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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. Setup runs through a 4-step wizard in MSPortal: Connect, Map, Map Locations, and Import.

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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.

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Part 1: Configure ConnectWise Asio

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Step 1: Access API Settings

  1. Login to ConnectWise Asio (RMM) as an Admin
  2. Navigate to Integrations > API Access

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Step 2: Generate API Credentials

  1. Click Generate API Access (or + Add if you already have existing API keys)
  2. Enter API Key Name: MSPortal
  3. Configure the following scopes:
  1. Click Save to generate the API credentials
  2. Important: Copy both credentials immediately - they cannot be retrieved again after closing the dialog. These are the Client ID and Client Secret you will enter in MSPortal.

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Part 2: Connect MSPortal

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Step 1: Start the Setup Wizard

  1. In MSPortal, navigate to Settings > Integrations
  2. Find ConnectWise Asio in the integrations list
  3. Click Connect to launch the 4-step setup wizard

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Step 2: Enter Credentials

On the wizard’s Connect step, enter your ConnectWise Asio credentials:

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Step 3: Test Connection

Click Test Connection to verify your credentials. A green “Connection tested successfully” message appears when the connection works. If the connection fails:
  • Verify the Environment matches the region where your Asio account is hosted
  • Verify the Client ID and Client Secret are copied correctly
  • Confirm all required scopes are enabled for the API key
  • Check that your Asio account has admin privileges

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Step 4: Create the Integration

Click Create Integration to save the integration. Your secret is stored in encrypted vault storage, and the wizard advances to the Map step.

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Part 3: Map Companies

The wizard’s Map step maps your Asio companies to MSPortal companies. Devices inherit their company from this mapping.
The initial sync may take hours to even days to fully complete depending on the size of your account. Companies appear on the Map step as they sync; the step checks for new companies automatically.

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Step 1: Review the Company List

The Map step lists the companies synced from Asio alongside their current mapping status. Use the filter to show All, Mapped, or Unmapped companies.

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Step 2: Map Companies

  1. Click Quick Match to automatically suggest matches between Asio companies and your existing MSPortal companies based on name
  2. For the rest, use the Select company… dropdown on each row to choose the matching MSPortal company
  3. Click Import Selected to save the pending mappings, then click Next
Companies should already exist in MSPortal from your PSA integration (ConnectWise Manage, Autotask, etc.). Map Asio companies to these existing companies rather than creating new ones.

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Part 4: Map Locations (Optional)

The Map Locations step lets you map Asio locations to your PSA locations for the companies you mapped. This step is optional - click Skip if you do not need location mapping.
  1. Review the location list; only locations for mapped companies are shown
  2. Use Quick Match to suggest matches based on name similarity within each company, or pick a PSA location manually on each row
  3. Click Save All to confirm pending matches, then continue

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Part 5: Import Devices

The wizard’s Import step confirms the integration is connected and hands off to the device import page.
The initial sync may take hours to even days to fully complete depending on the size of your account. Devices appear in staging as the sync progresses.
  1. On the Import step, click Open Device Import
  2. In Device Type Mappings, map Asio device types to MSPortal device types, enable Auto-Sync for types you want imported automatically, and use Ignore for categories you don’t need
  3. In Staged Devices, review the synced devices, select the ones you want, and click Import Selected
You can return to this page anytime using the Import Devices action on the ConnectWise Asio row under Settings > Integrations.
For the full device import workflow including type mappings, auto-sync, and category ignore, see the Import Devices guide.

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What Gets Synced

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Troubleshooting

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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