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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 usage from Cisco Secure with Gradient MSP to streamline your reconciliation process. 

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

      Prerequisites

      Before you can use the Cisco Secure MSP centre integration, you must ensure you have both a Cisco Secure account and a Gradient MSP account.

      How to Connect Cisco Secure MSP Center

      To connect and configure the Connect Cisco Secure MSP Center integration, please click to navigate to 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 crd, 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 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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