Integration Overview

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ImmyBot’s power is multiplied when connected to your existing tools and systems. This guide helps you understand the available integrations, their benefits, and how to choose the right ones for your environment.

Types of Integrations

ImmyBot offers several types of integrations, each serving different purposes:

RMM Integrations

Remote Monitoring and Management (RMM) integrations allow ImmyBot to discover computers and gather information about them. These integrations:

  • Import computers from your RMM tool without running an onboarding session
  • Map customers between systems
  • Enable remote control through your RMM
  • Provide additional computer information
graph LR A[RMM Tool] –>|Computers| B[ImmyBot] A –>|Customer Data| B B –>|Remote Control| A A –>|System Info| B

PSA Integrations

Professional Services Automation (PSA) integrations connect ImmyBot to your business management platform. These integrations:

  • Synchronize customer information
  • Enable ticket creation from ImmyBot
  • Provide technician tools within tickets
  • Track time spent on maintenance

Available Integrations

ImmyBot currently supports the following integrations:

Integration Type Key Features
ConnectWise Automate RMM Computer discovery, remote control
ConnectWise ScreenConnect RMM Remote control, session recording
N-Central RMM Computer discovery, customer mapping
NinjaRMM RMM Computer discovery, customer mapping
ConnectSecure Security Customer mapping, agent installation
ConnectWise Manage PSA Customer sync, ticket integration
HaloPSA PSA Customer sync, ticket integration
Azure Identity User/group import, authentication

Choosing the Right Integrations

When selecting integrations for your ImmyBot environment, consider:

  1. Current Tools: Start with integrations for tools you already use
  2. Primary Needs: Prioritize based on your most important requirements
  3. Integration Depth: Some integrations offer more features than others
  4. Maintenance Overhead: Each integration requires some maintenance

Decision Guide

Use this flowchart to help decide which integrations to implement first:

graph TD A[Start] –> B{Using an RMM?} B –>|Yes| C[Implement RMM Integration First] B –>|No| D{Using a PSA?} D –>|Yes| E[Implement PSA Integration First] D –>|No| F{Using Azure AD?} F –>|Yes| G[Implement Azure Integration First] F –>|No| H[Start with Manual Setup] C –> I{Using a PSA?} I –>|Yes| J[Add PSA Integration Next] I –>|No| K{Using Azure AD?} J –> K K –>|Yes| L[Add Azure Integration Next] K –>|No| M[Complete Basic Setup] L –> M G –> N{Using an RMM?} N –>|Yes| O[Add RMM Integration Next] N –>|No| P{Using a PSA?} O –> P P –>|Yes| Q[Add PSA Integration Next] P –>|No| R[Complete Basic Setup] Q –> R H –> S[Consider Cloud Integration] M –> S R –> S

Integration Setup Process

Most integrations follow a similar setup process:

  1. Gather Prerequisites: Collect API keys, credentials, and endpoints
  2. Configure ImmyBot: Add integration details in ImmyBot settings
  3. Test Connection: Verify that systems can communicate
  4. Map Entities: Connect customers, users, and computers between systems
  5. Configure Options: Set up integration-specific options
  6. Test Functionality: Verify that all features work as expected

Next Steps

Ready to set up your integrations? Choose from the following guides:

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