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Once you’ve created your API user with the proper user class and permissions, you can configure the connection to Neo Agent through the integrations dashboard.
You’ll need the credentials and configuration details from your ConnectWise Automate system integrator account to complete this setup.

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Required Information

Before starting the connection process, gather the following information from your ConnectWise Automate system:
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Hostname
string
required
Your ConnectWise Automate server hostname or URL (e.g., automate.yourcompany.com). This is the address you use to access your ConnectWise Automate instance.
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Username
string
required
The username you created for the system integrator account (e.g., neo_agent).
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Password
string
required
The password for your system integrator account.

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Configuring the Integration

1

Access the Neo Agent Dashboard

Navigate to the Neo Agent Dashboard and log in with your credentials.
2

Select ConnectWise Automate Integration

From the integrations page, find and select ConnectWise Automate from the list of available RMM integrations.
3

Enter Your Credentials

Submit the credentials you gathered from your ConnectWise Automate system:
  • Hostname: Enter your ConnectWise Automate server address
  • Username: Enter the system integrator username
  • Password: Enter the system integrator password
Double-check all credentials for accuracy. Incorrect information will prevent Neo Agent from connecting to your ConnectWise Automate system.
4

Test the Connection

Once you’ve entered all credentials, Neo Agent will attempt to establish a connection to your ConnectWise Automate system to verify the configuration.
A successful connection test confirms that Neo Agent can access your ConnectWise Automate system with the provided credentials and permissions.
5

Save Configuration

After successful testing, save your integration configuration to enable Neo Agent workflows to interact with your ConnectWise Automate system.

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IP Whitelisting

If you have IP address restrictions in place on your ConnectWise Automate instance, you’ll need to add Neo Agent’s IP addresses to your allowed list.

IP Whitelisting Guide

View Neo Agent’s IP addresses for whitelisting in your firewall or access control settings.

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Troubleshooting Connection Issues

If you encounter issues during the connection process, check the following:
  • Verify that the username and password are correct
  • Ensure the Integrator checkbox is enabled for the user account
  • Check that the hostname is accessible and correctly formatted
  • Review the user class permissions for your Neo Automation user class
  • Ensure all required permissions listed in the API user creation guide are assigned
  • Verify that the user class is properly assigned to the integrator account
  • Check that client-level permissions are correctly configured
If customers or devices are not showing up when Neo refreshes options:
  • This is typically a permission issue on the user class
  • Verify the user class has proper access to customers
  • Check that Clients → Show All permission is set to Access
  • Ensure Locations → Show All permission is enabled
  • Confirm your ConnectWise Automate server is accessible from external networks
  • Check if any firewall rules might be blocking API connections
  • Whitelist Neo Agent’s IP address if your system restricts access by IP
  • Test the hostname accessibility from outside your network

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What’s Next?

With your ConnectWise Automate system successfully connected to Neo Agent, you can now:
  • Execute Scripts: Configure workflows to run scripts on managed devices
  • Automate Remediation: Set up automated ticket resolution using RMM scripts
  • Access Device Data: Pull device information into your ticket workflows
Start with simple script execution workflows to test the integration before implementing complex automation scenarios. This helps identify any configuration issues early in the process.