> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Connecting to Neo Agent

> Configure the connection between your ConnectWise Automate system and Neo Agent using API credentials

Once you've [created your API user](/integrations/rmm/connectwise-automate/creating-api-user) with the proper user class and permissions, you can configure the connection to Neo Agent through the integrations dashboard.

<Info>
  You'll need the credentials and configuration details from your ConnectWise Automate system integrator account to complete this setup.
</Info>

## Required Information

Before starting the connection process, gather the following information from your ConnectWise Automate system:

<ParamField path="Hostname" type="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.
</ParamField>

<ParamField path="Username" type="string" required>
  The username you created for the system integrator account (e.g., `neo_agent`).
</ParamField>

<ParamField path="Password" type="string" required>
  The password for your system integrator account.
</ParamField>

## Configuring the Integration

<Steps>
  <Step title="Access the Neo Agent Dashboard">
    Navigate to the [Neo Agent Dashboard](https://dashboard.neoagent.io/integrations) and log in with your credentials.
  </Step>

  <Step title="Select ConnectWise Automate Integration">
    From the integrations page, find and select **ConnectWise Automate** from the list of available RMM integrations.
  </Step>

  <Step title="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

    <Warning>
      Double-check all credentials for accuracy. Incorrect information will prevent Neo Agent from connecting to your ConnectWise Automate system.
    </Warning>
  </Step>

  <Step title="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.

    <Check>
      A successful connection test confirms that Neo Agent can access your ConnectWise Automate system with the provided credentials and permissions.
    </Check>
  </Step>

  <Step title="Save Configuration">
    After successful testing, save your integration configuration to enable Neo Agent workflows to interact with your ConnectWise Automate system.
  </Step>
</Steps>

## 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.

<Card title="IP Whitelisting Guide" icon="shield" href="/integrations/ip-whitelisting">
  View Neo Agent's IP addresses for whitelisting in your firewall or access control settings.
</Card>

## Troubleshooting Connection Issues

If you encounter issues during the connection process, check the following:

<AccordionGroup>
  <Accordion title="Authentication Errors">
    * 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
  </Accordion>

  <Accordion title="Permission Errors">
    * Review the user class permissions for your Neo Automation user class
    * Ensure all required permissions listed in the [API user creation guide](/integrations/rmm/connectwise-automate/creating-api-user) are assigned
    * Verify that the user class is properly assigned to the integrator account
    * Check that client-level permissions are correctly configured
  </Accordion>

  <Accordion title="Customers Not Appearing">
    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
  </Accordion>

  <Accordion title="Network Connectivity">
    * 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](/integrations/ip-whitelisting) if your system restricts access by IP
    * Test the hostname accessibility from outside your network
  </Accordion>
</AccordionGroup>

## 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

<Tip>
  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.
</Tip>