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      CyberHoot

      A step-by-step guide to getting started with the CyberHoot Integration with Gradient Reconcile.

       

      Products Integrated: CyberHoot Training

      View the CyberHoot Vendor information page

      For support with this integration, you can contact CyberHoot here.

      How to Connect CyberHoot

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

      1. Connect the Integration
      2. Map Accounts and Services
      3. Start the Sync

      Connect the Integration

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

      4. 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.
      5. Click Open Vendor Portal and enter your email address to receive a login link.
      6. Log in to CyberHoot: Navigate to Admin > Integrations and select Gradient MSP from the list of integrations.
      7. Review the page and click Get Started
      8. Paste your API Key and click Connect to Gradient MSP.
      9. Click Sync Now
      10. Return to Gradient and click Next to complete service and account 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!

      Start the Sync

      1. Return to CyberHoot and press Sync Now.

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