This article provides instructions on how to integrate ConnectWise Automate to Lifecycle Manager to pull configuration items from ConnectWise Automate.
Prerequisites
The following is required for integrating ConnectWise Automate with Lifecycle Manager:
You must have Administrator user credentials for your ConnectWise Automate account
You must have Administrator user credentials for your Lifecycle Manager account or member permissions of Manage Sync Settings selected
Optional: To enable Two-Way Synchronization of warranty dates, you must create a custom purchase date field in ConnectWise Automate. See the Create custom Purchase Date field in ConnectWise Automate for two-way sync article for steps on how to accomplish this. |
To successfully integrate ConnectWise Automate with Lifecycle Manager, please follow these steps in each article section:
Integration steps in ConnectWise Automate
Integration steps in Lifecycle Manager
Integration steps in Connectwise Automate
Create a new user class
Open the ConnectWise Automate Control Center application and sign in using your ConnectWise Automate server address and credentials.
Within the ConnectWise menu, navigate to the System menu in the bottom-left corner.
In the System menu, click Users and Contacts > User Class Manager.
On the User Class Manager screen, click the + (Add User Class) button to create a new user class.
On the Add User Class screen, enter a unique user class name and click OK.
Add permissions to User Class
Once the User Class is saved, select the newly created User Class to set the permissions. You are required to grant permissions to the user class for full functionality.
On the User Class Manager screen, select the newly created User Class.
Click on the Core menu to enable/disable permission before adding this class to a user.
In the Permissions module, enable the following permission for each:
Clients
Show All - Access permission
Computers
Update - The Update permission must be enabled if you plan on using Two-Way sync.
Show All - Access permission
Contacts
Read permission
Locations
Show All - Access permission
Click Save and close the User Class Manager screen.
Create a Lifecycle Manager user in ConnectWise Automate
Create a new ConnectWise Automate user, dedicated to the Lifecycle Manager integration
If not already signed in to ConnectWise Automate, then sign in.
Within the ConnectWise menu, navigate to the System menu in the bottom-left corner.
From the System menu, click Users and Contacts> Users. You can add and manage users in the Users view.
Click the + Add button.
On the Add a New User screen, enter the required information:
Under the General tab, enter the following:
UserName
Password
Confirm Password
Email address
Under the Permissions tab,
Select the user's user class by right-clicking in the User Classes section and selecting the recently created User Class.
Under the Groups and Clients tab, in the Available Groups section.
Select and double-click All Clients to move them to the Member Of section.
Ensure the Integrator checkbox is selected for this newly created user.
Click the Add New button.
Setting location data for clients
To sync location data, you need to add Locations - Read permissions for the Lifecycle Manager class for each client.
Location data is synced by double-clicking on a client & adding Locations-Read permissions. You can copy permissions from a “benchmark” client to all clients to ensure they have the same permissions. |
To set up a "benchmark" client, click the Browse menu option
Under the Clients tab, double-click on a client
Click the Permissions tab
Under the Permissions tab,
Add the user class by right-clicking in the User Classes section and selecting the appropriate User Class.
Select the added User Class.
In the Permissions section, select Locations > Read permission only.
Click Save and close the screen.
Back under the Clients tab, right-click on the “benchmark” client and click Permissions > Clear All Permissions. This clears permissions for all clients but the one selected.
Click the Clear button to confirm the clear all permissions.
Under the Clients tab, right-click on the “benchmark” client and click Permissions > Copy Permissions. This copies the permissions from the “benchmark” client to all clients without permissions.
Click the Copy button to copy permissions
All clients now have the same permissions as the benchmark client and location data is available to be synced.
Integration steps in Lifecycle Manager
Add ConnectWise Automate credentials to Lifecycle Manager
From Lifecycle Manager, navigate to Integrations and click the Add integration button.
The Add integration page will open. Select ConnectWise Automate REST.
Enter your Username and Password into the ConnectWise Automate REST add integration page.
Enter your ConnectWise Server Hostname
Your hostname should look something like automate.yourcompany.com
If a multi-factor authorization was set up, enter the MFA Authentication code
Click Save ConnectWise Automate REST Setup.
When you click Save ConnectWise Automate REST Setup, Lifecycle Manager performs a full sync. When finished, you should be able to view your hardware assets in your account.