Integrations

Pre-requisites:

  • ConnectWise Automate instance base URL
  • ConnectWise Automate username
  • ConnectWise Automate password

Getting started

  1. Click here to go to ConnectWise Automate settings in the Perch app
  2. Authenticate with the Automate instance ( Base URL, username, password )
  3. Configure scripts and map to an Automate company

NOTE: If you have an MSP account, configure your MSP organization FIRST
as the selections you choose will apply to the organizations you manage.

Authenticate

  • Base URL: The URL to the central automate server ( ex: automate.acme.com )
  • Username: The user that perch will use to access automate
  • Password: Encrypted on save, after entering you will not be able to see this value

If you have Two-Factor Authentication enabled for this user via Google Authenticate, copy and paste the Manual Entry Code (that was emailed to the user’s account) into the Google Authenticate Secret Key field.

configuring scripts

Configure

  1. Toggle “Allow scripts to be run by an analyst when suppressing an alert” to the ON ( purple ) position
  2. Click “Add Script” to add at least one Automate Script that can be run
  3. Repeat Step 2 as many times as needed ( use the trash can to remove them, too )
  4. Link the Perch organization with its corresponding ConnectWise Automate client

configuring scripts