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Enable third-party PSA and RMM integrations, generate API keys, and route customer notifications to your ticketing system.

Remote Manager integrates with the following PSA and RMM tools:
  • ConnectWise Manage
  • Kaseya VSA
  • Autotask
  • ConnectWise Automate
  • Datto RMM

Procedure

  1. Go to Customer Management → Remote Manager.
  2. Go to Remote Manager → Administration and click Configure third-party integrations to enable an integration for your organization.
    Tip
    Tip
    Expand the instructions for each integration type to view configuration steps.
  3. After you enable ConnectWise Manage for your organization, go to Remote Manager → Customers, select a customer, open their Notifications tab, and select ConnectWise Manage to route that customer's notifications to ConnectWise Manage instead of email.
  4. In Administration, click Generate API key to create a new access token and secret key for use in these integrations, or to revoke an existing key.
  5. If you run into trouble connecting a tool, click Download diagnostic tools in Administration to view and download available troubleshooting tools.