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Cyrisma

Overview and Configuration Guide: Integrating Cyrisma with Gradient

This integration allows partners to sync endpoint counts from their Cyrisma customer accounts

How to Connect with Cyrisma

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

  1. How to Generate API Keys
  2. Connect to Cyrisma
  3. Map Accounts and Services

Requirements

To connect with the Cyrisma integration in Reconcile, you’ll need:

  • API Key

  • API Key Secret

How to Generate API Keys

  1. Log in to your Cyrisma Console.
  2. Click the chat icon in the bottom-right corner.
  3. Contact Cyrisma Support via live chat or by submitting a support ticket to request API access.
  4. Cyrisma Support will provide your initial credentials:
    • API Key (Username)
    • API Secret (Password)
  5. Store these credentials securely.

Connect Cyrisma

  1. Login to Gradient.
  2. Navigate to the Integrations tab.
  3. Select the Cyrisma integration and click Connect.
  4. Enter the API Key and API Key Secret retrieved from the previous steps.
  5. Click Authenticate.
  6. Once successfully authenticated, accounts and services will be generated, and the integration will be updated to a pending status. You can 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 that at least one account and one service mapping are 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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