Integration Documentation

Instructions

Follow these easy steps to integrate the Automator App with your system.

Step 1 | Download Automator Onto Your Device

If you haven't downloaded the Automator App on your device, use the following link to download Automator.

Step 2 | Server Integration - Add Server Type

The Automator application uses a default service type. We recommend creating a service type of "Automator" to easily track time entered from the app, but you can use any existing service type. You will need a service type matching this name on your service board.

Follow the instructions below if you want to set a specific service type for the app.

1. In ConnectWise, Go to the Service, Service Board setup table.
2. Select your default service board. This will be set in the app as well later.
3. Under the Types tab, add a new type with the description of "Automator".

Step 3 | Server Integration - Configure API Login

1. From the ConnectWise setup tables, open General, Integrator Login.
2. Create a new login to be used in the RUN Networks Automator iPad app. We recommend using runautomator.
3. Give this user the following permissions.



• Access Level: All Records
• Service API: Check the Service Ticket API Checkbox and select the service board to apply the time and tickets to.
• Ticket Callback URL: http://localhost/v4_6_release/system/vendorsync/
  performcallback.rails?srServiceRecID=
• Time Entry API: Check the Time Entry API checkbox. You must select a member, but time entry is not limited to this member
• Contact API: Checked
• Company API: Checked
• Reporting API: Checked
• Configuration API: Checked

4. Save and close this record.
5. This concludes the server configuration.

Step 4 | iPad/iPhone Integration Setup

Once the app is installed on the iPad/iPhone, go to settings, Automator and make the following adjustments. Please enter these settings carefully. The text must match EXACTLY with the ConnectWise data.

1. CW Server URL: https://[yourConnectwiseURL] (Replace [yourConnectWiseURL]).
2. CW Integration URL: v4_6_release/services/system_io/integration_io.asmx. This entry should not be changed. It is only included for future compatibility.
3. CW Company: This is your Connectwise Company ID, the same as the client login screen.
4. Integration UID: The same username you created in the server integration above. This is not your ConnectWise login, but a separate integration login. If you don't know this information, ask your ConnectWise administrator.
5. Integration PW: The same password you created in the server integration above.
6. Segmented Load: Set this to off unless you have a very large database.
7. Default Member: This is your member ID, probably the same as your username. It is case-sensitive. All time entries will default to this name. If it doesn't work, check Setup, Members and use the Member ID from there.
8. Customer Type Identifier: If you have changed the default name for 'Customer', enter it here. This should match Setup Tables, Company, Company Type.
9. Your Company Name: By default, your company is not listed in the contact and company list. Enter a search term to match your company and have your company display in the list. This allows entering tickets to the internal company
10. Service Board Name: If you changed the service board name, change it here as well.
11. Default Work Type: Enter your default work type. The ConnectWise default is 'regular'.
12. Default Work Role: Enter your default work role. If you do not customize a time entry it will use this as default.
13. Default Service Type: Enter your default service type. If you do not customize a time entry it will use this as default.
14. Default Service Sub Type: Enter your default service sub type. If you do not customize a time entry it will use this as default.
15. Default Service Item: Enter your default service item. If you do not customize a time entry it will use this as default.