Roar can create configurations in ConnectWise Manage with rich system details that will update daily.
Will Roar update my existing configurations?
No, Roar will create new configurations with a distinct naming convention System name (auto). After consulting the ConnectWise Manage team and our partners, we opted to create new configurations as opposed to editing existing content. Given the high degree of customization in ConnectWise Configurations, Roar will preserve your existing Configurations and push over distinct, automated configurations.
We recommend linking Roar configurations to your existing configurations.
There are three steps to turning on the ConnectWise Configuration auto-updates:
- Turn on the global on/off switch
- Select the systems you want Roar to push over configuration data for
- Select the companies you'd like Roar to push over configuration data for
Below we'll walk through the steps and how you can do a controlled test to see how Roar configurations push over into ConnectWise.
Admin > Integrations > ConnectWise > Configurations
Check the box "Enable Configuration Auto-Updating"
Note: You must complete steps 2 and 3 to push configuration data to ConnectWise
Checking this box will NOT send any configurations to your PSA yet. You'll need to complete steps 2 and 3 to land configurations in ConnectWise.
Once you check the box to enable Configuration Auto-Updating, the toggles under the column "Configuration Auto-Updating" in the table below will light up.
Toggle on the systems that you'd like Roar to create and auto-update configurations for.
Interested in controlled testing?
Toggle on only one system to start your controlled test. Continue onto step 3 to select one company for your test.
Admin > Integrations > ConnectWise > Map Companies
On the "Map Companies" tab, you will now have the ability to toggle on "Configuration Auto-Updating." Turn this toggle on for any of the companies you'd like Roar to create automated configurations for.
Choose one company that you'd like Roar to create an automated configuration for.
After you've completed steps 1-3, it's time to test the integration!
The configuration data for the systems and companies you turned on will land in ConnectWise Manage in the next 24 hours by default. You can also ad-hoc run inspectors in Roar, and Roar's ConnectWise Configurations should land within minutes.