Passportal Help

ConnectWise® Automate™ Integration Features

To set up the SolarWinds N-centralIntegration, please see ConnectWise® Automate™ Integration Configuration.

You need to have Documentation Manager enabled in order to integrate with ConnectWise Automate. Please contact your Account Manager if you are interested in enabling this feature.

Once the ConnectWise Automate integration with Passportal has been completed, you are able to use your newly imported data. This document will walk through the features available with your assets as part of the integration.

Accessing ConnectWise Automate Assets in Documentation Manager

  • You can view any synchronized assets from ConnectWise Automate by navigating to any client you have chosen to sync and selecting Assets.
  • Selecting any of the assets will present you with a screen providing information on several pieces of Asset Information such as Name, IP address, Type, Last logged User, Domain, User Defined Fields, and many others.

ConnectWise Automate Features Available in Assets

Access Additional Asset Information

You can view additional audit information on the device from within Passportal, allowing you to gather additional asset information without needing to log in to ConnectWise Automate.

  1. Select the Audit Device button.
  2. The device audit information is displayed.
  3. Click Close to close the screen.

Software On Device

You can view information on what software is installed on the asset from within Passportal.

  1. Select the Software On Device button.
  2. The Software on Device screen is displayed.
  3. The information can be copied, printed or exported using the buttons, as well as filtered to allow easier location of details.
  4. Click Close to close the screen.

Access device in ConnectWise Automate

You can also launch into ConnectWise Automate to view the device.

  1. Select the Launch Portal button.
  2. A new tab opens in your browser for ConnectWise Automate, and takes you directly to the asset.

Re-Sync Device

You can re-sync an asset with ConnectWise Automate from within Passportal by selecting the Sync Device button.

Asset Revisions

You can view and revert to the various revisions of an assets information that are available from within Passportal.

  1. Select the Revisions button, next to the version you wish to view.
  2. Click Restore.