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      Building a Billing module integration with the Synthesize API.

      An overview of the steps and time involved in building a Billing module integration with Gradient MSP and the Synthesize API.

      Welcome to the Gradient Synthesize API

      This information, along with in-depth guides, the full calls, troubleshooting etc., can be reached over on our Synthesize API Documentation.

      Times may vary based on time available, UX requirements, etc. 

      Below is an estimated timeline for the build. 

       

      Week 1 | Week 2 | Weeks 3-4 | Week 5 | Week 6

       

       

      Week 1: Establish (2-day wait + Est 4 hours work)

      An integration Kick-off ticket with vendor support is initialized on your behalf once you have completed the vendor agreements. The Support team will respond with a Vendor API key and a Partner API key. Est 2-day timeframe.

      • When you receive the keys, you will be prompted to book a Kick-Off Meeting. This is to review the API documentation, address questions, establish key contacts, open a joint Slack channel and confirm timelines. (1hr)
      • Begin establishing the API connections (Est 3hr)

       

      Week 2: Connecting the Billing Module (Est 6 hours)

      • Connect to the seeded account (Est 4 hr)

      Set the integration status to pending using the Update the Integration Status API Call

      Using your seeded account, perform the Get Clients API to see the list of clients we created for your seeded account

      Once you have clients, perform the Create an Account API Call to create accounts.  

      • Connect the integration and map services (Est 1 hr)
      • Navigate to the Synthesize integrations page and select your card
      • Check the Connection and confirm it is successful
      • Map your accounts to the seed data
      • Map your Services created to the seed data
      • Now that the accounts and services have been mapped, you can perform the Set Unit Count API Call to import billing usage for the appropriate service and account – (Est 1 hour)
      • The last step here is to set the integration status to active using the Update the Integration Status API Call

       

      Week 3-4: Building the integration setup via your environment.

      • Build (or update) an integration page to create the GRADIENT-TOKEN and authenticate the integration using their Partner API Key.
        • This page should contain a disable option and a sync now option.
          1. The automatic sync needs to run either daily or weekly
        • When the partner integration has authenticated, set the status to Pending. Update the integration Status
        • Once the integration has been authenticated, pull a list of clients for the MSP and send us the list through the Create an Account API Call.
        • When a sync has been initiated, perform the Set Unit Count API Call for all Accounts and Services
        • Once you’ve performed the set unit count API call, update the integration status to active. Update the integration Status

       

      Week 5: Prepare for the release

      • Attend the launch review call to ensure all teams are aligned with progress.
        • Ensuring the development build is complete
        • UX is completed
        • Marketing has required materials for both teams
        • Launch day events confirmed
      • Build supporting knowledge base documentation

       

      Week 6: Launch!

               

      • Welcome to the Synthesize Ecosystem.