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ConnectWise Automate Integration Instructions

STEP 1: CREATE AN INTEGRATION USER/LOGIN

  • 1. Expand Admin menu on the navigation of your Labtech Client.

  • 2. Right click on Users.

  • 3. Expand Users menu and click on Add New User.

  • 4. Enter the UsernamePassword and Confirm Password.
  • 5. Click on the Permissions tab.

  • 6.  In the User Classes, add Help Desk Users .

  • 7. Make sure Allow HTTP Tunnelcheckbox is checked.

 

  • 8. Click on Groups and Clients tab.

  • 9.  In the Group Membership section, add All Agents and All Clients.
  • 10. Click Save.

STEP 2: UPDATE WEB.CONFIG ON LABTECH SERVER (Only Applies to On-Premise Labtech. Skip to the next step if you’re on a hosted version)

  • 11. On the Labtech server please navigate to the folder.
  • 12.  Find the file Web.config in this folder and make a copy of this file.
  • 13.  Edit the file Web.config.
  • 14. Search the word Documentation in this file.
  • 15. Remove the line “<“remove name=Documentation”/>”.

STEP 3: ESTABLISH CONNECTWISE AUTOMATE INTEGRATION

  • 16. Server URL: Enter your Labtech Server URL (e.g. http://RMM.mycompany.com)
  • 17. Username: Enter your LT User that you created above (e.g. itboost)
  • 18. Password: Enter the password for the user you created above
  • 19. Hit Validate.

  • 20. If the credentials are invalid or rejected by LT, you’ll get the following error. Please check the Server URL, Username and Password and try again.

  • 21. Once the credentials are validated, you’ll get the following notification.

  • 22. The system will start syncing the data. Closing the Sync Status windows will not cancel the syncing in progress. You can check the sync status again from Organization Settings > Sync Status.

YOU’RE ALL SET!

 

 

 

Updated on June 11, 2018

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