Adding ConnectWise credentials to Oomnitza

Best practice
For the integration with Oomnitza, create a dedicated user account.

Client ID and Secret

ConnectWise uses OAuth authentication and requires your Client ID to be added to Oomnitza.

To obtain your Client ID, complete the following steps:

1. Log in or sign-up for a Dell ConnectWise account here
2. Click Vendor Client IDs
3. Click Create New Integration
4. Supply the integration name and a short description. Set the integration to Private and specify your ConnectWise email in the Technical Contact Email field. 
5. Click Submit
6. You may need to scroll down the page and complete a form. This form notifies support that they need to create the Client ID. Otherwise, you can copy your Client ID immediately for use in Oomnitza. 

Dell ConnectWise

Adding your credentials

To stream ConnectWise data into Oomnitza, add the credentials that you obtained to Oomnitza:

1. In Oomnitza, click Configuration > Security > Credentials.
2. Click Add new credential (+).
3. Search for the integration, and then click the forward arrow > to select the integration. 
4. Enter your client credentials and any other additional information.
5. Click Authenticate. You are prompted to log in to authorize your request.
6. Click CREATE.

1. In the INFORMATION tab, add a name for the connection and choose an owner. The owner must have been added to the People page in Oomnitza.
2. In the AUTHORIZATION tab, complete these actions:
   1. Ensure that OAuth 2.0 is selected as the Authorization type.
   2. Ensure that ConnectWise is selected from the SaaS list.
   3. Enter the URL that you were provided by ConnectWise to connect to your instance, which is in this format https://<your_instance_name>.hostedrmm.com.
   4. Enter your client ID, username, and password. 
3. Authenticate and click Create.