> ## 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 Asio system and Neo Agent using API credentials

Once you've [generated your API credentials](/integrations/rmm/connectwise-rmm/creating-api-key) in ConnectWise Asio, you can configure the connection to Neo Agent through the integrations dashboard.

<Info>
  You'll need the Client ID, Client Secret, and region information from your ConnectWise Asio portal to complete this setup.
</Info>

## Required Information

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

<ParamField path="Region" type="string" required>
  Your ConnectWise Asio region. This determines which API endpoint Neo Agent will use. Available options: **US**, **EU**, or **AU**.
</ParamField>

<ParamField path="RMM Client Id" type="string" required>
  The Client ID from your generated API access credentials in ConnectWise Asio.
</ParamField>

<ParamField path="RMM Client Secret" type="string" required>
  The Client Secret from your generated API access credentials in ConnectWise Asio.
</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="Navigate to RMM Integrations">
    From the dashboard:

    1. Click **Integrations** in the left sidebar
    2. Select the **RMM** tab at the top of the page
    3. Find and select **ConnectWise Asio** from the list of available RMM integrations

    <Frame caption="Neo Agent integrations page showing ConnectWise Asio option">
      <img src="https://mintcdn.com/neoagent/lnHVT6AhqzwOEpVm/images/cwasio/neo-asio-1.png?fit=max&auto=format&n=lnHVT6AhqzwOEpVm&q=85&s=75f99a378180a3d89524743b246fef53" alt="Neo Agent dashboard showing Integrations menu with RMM tab selected and ConnectWise Asio option visible" width="2842" height="1374" data-path="images/cwasio/neo-asio-1.png" />
    </Frame>
  </Step>

  <Step title="Enter Your Credentials">
    Complete the ConnectWise Asio Integration Setup form:

    1. **RMM**: Ensure **CWASIO** is selected
    2. **ConnectWise Asio Region**: Select your region (US, EU, or AU)
    3. **RMM Client Id**: Enter your Client ID from ConnectWise Asio
    4. **RMM Client Secret**: Enter your Client Secret from ConnectWise Asio

    <Frame caption="ConnectWise Asio integration configuration form">
      <img src="https://mintcdn.com/neoagent/lnHVT6AhqzwOEpVm/images/cwasio/neo-asio-2.png?fit=max&auto=format&n=lnHVT6AhqzwOEpVm&q=85&s=a793d9000a36488eedbdc95ef28c70cb" alt="ConnectWise Asio Integration Setup form showing region dropdown and credential fields" width="1796" height="1244" data-path="images/cwasio/neo-asio-2.png" />
    </Frame>

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

  <Step title="Submit Configuration">
    Click **Submit** to save your integration configuration. Neo Agent will validate the credentials and establish a connection to your ConnectWise Asio system.

    <Check>
      A successful connection confirms that Neo Agent can access your ConnectWise Asio system with the provided credentials and scopes.
    </Check>
  </Step>
</Steps>

## Determining Your Region

If you're unsure which region your ConnectWise Asio instance uses, check the URL you use to access the portal:

| Portal URL Pattern               | Region |
| -------------------------------- | ------ |
| `*.itsupport247.net` (US domain) | US     |
| `*.eu.itsupport247.net`          | EU     |
| `*.au.itsupport247.net`          | AU     |

<Info>
  ConnectWise Asio (formerly ITSupportPortal/Continuum) uses region-specific API endpoints. Selecting the wrong region will cause authentication failures.
</Info>

## Troubleshooting Connection Issues

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

<AccordionGroup>
  <Accordion title="Authentication Errors">
    * Verify that the Client ID and Client Secret are correct
    * Ensure you copied the full credentials without any extra spaces
    * Check that the API access hasn't been revoked in ConnectWise Asio
    * Confirm you've selected the correct region
  </Accordion>

  <Accordion title="Permission Errors">
    * Review the scopes assigned to your API access in ConnectWise Asio
    * Ensure all required scopes listed in the [API credentials guide](/integrations/rmm/connectwise-rmm/creating-api-key) are assigned
    * If scopes are missing, generate new API access with the required permissions
  </Accordion>

  <Accordion title="Region Mismatch">
    * Double-check your portal URL to confirm the correct region
    * If you're unsure, try each region option to identify the correct one
    * Contact ConnectWise support if you cannot determine your region
  </Accordion>

  <Accordion title="Devices or Scripts Not Appearing">
    If devices or scripts are not showing up after successful connection:

    * Verify the API access has the `Platform - Agent - Read` scope
    * Ensure the `Platform - Automation - Read` scope is included for script access
    * Wait a few minutes for initial synchronization to complete
    * Try refreshing the connection in Neo Agent settings
  </Accordion>
</AccordionGroup>

## Configuring Permission Groups

Once the integration is connected, open **Agent Settings → Permission Groups** to choose what the agent is allowed to do in ConnectWise Asio. Each group can be set independently to **Disabled**, **Read-only**, or **Read & Write**:

| Group                           | Read                                                                                                 | Write                                     |
| ------------------------------- | ---------------------------------------------------------------------------------------------------- | ----------------------------------------- |
| **Tickets & Ticketing Lookups** | List and read tickets, notes, statuses, priorities, types, categories, sources, service boards, tags | Create/update tickets and notes           |
| **Companies & Sites**           | List and read companies and sites                                                                    | Create/update companies and sites         |
| **Contacts**                    | List and read contacts                                                                               | Create/update contacts                    |
| **Device Endpoints**            | List and read endpoints (v2 company/site hierarchy)                                                  | —                                         |
| **Custom Fields**               | List definitions and read values                                                                     | Write values on companies/sites/endpoints |
| **Policies**                    | Read policy groups, categories, effective policy, overrides                                          | —                                         |
| **Patching**                    | Read OS patch catalog and status                                                                     | —                                         |
| **Alerting**                    | Read alerts and suspension rules                                                                     | —                                         |
| **Incidents**                   | Read Security360 incidents                                                                           | —                                         |
| **Backup Dashboard**            | Read alarms, DR readiness, backup instances                                                          | —                                         |
| **Network Devices**             | Read network-device inventory                                                                        | —                                         |
| **Mappings**                    | Read endpoint/site/integrator mappings                                                               | —                                         |
| **Billing**                     | Read unified product usage                                                                           | —                                         |
| **Automation**                  | Read script, shell-script, and task catalog                                                          | —                                         |

Write-capable groups default to **Read-only** on existing agents so the expanded v2.5.7 surface is opt-in per tenant — no agent that was previously read-only suddenly starts making changes.

## What's Next?

With your ConnectWise Asio system successfully connected to Neo Agent, you can now:

* **Ticketing workflows**: Neo can triage and create tickets, add notes, and update statuses in ConnectWise Asio
* **Company/site/contact maintenance**: Keep CW Asio CRM data in sync with the agent's workflows
* **Device lookup**: Access endpoint information associated with tickets or end users
* **Script suggestions**: Neo surfaces relevant scripts from your automation catalog

<Info>
  Direct script execution from Neo Agent is not yet exposed by ConnectWise Asio — technicians execute suggested scripts in the CW Asio portal.
</Info>

<Tip>
  Test the integration by asking Neo to find scripts for common issues or by enabling Read & Write on **Tickets** and letting Neo resolve a low-priority ticket end to end.
</Tip>