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Augmentt

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

Overview

The Augmentt integration synchronizes data from your Augmentt account to streamline mapping and reconciliation with services in your PSA.

This integration supports multiple use cases:

  • Enables partners to directly reconcile Augmentt customer licensing

  • Enables partners to reconcile Microsoft subscriptions

How to Configure Augmentt

To configure and connect the Augmentt integration, please click to navigate to the following:

Create API Keys in Augmentt

Note: Augmentt API keys are not self-service. To request an API key, please contact the Augmentt Support team through their support channels.

The following are required for authenticating and connecting with Augmentt integration in Reconcile:

  • Access Key ID

  • Access Key Secret

Connect Augmentt

  1. Navigate to the Integrations tab.
  2. Select the Augmentt integration and click Connect.
  3. Enter the Access Key Id and Access Key Secret from the previous steps.
  4. Click Authenticate.
  5. Once successfully authenticated, accounts and services will be generated, and the integration will be updated to a pending status. 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 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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