This article provides instructions on how to integrate ConnectWise Automate to ScalePad.
Administrator user credentials for ConnectWise Automate and ScalePad or member permissions of Manage Sync Settings selected are required to add an integration to ScalePad.
Integration steps in ConnectWise Automate
Sign in to ConnectWise Automate
Create a new ConnectWise Automate user, dedicated to the ScalePad integration
Enable the following for this newly created user:
Allow HTTP Tunnel
Ensure the Integrator checkbox is selected
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 ScalePad
Enter your ConnectWise Automate credentials on the add integrations page
Click Save ConnectWise Automate Setup.
ScalePad 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 Save ConnectWise Automate Setup, ScalePad performs a full sync. When finished, you should be able to view your hardware assets in your account.
Delete the user after setup