ConnectWise Automate Client Management

Overview

Clients in ConnectWise Automate represent customer organizations. Each client can have multiple locations (physical sites), and computers belong to specific locations within clients. This skill covers client CRUD operations, location management, client-level settings, and group configurations.

Key Concepts

Client Hierarchy

Client (Organization)
├── Location 1 (Physical Site)
│   ├── Computer A
│   └── Computer B
├── Location 2
│   └── Computer C
└── Client Settings
    ├── EDFs (Custom Fields)
    ├── Groups
    └── Policies

Client Identifiers

Location Identifiers

Field Reference

Client Fields

interface Client {
  // Identifiers
  ClientID: number;             // Primary key
  Name: string;                 // Display name
  ExternalID: string;           // External reference

  // Contact Information
  Address1: string;             // Street address line 1
  Address2: string;             // Street address line 2
  City: string;                 // City
  State: string;                // State/Province
  Zip: string;                  // Postal code
  Country: string;              // Country
  Phone: string;                // Primary phone
  Fax: string;                  // Fax number
  Website: string;              // Website URL

  // Primary Contact
  ContactName: string;          // Primary contact name
  ContactEmail: string;         // Primary contact email
  ContactPhone: string;         // Primary contact phone

  // Settings
  Comment: string;              // Client notes
  DefaultRouterAddress: string; // Default gateway
  DateAdded: string;            // Creation date

  // Counts
  ComputerCount: number;        // Total computers
  LocationCount: number;        // Total locations

  // Extra Data Fields
  ExtraData: {
    [key: string]: string;
  };
}

Location Fields

interface Location {
  // Identifiers
  LocationID: number;           // Primary key
  ClientID: number;             // Parent client
  Name: string;                 // Location name

  // Address
  Address1: string;
  Address2: string;
  City: string;
  State: string;
  Zip: string;
  Country: string;
  Phone: string;

  // Network
  Router: string;               // Default router IP
  NetworkProbe: number;         // Network probe computer ID

  // Settings
  Comment: string;              // Location notes
  DateAdded: string;            // Creation date

  // Counts
  ComputerCount: number;        // Computers at this location

  // Extra Data Fields
  ExtraData: {
    [key: string]: string;
  };
}

Group Fields

interface Group {
  GroupID: number;              // Primary key
  Name: string;                 // Group name
  FullPath: string;             // Full hierarchy path
  ParentID: number;             // Parent group ID
  ClientID: number;             // 0 for global groups
  Template: number;             // Template group ID
  AutoJoinScript: number;       // Auto-join script ID

  // Limits
  LimitToParent: number;        // Limit to parent group
  NetworkProbe: number;         // Network probe

  // Scripts
  Scripts: number[];            // Associated script IDs
  Monitors: number[];           // Associated monitor IDs
}

API Patterns

List All Clients

GET /cwa/api/v1/Clients?pageSize=250
Authorization: Bearer {token}

Response:

[
  {
    "ClientID": 100,
    "Name": "Acme Corporation",
    "City": "Chicago",
    "State": "IL",
    "Phone": "(312) 555-1234",
    "ContactName": "John Smith",
    "ContactEmail": "jsmith@acme.com",
    "ComputerCount": 45,
    "LocationCount": 3,
    "DateAdded": "2020-01-15T08:00:00Z"
  }
]

Get Single Client

GET /cwa/api/v1/Clients/{clientID}
Authorization: Bearer {token}

Create Client

POST /cwa/api/v1/Clients
Authorization: Bearer {token}
Content-Type: application/json

{
  "Name": "New Client Inc",
  "Address1": "456 Business Ave",
  "City": "New York",
  "State": "NY",
  "Zip": "10001",
  "Phone": "(212) 555-9876",
  "ContactName": "Jane Doe",
  "ContactEmail": "jdoe@newclient.com"
}

Response:

{
  "ClientID": 101,
  "Name": "New Client Inc",
  "City": "New York",
  "DateAdded": "2024-02-15T10:30:00Z"
}

Update Client

PATCH /cwa/api/v1/Clients/{clientID}
Authorization: Bearer {token}
Content-Type: application/json

{
  "Phone": "(212) 555-1111",
  "ContactEmail": "newcontact@newclient.com"
}

Delete Client

DELETE /cwa/api/v1/Clients/{clientID}
Authorization: Bearer {token}

Note: Deleting a client will also delete all associated locations and unassign computers.

List Client Locations

GET /cwa/api/v1/Clients/{clientID}/Locations
Authorization: Bearer {token}

Response:

[
  {
    "LocationID": 1,
    "ClientID": 100,
    "Name": "Main Office",
    "City": "Chicago",
    "State": "IL",
    "ComputerCount": 30
  },
  {
    "LocationID": 2,
    "ClientID": 100,
    "Name": "Remote Office",
    "City": "Detroit",
    "State": "MI",
    "ComputerCount": 15
  }
]

Create Location

POST /cwa/api/v1/Clients/{clientID}/Locations
Authorization: Bearer {token}
Content-Type: application/json

{
  "Name": "New Branch Office",
  "Address1": "789 Branch St",
  "City": "Detroit",
  "State": "MI",
  "Zip": "48201"
}

Get Client Computers

GET /cwa/api/v1/Clients/{clientID}/Computers?pageSize=250
Authorization: Bearer {token}

Get Client Groups

GET /cwa/api/v1/Clients/{clientID}/Groups
Authorization: Bearer {token}

Get Client EDFs

GET /cwa/api/v1/Clients/{clientID}/ExtraDataFields
Authorization: Bearer {token}

Response:

[
  {
    "EDFID": 1,
    "Name": "Contract Type",
    "Value": "Managed Services",
    "Type": "Text"
  },
  {
    "EDFID": 2,
    "Name": "SLA Level",
    "Value": "Premium",
    "Type": "Dropdown"
  }
]

Update Client EDF

PUT /cwa/api/v1/Clients/{clientID}/ExtraDataFields/{edfID}
Authorization: Bearer {token}
Content-Type: application/json

{
  "Value": "Gold"
}

Workflows

Client Lookup by Name

async function findClientByName(client, name) {
  const clients = await client.request(
    `/Clients?condition=Name contains '${name}'`
  );

  if (clients.length === 0) {
    return { found: false, suggestions: [] };
  }

  if (clients.length === 1) {
    return { found: true, client: clients[0] };
  }

  return {
    found: false,
    ambiguous: true,
    suggestions: clients.map(c => ({
      name: c.Name,
      id: c.ClientID,
      city: c.City,
      computerCount: c.ComputerCount
    }))
  };
}

Create Client with Default Location

async function createClientWithLocation(apiClient, clientData, locationName = 'Main Office') {
  // Create the client
  const newClient = await apiClient.request('/Clients', {
    method: 'POST',
    body: JSON.stringify(clientData)
  });

  // Create default location
  const location = await apiClient.request(
    `/Clients/${newClient.ClientID}/Locations`,
    {
      method: 'POST',
      body: JSON.stringify({
        Name: locationName,
        Address1: clientData.Address1,
        City: clientData.City,
        State: clien