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Setup Overview

Setting up the ConnectWise Asio integration involves two main steps:

Generating API Credentials

Create API access credentials in your ConnectWise Asio portal with the required scopes for Neo Agent.

Connecting to Neo Agent

Configure the connection between your ConnectWise Asio system and Neo Agent using your API credentials.

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Prerequisites

Before starting the integration setup, ensure you have:
  • Admin Access: Administrator credentials for the ConnectWise Asio portal
  • API Access Permissions: Ability to generate API access keys in your organization
  • Region Information: Know which ConnectWise Asio region your organization uses (US, EU, or AU)
ConnectWise Asio was formerly known as ITSupportPortal/Continuum. If your organization used either of these products, you’re already on ConnectWise Asio.

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What Neo Can Do with ConnectWise Asio

Neo Agent supports the full ConnectWise Asio v2.5.7 surface: 96 operations across 68 API paths covering tickets, companies, endpoints, custom fields, policies, patching, incidents, backup dashboard, network devices, and more. Both read and write operations are supported and gated by per-area permission groups you configure in Agent Settings.
Full read/write access to the service-ticketing surface:
  • Create and update tickets — summary, description, priority, status, assignee, tags
  • Notes and replies — add technician-facing or customer-facing notes
  • Lookups — statuses, priorities, categories, types, sources, service boards, tags
Access device information and perform management tasks:
  • Device lookup — find endpoints by company, site, or endpoint ID (v2 nested paths)
  • Hardware inventory — device specifications, operating system, network adapters
  • Device groups and hypervisors — read membership and state
Read and write on the CRM-style surface:
  • Companies — create, update, list
  • Sites — create, update, list under a company
  • Contacts — create and update contact records
  • Custom fields — read definitions, read and write values across companies/sites/endpoints
  • Policies — read groups, categories, effective policy, and overrides
  • Patching — list OS patches, classifications, approval status
  • Incidents — read Security360 incidents
  • Alerts and suspensions — read active alerts and suspension rules
  • Backup Dashboard — backup alarms, DR readiness, backup instances
  • Script discovery — browse the script and shell-script catalog
  • Task discovery — list task definitions
  • Script execution — run a script on one or more managed endpoints and read back the results (requires Write)
Grant Write on the Automation area and Neo can run scripts on managed endpoints directly — it schedules a script on one or more endpoints via Asio’s built-in PowerShell template and reads back the results. The area stays read-only unless you opt in, and you can require technician approval before any run.
Write access is opt-in per area. In Agent Settings → Permission Groups, set the relevant CW Asio groups to Read & Write to enable creates, updates, and deletes.

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Available Actions

Neo Agent can perform the following actions through the ConnectWise Asio integration:
Neo Agent uses the ConnectWise Asio v2.5.7 API to perform these actions. Ensure your API credentials have the necessary scopes for the areas you want Neo to act in — see the API credentials guide for the scope list.