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      Cisco Secure MSP Center (Beta)

      Steps to connect your Cisco Secure MSP Center with Gradient MSP

      Overview 

      The Cisco Secure MSP Center integration synchronizes your counts from Cisco Secure with Gradient MSP to streamline your reconciliation process. 

      This is an External Integration, for support with the integration, contact Cisco here.

      How to Connect Cisco Secure MSP Center

      To configure and connect the Cisco Secure MSP Center integration, please select from the following:

      1. Connect the Integration
      2. Map Accounts and Services

      Connect Cisco Secure MSP Center 

      1. Initiate Setup in Cisco Secure MSP Center

        • Go to Integrations > MSP Ecosystem platforms.
        • Under Gradient, click Start integration.
        • Select Go to Gradient and confirm. You will be redirected to Gradient.

      2. Connect the Integration in Gradient

        • In Gradient, go to the Integrations tab.
        • Find Cisco Secure MSP Center integration card, hover over Ready to Connect, and select Connect.
        • Generate and copy your API Token.

      3. Complete Setup in Cisco Secure MSP Center

        • Return to the MSP Hub and paste the token into the Gradient partner token field.
        • Click Next.
        • Review and accept the Integration Agreement to proceed.

      4. Map Accounts and Services in Gradient

        • Go back to Gradient MSP to map your accounts and services.

      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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