A step-by-step guide to getting started with the Datto BCDR integration
Products Integrated: Datto Cloud Continuity Agents | Datto BDR Devices | Offsite Storage (MB)
How to Connect Datto BCDR
Requirements:
The following are required for authenticating with the Datto BCDR integration in Reconcile:
-
Public Key
-
Private Key
Generate Vendor API Keys
- Log into your Datto Partner portal
- Go to Admin > Integrations
- Under the API Keys tab, select the button to Create New API Key
- Select Create API Key to generate your public and private API credentials.
Connect the Integration
- Login to Reconcile and navigate to the Integrations tab.
- Select the Datto BCDR integration and click Connect.
- Enter the Public and Private Key generated in the previous steps.
- Click Authenticate.
- 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.
-
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.
-
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".
-
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!
Note: While multiple options may appear, most MSPs typically use only one service count type.
- Per Device: Pulls the count of devices associated with a client.
- Per Agent: Pulls the total count of agents associated with all devices for a client.
- Offsite Storage: Pulls the total offsite storage for a client, measured in MB.