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

code

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

Client Identifiers

Identifier	Type	Description	Example
`ClientID`	integer	Primary key, auto-incrementing	`100`
`Name`	string	Client display name	`Acme Corporation`
`ExternalID`	string	External system reference	`CW-12345`
`City`	string	Primary city	`Chicago`

Location Identifiers

Identifier	Type	Description	Example
`LocationID`	integer	Primary key	`1`
`Name`	string	Location name	`Main Office`
`ClientID`	integer	Parent client	`100`
`Address`	string	Street address	`123 Main St`

Field Reference

Client Fields

typescript

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

typescript

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

typescript

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

http

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

Response:

json

[
  {
    "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

http

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

Create Client

http

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:

json

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

Update Client

http

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

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

Delete Client

http

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

http

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

Response:

json

[
  {
    "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

http

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

http

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

Get Client Groups

http

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

Get Client EDFs

http

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

Response:

json

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

Update Client EDF

http

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

{
  "Value": "Gold"
}

Workflows

Client Lookup by Name

javascript

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

javascript

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: clientData.State,
        Zip: clientData.Zip
      })
    }
  );

  return {
    client: newClient,
    location: location
  };
}

Bulk Client Report

javascript

async function generateClientReport(apiClient) {
  const clients = await apiClient.request('/Clients?pageSize=500');

  const report = [];

  for (const client of clients) {
    const locations = await apiClient.request(
      `/Clients/${client.ClientID}/Locations`
    );

    report.push({
      name: client.Name,
      id: client.ClientID,
      contact: client.ContactName,
      email: client.ContactEmail,
      computers: client.ComputerCount,
      locations: locations.map(l => l.Name)
    });

    // Respect rate limits
    await sleep(100);
  }

  return report;
}

Client Health Dashboard

javascript

async function getClientHealth(apiClient, clientId) {
  const client = await apiClient.request(`/Clients/${clientId}`);
  const computers = await apiClient.request(
    `/Clients/${clientId}/Computers?pageSize=500`
  );

  const online = computers.filter(c => c.Status === 'Online').length;
  const offline = computers.filter(c => c.Status === 'Offline').length;

  return {
    client: client.Name,
    totalComputers: computers.length,
    online,
    offline,
    healthPercentage: Math.round((online / computers.length) * 100),
    offlineComputers: computers
      .filter(c => c.Status === 'Offline')
      .map(c => ({
        name: c.Name,
        lastContact: c.LastContact
      }))
  };
}

Update Client EDFs

javascript

async function updateClientEDFs(apiClient, clientId, edfUpdates) {
  const results = [];

  // Get existing EDFs
  const edfs = await apiClient.request(
    `/Clients/${clientId}/ExtraDataFields`
  );

  for (const [name, value] of Object.entries(edfUpdates)) {
    const edf = edfs.find(e => e.Name === name);

    if (edf) {
      await apiClient.request(
        `/Clients/${clientId}/ExtraDataFields/${edf.EDFID}`,
        {
          method: 'PUT',
          body: JSON.stringify({ Value: value })
        }
      );
      results.push({ name, status: 'updated', value });
    } else {
      results.push({ name, status: 'not_found' });
    }
  }

  return results;
}

Error Handling

Common Client API Errors

Error	Status	Cause	Resolution
Client not found	404	Invalid ClientID	Verify client exists
Duplicate name	400	Client name exists	Use unique name
Invalid EDF	400	EDF doesn't exist	Check EDF configuration
Permission denied	403	Insufficient rights	Check user permissions
Has computers	400	Client has assigned computers	Remove computers first

Error Response Example

json

{
  "error": {
    "code": "BadRequest",
    "message": "Cannot delete client with assigned computers"
  }
}

Safe Client Deletion

javascript

async function safeDeleteClient(apiClient, clientId, options = {}) {
  const { force = false, moveComputersTo = null } = options;

  // Check for computers
  const computers = await apiClient.request(
    `/Clients/${clientId}/Computers`
  );

  if (computers.length > 0) {
    if (!force && !moveComputersTo) {
      return {
        success: false,
        error: `Client has ${computers.length} computer(s)`,
        computers: computers.map(c => c.Name)
      };
    }

    if (moveComputersTo) {
      // Move computers to another client
      for (const computer of computers) {
        await apiClient.request(`/Computers/${computer.ComputerID}`, {
          method: 'PATCH',
          body: JSON.stringify({
            ClientID: moveComputersTo.clientId,
            LocationID: moveComputersTo.locationId
          })
        });
        await sleep(100);
      }
    }
  }

  // Delete the client
  await apiClient.request(`/Clients/${clientId}`, {
    method: 'DELETE'
  });

  return { success: true };
}

Best Practices

•Use ExternalID for integrations - Link to PSA/CRM systems
•Standardize naming conventions - Consistent client names
•Create locations for each site - Better organization
•Use EDFs for business data - Contract type, SLA level, etc.
•Maintain contact information - Keep primary contacts updated
•Group by client type - MSP vs internal, etc.
•Regular client audits - Review inactive clients
•Document client-specific settings - Notes in Comment field
•Use groups for policies - Apply settings at group level
•Plan location structure - Consider VPN, network segments

Client Onboarding Workflow

javascript

async function onboardNewClient(apiClient, clientInfo) {
  const results = {
    steps: [],
    success: true
  };

  try {
    // Step 1: Create client
    const client = await apiClient.request('/Clients', {
      method: 'POST',
      body: JSON.stringify({
        Name: clientInfo.name,
        Address1: clientInfo.address,
        City: clientInfo.city,
        State: clientInfo.state,
        Zip: clientInfo.zip,
        Phone: clientInfo.phone,
        ContactName: clientInfo.contactName,
        ContactEmail: clientInfo.contactEmail,
        ExternalID: clientInfo.externalId
      })
    });
    results.steps.push({ step: 'Create Client', status: 'success', id: client.ClientID });

    // Step 2: Create primary location
    const location = await apiClient.request(
      `/Clients/${client.ClientID}/Locations`,
      {
        method: 'POST',
        body: JSON.stringify({
          Name: 'Main Office',
          Address1: clientInfo.address,
          City: clientInfo.city,
          State: clientInfo.state,
          Zip: clientInfo.zip
        })
      }
    );
    results.steps.push({ step: 'Create Location', status: 'success', id: location.LocationID });

    // Step 3: Set EDFs
    if (clientInfo.edfs) {
      await updateClientEDFs(apiClient, client.ClientID, clientInfo.edfs);
      results.steps.push({ step: 'Set EDFs', status: 'success' });
    }

    // Step 4: Add to groups (if specified)
    if (clientInfo.groups) {
      for (const groupId of clientInfo.groups) {
        await apiClient.request(`/Groups/${groupId}/Clients`, {
          method: 'POST',
          body: JSON.stringify({ ClientID: client.ClientID })
        });
      }
      results.steps.push({ step: 'Add to Groups', status: 'success' });
    }

    results.clientId = client.ClientID;
    results.locationId = location.LocationID;

  } catch (error) {
    results.success = false;
    results.error = error.message;
  }

  return results;
}

Related Skills

•ConnectWise Automate Computers - Computers within clients
•ConnectWise Automate Scripts - Client-scoped scripts
•ConnectWise Automate Monitors - Client monitoring
•ConnectWise Automate Alerts - Client alerts
•ConnectWise Automate API Patterns - Authentication and pagination