Before you start
- Connect your RMM is optional. If you do not use an RMM, choose No RMM and Launch Center marks the step Not needed.
- Have your RMM administrator create API credentials. The fields differ by provider, so keep the provider’s setup guide open (see Related guides).
- Connect your PSA first and import or match your companies. RMM sites map to those companies. See PSA connection.
Connect your RMM
1
Open the step
In Launch Center, select Connect your RMM in Launch steps and choose your RMM’s card. Its setup tasks appear under the step in the rail. Setup guide on the card opens the provider’s instructions. You can also open the RMM from Settings > Integrations.
2
Connect
On Connect, enter your API credentials, such as a key and secret, and a region or URL where the provider asks for one. Test the connection and wait for the result. If the test fails, check the credentials, the region, and that the API user is active in your RMM, then test again. Continue to save the connection.
3
Import or match sites
Open Import or match companies. Wait for the first sync to finish. It can take a few minutes, and much longer for a large ConnectWise Asio account. The Import view includes unlinked records with suggestions. Use Suggested to review proposed links, and check each one. Import or match at least one provider company or site to the right MSPortal company. Its device tasks become available while other companies wait.
4
Map locations (optional)
Providers that support it show a Locations task. Map each location, or leave it for later.
5
Import devices
Open Import devices. Continue in Import rollout devices.
6
Finish the connection
Open Review and check the result. In Launch Center, click Finish connection setup. In Settings, click Finish setup.
Check the connection
1
Look at the sync status
Open the integration in Settings > Integrations. Check that the last sync finished and that your sites show the right device counts.
2
Check Launch Center
In Launch Center, Connect your RMM turns Done once the connection is healthy and its required tasks are done. It checks the connection you set up on this step. An unrelated active integration does not satisfy it.
Troubleshooting
Frequently asked questions
Does a successful credential test complete the rollout?
Does a successful credential test complete the rollout?
No. Check the sync, the site mappings, the imported devices, and the remaining setup tasks.
Can any active connection satisfy this step?
Can any active connection satisfy this step?
No. Launch Center checks the connection tracked by this step, including its required tasks.
Can I use Addigy without another RMM?
Can I use Addigy without another RMM?
Yes. Choose No RMM on Connect your RMM, then tick Addigy under Infrastructure in Connect other tools.