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      Afi.ai

      Overview and Configuration Guide: Integrating Afi Backup with Gradient

      Overview

      The Afi.ai integration allows partners to synchronize resource and storage usage from customer accounts.

      Note:

      • Resource: represents "buckets" or "users" and includes a default storage quota per user.
      • Storage: additional storage beyond the allocated "resource" quota. It can be synchronized using your preferred unit of measurement (e.g., MB, GB, TB).

      How to Connect with Afi.ai

      To configure and connect the Afi.ai integration, please select from the following:

      1. How to Generate API Keys
      2. Connect to Afi.ai
      3. Map Accounts and Services

        Requirements

         

        To connect with the SaaS Alerts integration in Reconcile, you’ll need:

        • API Key
        • API URL: https://us-central1-the-byway-248217.cloudfunctions.net
        • Org ID: Navigate to the main dashboard and copy the organization ID from the browser URL.

        How to Generate API Keys

        1. Log in to Afi Backup and go to Service > Settings > Apps.
        2. Click Create App and enter:
          • Name: A unique app name (e.g., Gradient MSP).
          • Public/Private: Select Private (only the owner tenant can install).
          • Roles: Set to Read access.
        3. The app will appear in Available Apps and be ready for installation.
        4. After creating the app, click Edit next to the app and go to the Keys section.
        5. Click Generate key.

        Note: Install the app to grant access to your organization/tenant. Once installed, it will appear under Installed Apps.

        Connect Afi.ai

         

        1. Login to Gradient.
        2. Navigate to the Integrations tab.
        3. Select the Afi.ai integration and click Connect.
        4. Enter the API Key, API URL, and Org ID retrieved from the previous steps.
        5. Click Authenticate.
        6. Once successfully authenticated, accounts and services will be generated, and the integration will be updated to a 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

          • When setting up the integration for the first time, accounts are automatically matched if there's an exact 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.
          • Align services or products from your PSA, displayed on the left, with the corresponding vendor services or SKUs on the right. For ConnectWise PSA users, 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 service configurations and click "Finish" to complete the setup.
          • This will initiate 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 usage data populated.
          • Use the filter or sort options to jump to the connected services and start reviewing and approving usage!

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