Integrations

ConnectWise Automate

This guide will walk you through setting up basic ConnectWise Automate monitoring with Perch. You’ll need the following on hand to complete the setup:

  • Your ConnectWise Automate instance base URL.
  • Your ConnectWise Automate username and password.

Getting started

*In this article, you’ll:

  1. Authenticate with the Automate instance.
  2. Configure scripts and map to an Automate company.

Note:

If you have an MSP account, configure your MSP organization in Perch first. The selections you choose will apply to the organizations you manage.

Authenticate

  1. Go to the ConnectWise Automate settings in the Perch app here.
  2. Input the following information into their respective fields:
    1. Base URL: The URL to the central Automate server (ex: automate.acme.com).
    2. Username: The user that Perch will use to access Automate.
    3. Password: Encrypted on saving. After entering, you won’t be able to see this value.
  3. 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 the slider for “Allow scripts to be run by an analyst when suppressing an alert” to enabled (purple).
  2. Click Add Script and select at least one Automate Script that can be run.
  3. Repeat Step 2 as many times as needed (you can use the trash can to remove them, too).
  4. Link the Perch organization with its corresponding ConnectWise Automate client.
  5. Click Save.

configuring scripts

Enable Basic ConnectWise Automate Monitoring

  1. After the authentication has been configured, slide the slider for “Enable log collection” to enabled and click the saveSave icon.

Enable Advanced ConnectWise Automate Monitoring (On-Prem Installs Only)

Please follow the guide available here on ConnectWise Automate Advanced Monitoring.