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      Datto BCDR

      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

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

      1. Generate Vendor API Keys
      2. Connect the Integration
      3. Map Accounts and Services

      Generate Vendor API Keys

       

      • Log into your Datto Partner portal
      • Go to Admin > Integrations

      datto_portal_integrations

      • Under the API Keys tab, select the button to Create New API Key

      datto_admin_create_api

      • Select Create API Key to generate your public and private API credentials.
      • Save these credentials in a secure location.

      Connect the Integration

       

      1. Login to Reconcile and navigate to the Integrations tab.
      2. Select the Datto BCDR integration and click Connect.
      3. Enter the Public and Private Key generated 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. 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 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!

      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.

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