ConnectWise Automate

How to connect ConnectWise Automate to Cork

Overview

In this integration you will:

• Create a new user class in the Connectwise Automate Control Center enabled with limited read-only permissions
• Create a new "integrator" user in the Connectwise web interface and associate the new user class with the new user
• Add the new user credentials to Cork

The specific steps are below.

Create a new User Class

1. Log into ConnectWise Automate Control Center
   
2. Click the System icon in the bottom left corner.
   
3. Click Users and Contacts > User Class Manager
   
4. On the User Class Manager screen, click the + button to create a new User Class
   
5. Enter a name for your new User Class (i.e. "Cork") and click OK.
   
6. Select your new User Class and enable the following permissions:

Create a new User

1. Log into ConnectWise Automate's web-based interface
2. Click the Settings icon in the bottom left corner.
   
3. In the System menu, click User Management
   
4. Click the + Add button and create a new user and password
   
5. Check "Integrator" in the bottom left corner
   
6. Click the User Classes tab
7. In the bottom left corner, click Edit User Classes, and select the User Class you created in the previous section.
8. Click the Group Membership tab.
9. Select All Agents and All Clients.
10. Click Save.

Add to Cork

1. Log into Cork and navigate to the Integrations tab
2. Find the ConnectWise Automate integration and click Configure +
3. Copy and paste your Connectwise Automate URL (i.e. https://my-msp.hostedrmm.com) into the Base URL field in Cork
4. Copy and paste the Username and Password you just created into the Username and Password field in Cork
5. Optional: add the Client ID if you manage your own and a Connection Name if you need to keep track of multiple ConnectWise integrations within Cork