> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getthread.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up the ConnectWise Automate Integration

> Create the user class, API user, and permissions in ConnectWise Automate so Thread can push RMM alerts and data into your chat platform as messages.

## Overview

The Thread integration lets you seamlessly push data from ConnectWise Automate as messages to your chat platform.

## Set up the integration

<Steps>
  <Step title="Step 1: Creating the User Class for the API User">
    <Tip>
      This section of the guide requires you to use ConnectWise Automate Control Center and an Automate account that has permissions to create Users and User Classes.
    </Tip>

    1. Open Automate Control Center and log in as an Administrator.
    2. Navigate to **System** > **Users and Contacts** > **User Class Manager**
    3. The **User Class Manager screen** will pop up, click the **+** icon at the bottom left corner of this window

    <Frame>
      <img src="https://mintcdn.com/thread/ysyi1-ysJ96KyxOf/images/611fac27-2022-10-21-16-47-32.png?fit=max&auto=format&n=ysyi1-ysJ96KyxOf&q=85&s=8ad9869908d4357dba0e59021758df84" alt="User Class Manager screen with the add icon" width="1920" height="1110" data-path="images/611fac27-2022-10-21-16-47-32.png" />
    </Frame>

    4. The **Add User Class** window will pop up, enter whatever you like for class name, we recommend "Thread API User", click **OK**

    <Frame>
      <img src="https://mintcdn.com/thread/MmA6qEMELRi-vXeU/images/b8fb1b55-2022-10-21-16-51-07.png?fit=max&auto=format&n=MmA6qEMELRi-vXeU&q=85&s=8f0c383a3a5a86aed262e460529ea19a" alt="Add User Class window" width="983" height="710" data-path="images/b8fb1b55-2022-10-21-16-51-07.png" />
    </Frame>

    5. Back on the **User Class Manager** window, click on the class you just created to edit it. Stay on the **Core** tab for now.

    <Frame>
      <img src="https://mintcdn.com/thread/MmA6qEMELRi-vXeU/images/a5cafcd6-2022-10-21-16-54-26.png?fit=max&auto=format&n=MmA6qEMELRi-vXeU&q=85&s=89f027a2eb8d914e4974dd32619b64ba" alt="User Class Manager Core tab" width="982" height="710" data-path="images/a5cafcd6-2022-10-21-16-54-26.png" />
    </Frame>

    6. On the **Core** tab set the appropriate permissions based on the screenshots below. Click **Save** once you are done checking the appropriate permissions.

    <Frame>
      <img src="https://mintcdn.com/thread/yMrisProrR453qj0/images/38f1ad0c-2022-10-21-17-14-25.png?fit=max&auto=format&n=yMrisProrR453qj0&q=85&s=1c1dff956bdabd1ca4040f86c8802b15" alt="Core tab permissions part 1" width="983" height="710" data-path="images/38f1ad0c-2022-10-21-17-14-25.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/thread/ysyi1-ysJ96KyxOf/images/72bb7b66-2022-10-21-17-15-10.png?fit=max&auto=format&n=ysyi1-ysJ96KyxOf&q=85&s=ebfc6cd755e400b26a5a1c246f2e703b" alt="Core tab permissions part 2" width="990" height="410" data-path="images/72bb7b66-2022-10-21-17-15-10.png" />
    </Frame>

    7. Next, click on the Plugin tab. **Set top-level permissions** to the **ConnectWise Control Plugin** and click **Save**.

    <Frame>
      <img src="https://mintcdn.com/thread/yMrisProrR453qj0/images/3bead56c-2022-10-21-17-17-01.png?fit=max&auto=format&n=yMrisProrR453qj0&q=85&s=ef6aa367bf6fd8a7d9b4a575fac7d201" alt="Plugin tab permissions" width="990" height="410" data-path="images/3bead56c-2022-10-21-17-17-01.png" />
    </Frame>

    8. Thats it! You are now ready to assign this User Class to the API User you created.
  </Step>

  <Step title="Step 2: Configuring the Automate API User">
    <Tip>
      This step can be performed from the Automate web portal or Control Center application.
    </Tip>

    1. Open Automate Control Center and log in as an Administrator.
    2. Navigate to **System** > **Users and Contacts** > **Users**
    3. From the Users screen, click **+ Add** to add a new user.

    <Frame>
      <img src="https://mintcdn.com/thread/ysyi1-ysJ96KyxOf/images/6f9809b4-2022-10-21-17-28-41.png?fit=max&auto=format&n=ysyi1-ysJ96KyxOf&q=85&s=e8962f0fbc92c1861081959abe3607a2" alt="Users screen with the Add button" width="1617" height="1006" data-path="images/6f9809b4-2022-10-21-17-28-41.png" />
    </Frame>

    4. The **Add a New User** window will pop up. Configure the following on the **General** tab:
    5. **Enter Username** - save this to your Password vault for later
    6. **Enter Password** & **Confirm Password** - save this to your Password vault for later
    7. **Email Address**
    8. Check the **Integrator** checkboxFailure to check the Integrator checkbox will result in the integration failing.

    <Frame>
      <img src="https://mintcdn.com/thread/ysyi1-ysJ96KyxOf/images/5e341ffb-2022-10-21-17-32-02.png?fit=max&auto=format&n=ysyi1-ysJ96KyxOf&q=85&s=423575ccb2d387e8ebd4c31a1c048948" alt="Add a New User General tab" width="983" height="710" data-path="images/5e341ffb-2022-10-21-17-32-02.png" />
    </Frame>

    5. Next, from the **Add a New User** window, navigate to the **Permissions** tab.
    6. **Right-click** on **User Classes** box and **select the User Class** you created back in Step 1. We named the user class "Thread API User", so we selected that for this step.

    <Frame>
      <img src="https://mintcdn.com/thread/yMrisProrR453qj0/images/465e6b80-2022-10-21-17-38-36.png?fit=max&auto=format&n=yMrisProrR453qj0&q=85&s=a78c4a83f459f3180a6f5d90a5836da7" alt="Permissions tab User Classes selection" width="982" height="710" data-path="images/465e6b80-2022-10-21-17-38-36.png" />
    </Frame>

    7. Once you have granted the new user the appropriate user class permissions, click **Add New**.

    <Frame>
      <img src="https://mintcdn.com/thread/MmA6qEMELRi-vXeU/images/b6f90e4a-2022-10-21-17-44-41.png?fit=max&auto=format&n=MmA6qEMELRi-vXeU&q=85&s=acde89b926f496a7c169e4f24d6d247b" alt="Add New user confirmation" width="983" height="710" data-path="images/b6f90e4a-2022-10-21-17-44-41.png" />
    </Frame>
  </Step>

  <Step title="Step 3: Set up the Integration in the Admin Panel">
    1. Your Thread admin panel navigation has a section named Integrations (as shown below).

    <Frame>
      <img src="https://mintcdn.com/thread/MmA6qEMELRi-vXeU/images/c6b8bdbb-image.png?fit=max&auto=format&n=MmA6qEMELRi-vXeU&q=85&s=5217b982fa88efb7316f22383a4286ab" alt="Thread admin panel Integrations section" width="990" height="410" data-path="images/c6b8bdbb-image.png" />
    </Frame>

    2. In the integrations list you'll find the Automate option, click on it to configure it.

    <Frame>
      <img src="https://mintcdn.com/thread/yMrisProrR453qj0/images/1b28f07e-image.png?fit=max&auto=format&n=yMrisProrR453qj0&q=85&s=442bdbe4f92814485aaaf5d6425249b1" alt="Automate option in the integrations list" width="990" height="410" data-path="images/1b28f07e-image.png" />
    </Frame>

    3. You'll need 2 things to configure Automate:
    4. **Base URL**: Fill in your base URL (e.g. **[https://mycomany.hostedrmm.com](https://mycomany.hostedrmm.com)**) for CW Automate followed by '/cwa/api/v1/', so it looks like **[https://mycompany.hostedrmm.com/cwa/api/v1](https://mycompany.hostedrmm.com/cwa/api/v1)**
    5. **Username and Password**: These are the credentials you use to log into your CW Automate dashboard.

    <Frame>
      <img src="https://mintcdn.com/thread/ysyi1-ysJ96KyxOf/images/7a94cc8c-2022-10-21-17-48-54.png?fit=max&auto=format&n=ysyi1-ysJ96KyxOf&q=85&s=215526ef9ee9293bfeb8f20964d3debc" alt="Automate configuration fields" width="1617" height="1006" data-path="images/7a94cc8c-2022-10-21-17-48-54.png" />
    </Frame>

    4. Enter in the credentials from the API user account you created in Step 2. And click **Connect**.
    5. Once the integration has connected successfully, make sure the integration is **toggled on** and click **Save**.
  </Step>
</Steps>


## Related topics

- [Set Up the ConnectWise PSA Ticketing Integration](/integrations/creating-a-connect-wise-manage-api-user.md)
- [Liongard ConnectWise Automate Read](/skill-library/liongard-inspectors/liongard-connectwise-automate.md)
- [Automate PSA Scheduling with Microsoft Bookings](/integrations/microsoft-bookings-integration-for-psa-scheduling.md)
