From the Automate Control Center:
Click the Trend Micro button in the toolbar and go to Non-Trend Micro Customers.
Select the check boxes next to the ConnectWise Automate clients you want to import.
Click Import to Trend Micro.
From the Activation Successful screen after activating the ConnectWise Automate plug-in for the first time, click Start.
You must select the check boxes next to the ConnectWise Automate clients you want to integrate with Trend Micro Accounts on the Integrate Automate Clients with Trend Micro Accounts: Select Clients screen that appears.
The Integrate Automate Clients with Trend Micro Accounts: Select Clients screen appears.
Any ConnectWise Automate clients that match a Remote Manager customer account display in the list. If the matching records are not correct, select a different company account or create a new Trend Micro Account.
Select + Create a new Trend Micro Account to automatically register a new customer account in Remote Manager using the ConnectWise Automate client name as the company name.
Select from your existing Remote Manager customers not already assigned to another account.
If you have already assigned all of your customers, no customer information displays in the list.
The Set Notification Email screen appears.
The Assign Service Plan screen appears.
You cannot modify the settings for preexisting users.
You must have sufficient licenses available in Licensing Management Platform for the number of selected ConnectWise Automate clients. If you do not have sufficient licenses available, the plug-in only imports the first clients in the list for which licenses are available.
The Assign Template screen appears.
The settings applied by the original template used for preexisting Trend Micro customers may have been customized. Verify all settings after assigning templates to ensure your customers receive the best possible protection.
The Complete Integration screen appears.