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connectwise-manage-integration-setup.md

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ConnectWise Manage

Setting up this integration allows you to

  1. Deploy Software to machines covered by a certain agreement type
  • Example: Deploy Huntress to all customers with a Managed Security Agreement
  1. (Preferred) Deploy Software to machines covered by an Agreement with a specific Addition
  • Example: Deploy SentinelOne to all computers that have SentinelOne as an Addition on their agreement

If you use Automate, setup the Automate integration first and import your customers from there. Importing customers from Manage generally results in many unnecessary Tenants being created in ImmyBot. You can link Automate to Manage to leverage the existing mappings between Automate<->Manage instead of manually mapping your Manage customers

Create an ImmyBot Role with the following permissions

  • Company -> Company Maintenance -> Inquire Level (All)
  • Finance -> Agreements -> Inquire Level (All)
  • Procurement -> Product Catalog -> Inquire Level (All)
  • Procurement -> Product -> Inquire Level (All)
  • Service Desk -> Service Tickets -> Inquire -> (All)
    • Optional - Required for the technician tools feature
  • System -> API Reports -> Inquire Level (All)

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Create an API Member

Go to System -> Members and create a new API Member

Create a new API key

Plugin the API Keys in ImmyBot

Create a new PSA Link and fill in the Provider Info

CW Manage Pod v1

Setting up this integration allows you to Look up the contact's email address in Immy and shows you their computers (Immy does User Computer Affinity behind the scenes so you don't have to do it manually). Technicians can jump into their computers or push software via the ticket.

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Go to Show More -> Integrations

Add CW Manage Pod

Go to ConnectWise -> Setup Tables -> Manage Hosted API -> +

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Technician Tools

What is Technician Tools?

*This feature only works for the Service Ticket screen.

Required Permissions

Modify your immy.bot security role to include Service Desk -> Service Tickets -> Inquire Level -> All

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Setup

In ConnectWise Manage, you can use "Manage Hosted API Setup" to embed content on certain pages in the UI. You can set one up by navigating to System -> Setup Tables -> Manage Hosted API Setup

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Copy the url template:

https://<your-domain>.immy.bot/technician-pod/cw-manage/<cw-manage-integration-id>

The URL is specific to your instance. You'll need to replace <your-domain> with your domain and <cw-manage-integration-id> with your CW Manage integration id. This id can be found here:

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After you setup the pod, navigate to a ticket, and it shoud load the technician tools pod for immy.bot.