Overview
ConnectWise Asio (formerly ConnectWise RMM) provides cloud-native remote monitoring and management capabilities. This integration enables MSPortal to sync devices, hypervisors, network devices, and company data from your Asio environment.Prerequisites
Before you begin, ensure you have:- Admin access to ConnectWise Asio (RMM)
- Admin access to MSPortal
- Companies already imported from your PSA (ConnectWise Manage, Autotask, etc.)
The Asio integration syncs devices to companies that already exist in MSPortal. Import your companies from your PSA integration first before setting up Asio.
Part 1: Configure ConnectWise Asio
Step 1: Access API Settings
- Login to ConnectWise Asio (RMM) as an Admin
- Navigate to Integrations > API Access
Step 2: Generate API Credentials
- Click Generate API Access (or + Add if you already have existing API keys)
- Enter API Key Name:
MSPortal - Configure the following scopes:
Required API Scopes
Required API Scopes
| Scope | Permission |
|---|---|
| Platform - Agent | Read |
| Platform - Assets | Read |
| Platform - Companies | Read |
| Platform - Custom Fields values | Read |
| Platform - DataMapping | Read |
| Platform - DeviceGroups | Read |
| Platform - Devices | Read |
| Platform - Sites | Read |
| Platform - Tickets | Create |
| Platform - Tickets | Read |
| Platform - Tickets | Update |
- Click Save to generate the API credentials
- Important: Copy the API Key and API Secret immediately - these cannot be retrieved again after closing the dialog
Part 2: Connect MSPortal
Step 1: Open Integration Settings
- In MSPortal, navigate to Settings > Integrations
- Find ConnectWise Asio in the integrations list
- Click Configure
Step 2: Enter Credentials
In the connection dialog, enter your ConnectWise Asio API credentials:| Field | Description |
|---|---|
| API Key | The API key generated in Step 2 |
| API Secret | The API secret generated in Step 2 |
Step 3: Test Connection
Click Test Connection to verify your credentials. You should see a green “Connected” indicator if successful. If the connection fails:- Verify your API Key and Secret are copied correctly
- Confirm all required scopes are enabled for the API key
- Check that your Asio account has admin privileges
Step 4: Save the Integration
Click Connect to save the integration settings.Part 3: Map Companies
Before importing devices, you need to map your Asio companies to MSPortal companies.Step 1: Navigate to Company Import
- Go to Settings > Companies
- Click Import
- Select Import from ConnectWise Asio
Step 2: Map Companies
The import dialog displays companies from Asio alongside your existing MSPortal companies:- Review the company list from Asio
- For each Asio company, select the corresponding MSPortal company to map it to
- Click Import to save the mappings
Part 4: Import Devices
After mapping companies, you can import devices from Asio.Step 1: Access Device Import
- Navigate to Settings > Integrations
- Find the ConnectWise Asio integration
- Click Import Devices from Staging
Step 2: Review and Import
The import dialog displays devices that are ready to import:- Only devices from mapped companies appear in the staging list
- Unmapped company devices are not shown until their companies are mapped
- Review the device list and click Import to add them to MSPortal
Devices are continuously synced from Asio after the initial import. New devices will appear in the staging area as they are detected in your Asio environment.
What Gets Synced
| Data Type | Sync Direction | Description |
|---|---|---|
| Companies | Asio → MSPortal | Company/site information for mapping |
| Devices | Asio → MSPortal | Endpoints, workstations, and managed devices |
| Hypervisors | Asio → MSPortal | Virtual infrastructure hosts |
| Network Devices | Asio → MSPortal | Routers, switches, and network infrastructure |
| Device Groups | Asio → MSPortal | Device organization and grouping |
| Custom Fields | Asio → MSPortal | Custom field values assigned to devices |
Troubleshooting
| Issue | Solution |
|---|---|
| Connection test fails | Verify API Key and Secret are correct; ensure all required scopes are enabled |
| No companies in import list | Check that the API key has “Companies - Read” scope enabled |
| No devices in staging | Wait a few hours for initial sync; verify companies are mapped correctly |
| Devices missing for some companies | Ensure those companies are mapped in Settings > Companies |
| Permission errors | Verify your Asio account has admin privileges |
Next Steps
After connecting Asio, you can:- View synced devices in the Devices module
- Build reports using device data
- Set up compliance checks against your device inventory
- Monitor hypervisors and network devices alongside endpoints
Related Resources
- Import Companies - General company import guide
- Devices Module - Managing devices in MSPortal
- Clear and Resync Integrations - Troubleshooting sync issues