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      CompTIA ISAO

      A step-by-step guide to getting started with the CompTIA ISAO Alerts Integration

       

      Products Integrated: CompTIA Threat Report

      View the CompTIA ISAO Vendor information page

      For support with this integration, you can contact CompTIA ISAO support here.

      How to Connect CompTIA ISAO Alerts

      To configure and connect the CompTIA ISAO integration, please select from the following:

      1. Connect the Integration
      2. Map Accounts and Services

      Connect the Integration

      1. Login to Reconcile and navigate to the Integrations tab.
      2. Select the CompTIA ISAO Integration card, and click Connect.

      3. Copy the Gradient API Key:

        • Each integration is assigned a unique API Key.
        • Save this key in a secure location—it will only be available once.
      4. Click Open Vendor Portal to open a new tab for the CompTIA ISAO site.
      5. Log in to your account, then go to your Profile > Settings, and choose the Gradient option.
        comp_tia_portal
      6. Paste in the Gradient API Token and Submit.
        comp_tia_gradient_setup
      7. Navigate back to Reconcile and refresh the page. After doing so, click on the Check Permissions button. From the dropdown menu, select your PSA Board and then click Next to proceed. 

      Map Accounts and Services

      Note: If you need further details on account and service mapping, click here.

      Information may take up to 24 hours to be sent automatically after setup is complete.

      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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