Passportal Blog

Featured Integration: Passportal's Ocular™ + docs and ConnectWise® Automate™

[INTEGRATION | 2 MIN READ]  Today, we highlight one of Passportal’s most recent RMM integrations with ConnectWise® Automate™ that allows Passportal partners to sync their devices directly into Ocular™ + docs.


Passportal's Ocular™ + docs and ConnectWise® Automate™

The ConnectWise® integration allows Passportal partners to sync their devices directly into Ocular™ + docs. Once the device is in Ocular™ + docs, users are able to link them to other documents or credentials. This integration highlights new tools to allow users to access an up-to-date status report, or audit, of the device/s. A direct link back to the ConnectWise® Automate™ web portal is available through Ocular™ + docs.


ConnectWise® Automate™ integration features include:

  • Sync Clients from Automate
  • Sync Devices from Automate
  • Audit the Device
  • Get all software currently on the device
  • Hot link to Automate portal

ConnectWise® Automate™ Control Center Plugin

image2017-6-6_12-56-33The ConnectWise® Automate™ plug-in allows users to access passwords stored in Ocular™ + docs directly through Automate™. The Passportal will contain a list of all Folders and Passwords stored in Passportal which are linked to a particular Client. This tab is available on the following screens:

  • Client Screen
  • Location Screen
  • Computer Screen
To learn how to setup the ConnectWise® Automate™ integration in your Ocular™ + docs account, see our knowledge base article here.


Topics: MSP Wisdom Feature Release