Addigy

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

billing

Products Integrated:  Total Devices by Policy ID


Connecting the Addigy Integration
 

  1. Generate Vendor API Keys 
  2. Connect the integration. 
  3. Map Accounts and Services  
  4. Reconcile  

Disconnecting the Addigy Integration 

  1. Disconnect the Integration 

 

Step1: Generate Vendor API Key

  1. The Addigy Integration requires a Client ID, API URL, and Client Secret for authentication. 
  2. Generate your API Key and Secret - Be sure to have V1 selected.
  3. The API URL is https://prod.addigy.com/api

 

Step 2: Connect the Integration 


  1. Login to Synthesize and navigate to the Integrations tab. 
  2. Select the Addigy Integration card and click Connect. 
  3. Choose what module you wish to connect to, and press continue. 
  4. Enter your vendor details from Step 1 and press authenticate. 
  5. Press Next to complete the service and account mapping. 

When mapping, you will see on the accounts page that it will list items out by Policy ID, not the account name.  Typically the Policy ID will include the account name. This is a limitation of the V1 API that this is using.   V2 is on the roadmap. 

Step 3: Map Accounts and Services 

  1. Map your accounts by dragging the card from Synthesize on the left to Addigy on the right. When complete, press Next.   
    1. We have auto-mapped any that are exact matches. The remaining can be searched by pressing the filter button or typing in the Synthesize search bar.  
  2. Map your services by dragging the card from Synthesize on the left to Addigy on the right. When complete, press Next.   
    1. Services can be searched by pressing the filter button or typing in the Synthesize search bar.  
  3. Review and Press Finish 

See tips and tricks for mapping in the tool: How to map within Synthesize

A pop-up will inform you that the setup is complete and that the syncing of usage can take a few seconds to several minutes.  


 

Step 4: Reconcile 

  1. You are now ready to start reconciling.   
  2. To view only that vendor’s results, you can select the filter option and choose the vendor to display the imported values and reconcile.  

 

Disconnecting the Integration 

  1. Loginto Synthesize and navigate to the Integrations tab. 
  2. Filter to Connected Integrations 
  3. Select the Addigy Integration card and click Configure.  
  4. Press Disconnect and Confirm. 
  5. Navigate to the Vendor account and turn off your API keys.  

Disconnecting this integration will remove the authentication settings and all account and service mapping. You'll be able to reconnect this integration, but you'll need to remap your account and services.