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      Coro

      A step-by-step guide to getting started with the Coro Integration with Gradient MSP

      Products Integrated: Cloud Security | Email Security | Endpoint Security | EDR

      View the Coro Documentation here

      How to Connect Comet Backup

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

      1. Connect the Integration
      2. Map Accounts and Services
      3. Helpful Hints

      Connect the Integration

      1. Login to Reconcile and navigate to the Integrations tab.
      2. Select the Coro Integration card, and click Connect.
      3. Choose what you want to integrate, and select Continue.

      4. Generate and copy the Gradient API Token:

        • Each integration is assigned a unique API token.
        • Save this key in a secure location—it will only be available once.
      5. Click Open Vendor Portal to go directly to Coro in a new tab to set up the connector.
      6. Click Control Panel from the toolbar > under Workspace > select Connectors.
        The Connectors page will appear; then select PSA.
      7. Click the Connect Via Gradient button, paste the API token, and click ADD.
      8. Click Control Panel from the toolbar > Under Workspace > select Connectors:
      9. The connector will now show as connected. 
      10. Return to Reconcile and click Next on the integration setup page to proceed with mapping.

      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!

      Helpful Hints

      • The UNITS value displayed in the service represents either the number of protected users or devices, depending on how the service is configured in the PSA system.
      • Data synchronization occurs once a day. Coro syncs billing usage for all enabled modules, and MSP administrators will receive an email when the synchronization is complete, prompting them to log in.

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