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      Addigy

      A step-by-step guide to getting started with the Addigy Integration.

      Overview

      The Addigy integration synchronizes "Total Devices" by policy ID from your Addigy account using Addigy API v1.

      How to Configure Addigy

      To configure and connect the Addigy integration, please select from the following:

      1. Policy Management
      2. Generate Addigy API Keys
      3. Connect Addigy
      4. Map Accounts and Services

      Policy Management

      Note: Accounts created in Reconcile are based on the Policy Name as shown in your Addigy account, with total device counts added to the parent policy. Policies use a hierarchy structure, allowing you to organize your policies in multiple ways:

      • Option 1: Top-level policy per client (e.g., Client 4 with its child policies representing departments, locations, etc.)
      • Option 2: Each client as a child level (e.g., clients such as A1A Carwash, Client 2, Client 3, etc., as child policies)

      This structure allows you to use inheritance, meaning you can deploy from the top level down and ultimately sync total device counts to the parent/client policy mapped in Gradient. For more information, please visit: Understanding the Policy Hierarchy.

      Authentication Details

       

      Requirements

      The following are required for connecting with the Addigy integration in Reconcile:

      • Client ID

      • Client Secret

      • API URL (https://prod.addigy.com/api)

      How to Generate API Keys from Addigy

      1. Login to Addigy.
      2. Navigate to the Account > Integrations page from the left column menu.
      3. Click the V1 button and select New API Token.
      4. A window will appear asking you to name the integration.
      5. Give the new API integration a name and click Save.
      6. A window with the Client ID and Client Secret will appear.
      7. The newly created API integration will be shown on the Account > Integrations page. For more information, please visit: Generating Addigy API V1 Key and Secret.

      Connect Addigy

       

      1. Login to Gradient.
      2. Navigate to the Integrations tab.
      3. Select the Addigy integration and click Connect.
      4. Enter the API Key generated from the previous steps.
      5. Click Authenticate.
      6. Once successfully authenticated, accounts and services will be synced, and the integration will update to pending status. You can click the status refresh button or simply refresh your browser if you are unable to proceed to the next step.

      Map Accounts and Services

      Note: If you need further details on account and service mapping, click here.

      1. Map Accounts and Services

        Note: If you need further details on account and service mapping, click here.

        1. Map Accounts and Services

          • When setting up the integration for the first time, accounts are automatically matched if there's an exact name match between your vendor and PSA.
          • For accounts not automatically matched:
            • Use the filter button beside the account names on the right, or
            • Use the search bar on the left to find PSA accounts.
          • Drag and drop the PSA accounts from the left to match them with vendor accounts on the right.

        2. Proceed to Service Mapping

          • Once accounts are mapped, click "Next" to access the Service Mapping step.
          • Match services or products from your PSA, displayed on the left, with the corresponding vendor services or SKUs on the right. For ConnectWise PSA users, you can also search by Product ID.
          • Ensure at least one account and one service mapping is completed to finish the configuration.
          • After mapping the services, click "Next".

        3. Finalize Configuration

          • Review your mappings and click "Finish" to complete the setup.
          • This will start a sync. The "Sync Status" indicator at the top-right will start spinning, showing that a sync is in progress.
          • Once the sync is complete, the "Refresh" button will light up pink, indicating the sync is complete. Click that button to see the vendor data filled out.
          • Use the filter or sort options to jump to the connected services and start reviewing and reconciling!

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