Axcient

Overview and Configuration Guide: Integrating Axcient products with Gradient

Note: The Axcient team recommended creating three separate integrations for their products: x360Recover, x360Cloud, and x360Sync—as:

All products pull usage data from the same endpoint. If a partner has multiple Axcient products, their customer names will appear multiple times under different account IDs, as each Account ID is unique to the product, which may cause confusion with mapping.
The Axcient billing API retrieves the latest usage data on the 1st of each month. Any changes made between the start and end of the month will be reflected in the following month's update.
Each product uses a different billing metric.

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

To connect with any of the Axcient integrations in Reconcile, you’ll need:

Login to partner.axcient.com with your administrator credentials.
Once logged in, click on the Settings option in the main navigation menu.
In the Settings section, locate and click on API Keys. This will take you to the API Keys management page.
On the API Keys management page, click the Add API Key option located in the top right corner.
Fill in the necessary details and click Generate API Key to generate a new API key.

Login to Gradient.
Navigate to the Integrations tab.
Select the applicable Axcient integration and click Connect.
Enter the API Key and API URL retrieved from the previous steps.
Click Authenticate.
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.

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.
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".
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!