The Connectwise RMM Integration can be used to connect your Halo instance to your ConnectWise asset management tool; allowing you to sync sites and assets related to those sites from Connectwise.

Follow this guide to set up the integration.

Step 1 – Make Sure You can Access the Required Configuration Pages

1. In ConnectWise RMM, navigate to Settings > Admin > Integration > PSA Integration and select "Other Authorized Vendors" from the dropdown.
2. In Halo, go to Configuration > Integrations > ConnectWise RMM.

Step 2 – Configuring ConnectWise RMM

• API Token: This should be entered into Halo later.
• Integrator User: Enter a Username for the integration user.
• Integrator Password: Enter a Password for the integration user.
• Confirm Integrator Password: Re-enter the password.
• Callback URL: This is your Halo URL followed by "/api/notify/ConnectWiseRMM". Example: https://yourhalo.com/api/notify/ConnectWiseRMM.
• Callback Method: Set this to "GET".

Step 3 – Configuring Halo

• URL: Enter your ConnectWise RMM URL, up to and including .net.
• Username: Enter the username you created above.
• Password: Enter the password you created above.
• API Key: Copy the API Token from the ConnectWise RMM page above.

• Default Customer: Select the default customer that sites will be assigned to if no match is found in the mappings table.
• Site & Asset Type Mapping Tables: Use these tables to map ConnectWise sites and assets to Halo equivalents.

• Default Asset Type: Select an Asset Type to assign if no match is found in the mappings table.
• Asset Matching Field: Choose a unique identifier to match existing Halo assets with imported assets from ConnectWise RMM.

• Enable Alert Processing: Enables mapping of ConnectWise RMM alerts to Halo tickets. Additional fields appear to specify Ticket Type and Assigned User.
• Enable the Halo Integrator for ConnectWise RMM: Activates automatic scheduled syncing. If you don’t have a Halo Integrator, contact Halo Support. Selecting this option allows you to choose which entities (Sites, Assets, or both) to sync.
• Deactivate Assets in Halo when deleted in ConnectWise RMM: When enabled, any assets deleted in ConnectWise RMM will be deactivated in Halo during the next integrator sync. Requires the Halo Integrator to be enabled.

Step 4 – Syncing Data

1. Click "Activate" on the ConnectWise RMM page. You should see a message: "Ticketing API Configured Successfully."
2. In Halo, click "Import Sites". A list of ConnectWise RMM sites should appear. Click "Start" in the top right to begin the import.
3. Once sites are imported, click "Import Assets" to sync assets from ConnectWise RMM to Halo.
4. Your ConnectWise RMM integration is now active! If the Halo Integrator is enabled, data will continue to sync on the scheduled interval.