ConnectWise RMM: devices, patch posture, and your business reviews

ConnectWise RMM — the cloud RMM on the Asio platform — is where your managed endpoints live. This connector reads three things out of it: each customer's sites, their device inventory, and their patch posture — and hangs them off the matching Current company so they can feed your executive and CIO business reviews. It is read-only in the strictest sense: Current reads ConnectWise RMM and can never change anything in it.

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   1 · Open API Access

   Sign in at home.connectwise.com, launch the Asio platform, and go to Integrations → API Access in the side menu. Press + Generate API Access.
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   2 · Name it and tick the scopes

   Name it something recognisable like Current, tick only the read scopes listed below, accept the consent checkbox, and Generate.
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   3 · Copy both values now

   You get a Client ID and a Client Secret. The secret is never shown again — copy it before closing. And know the sharp edge: Regenerate invalidates every previously issued credential on the spot, not just the one you're replacing.

Scopes to tick (all read-only):
Platform – Companies – Read       Platform – Sites – Read
Platform – Devices – Read         Platform – Assets – Read
Platform – Agent – Read           Platform – Os Patching Endpoint Patches – Read
Platform – DeviceGroups – Read    Platform – Performance – Read
Platform – Policy – Read          Security – Threats – Read

That scope set is deliberately read-only — there is no write scope on the list, so even the credential itself can't change anything in your RMM.

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   Open the ConnectWise RMM card

   In Current's left sidebar open Integrations (it sits under Admin, so Tenant Admins have the link) and find the ConnectWise RMM card in the Reporting integrations section.
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   Paste the Client ID and Client Secret

   Current works out your region — North America, Europe, or Asia-Pacific — from the Client ID itself, and you can override it explicitly if yours is unusual.
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   Press Test connection

   Current exchanges the credentials for a token live to prove they work before storing anything, and surfaces ConnectWise's real error if they don't. On success the secret is stored server-side only — the browser never sees it again.

The sync runs every 6 hours on its own, and Sync now covers the impatient path. Each run walks your sites and devices and writes value-signals — never a raw event firehose.

Every request Current makes to ConnectWise RMM passes through a read-only guard that only permits the specific read endpoints above (plus the token exchange itself). Automations, scripts, policy changes, and credential management are not on the list and are unreachable, even by a code bug. Current cannot write to ConnectWise RMM.

Current matches each RMM site to one of your Current companies automatically by normalized name — lowercased, with punctuation and Inc/LLC/Ltd-style suffixes stripped — and links it only when exactly one company matches. Anything it can't match confidently is left for you.

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   Let the auto-matcher run first

   Every sync, Current links each RMM site to the one Current company whose normalized name matches exactly (see above). Most sites map themselves — only the ambiguous ones need a hand.
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   Open the mapping panel

   Integrations → ConnectWise RMM → Manage → Customer mapping. It opens on the Unmapped tab, which lists every site the matcher couldn't place confidently.
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   Map a site to its company

   On an unmapped row press Map, type a few letters of the Current company, and pick it. The site's devices and patch posture attach to that company right away — no wait for the next 6-hour sync.
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   Ignore internal or test sites

   For a site that should never map to a customer — your own internal RMM, a lab, a test tenant — press Ignore. It moves to the Ignored tab and stops counting as unmapped, so the card's unmapped badge reflects only real work left to do.
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   Fix a wrong match later

   The Mapped tab lists every linked site; Unmap corrects a bad auto-match, and the Ignored tab's Un-ignore brings a dismissed site back. A manual map or unlink is never overwritten by a later auto-match.

• ＋Unmatched sites appear on the ConnectWise RMM card's mapping panel — press Map to pick the right Current company by hand.
• ＋A manual mapping is never overwritten by the auto-matcher on a later sync, and neither is a manual unlink.
• ＋Unmapped sites still sync — their devices are stored — but the data only appears on a company once the site is mapped to it.