ConnectWise Automate Integration

  Unify
  User activity monitoring

ConnectWise Automate Integration

 

If you are currently utilizing IP restrictions in your firewall or within the product, please make sure to allow these IP addresses:

• 35.192.223.4
• 35.224.156.102
  
  

Prerequisites

• ConnectWise Automate Domain/URL for your instance.
• ConnectWise Automate User Class with appropriate permissions.
• ConnectWise Automate User added to the new User Class.
• Credentials for that ConnectWise Automate User.

It is necessary to log into the ConnectWise Automate User Account at least one time before making the connection to SaaS Alerts. Ensure that MFA is disabled on this account, we suggest using a dedicated account with a really long password and choosing the Integrator setting.

ConnectWise Automate Domain/URL
You can obtain the ConnectWise Automate Domain/URL for your instance by copying it from the browser bar you use to connect to ConnectWise Automate.

ConnectWise Automate User Class
While you could assign the user to the Super Admin class, SaaS Alerts recommends using least privileges by creating a new User Class specifically for this integration.

1. Log in to your instance of Automate Control Center and Create a New User Class.

Create User Class

2. Name it appropriately.

3. Assign the following permissions to the User Class

Create User

While you can use an existing user account with appropriate permissions to connect to ConnectWise Automate from SaaS Alerts, it is highly recommended that you specifically create a user for this integration.

1. Create the user.

2. Ensure that you select the Integrator checkbox at the bottom left.

3. Assign the user to the User Class you created in the previous step.

4. Go to the Groups and Clients tab and ensure that All Clients and All Agents items are selected in the Applied Groups section.

4. Click Save.

Auditing Level

All users in the system should have their Auditing Level set to Everything, or you will not get log data for that particular user.

Setup MSFT Entra ID for enhanced Unify functionality.

Configure Unify functionality in SaaS Alerts.

Connecting SaaS Alerts to ConnectWise Automate

It is necessary to log into the ConnectWise Automate User Account at least one time before making the connection to SaaS Alerts.

1. Find your MSP’s Organization in SaaS Alerts, or create a new Organization for your MSP. You can do that on the SaaS Alerts Organization page.
2. Click on ConnectWise Automate in the list of products.
   
   Note: you may receive an alert indicating that an existing ConnectWise Automate integration already exists. Unless you have multiple instances of Connectwise Automate, you should cancel, or you will have duplicate alerts created.
   
   
3. Populate the connection wizard with the ConnectWise Automate details you collected earlier. Here is an example:
   

4. Click Save. You are now ready to receive alerts.

Link to Unify How To KB