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      Cork Inc.

      A step-by-step guide to getting started with the Cork Inc. Integration with Gradient MSP.

      Overview

      The Cork Inc. integration enables partners to sync real-time device counts from their clients, supporting two distinct billing models through various services:

      Total Devices (Generic): Sync total number of devices, only for clients without a warranty.

      Total Devices (Warranty-Based): Sync total number of devices only for clients with active warranties. Services are created using Warranty package names as the identifier, which will make it easier to maintain one-to-one service mappings. 

      How to Configure Cork

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

      Create API Keys in Cork

      The following are required for authenticating and connecting with Cork integration in Reconcile:

      • API KEY

      Generate API Keys

      1. Log in to your Cork Portal.

      2. Navigate to Admin > API Keys.

      3. Click Add API Key.

      4. Enter Gradient or a similar name that will describe what the API key is for into the Display Name field.

      5. Leave the value in the Expiry Days drop-down selector at 180 days.

      Connect Cork

      1. Navigate to the Integrations tab.
      2. Select the Cork Inc. integration and click Connect.
      3. Enter the API KEY from Cork in the previous steps.
      4. Click Authenticate.
      5. Once successfully authenticated, accounts and services will be generated, and the integration will be updated to a pending status. 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.

      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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