.Read
    • Clients.Show All
    • Computers.Show All
    • Computers.Edit (For moving existing computers to new locations
    • Computers.Delete (For retiring duplicate computers)
    • Groups.Show All
    • Locations.Show All
    • Patch Manager.Read (Required if you want Immy to apply approved Windows Updates)

Immy-CWA-User Class Manager-Permissions

Create ImmyBot User

Enable Google MFA for ImmyBot User

The integration requires Google for MFA. Duo is not supported as Duo does not expose the MFA token anywhere for us to use and doesn't appear to be the standard TOTP like Google uses. You will need to exclude the integration user from your Duo deployment if using Duo and configure the Google MFA plugin for Automate for this user.

Add RMM Link for CW Automate

image

Import your customers

Alternatively, you can create/map only certain customers.

When you map a customer from an RMM, the computers will undergo Identification