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      Datto RMM

      A step-by-step guide to getting started with the Datto RMM Integration with Gradient MSP.

      Products Integrated: All Devices | All Online Devices | Total Devices (Desktops, Laptops, Servers) | Desktops | Laptops | Servers

      How to Configure Datto RMM

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

      1. Generate API Keys from Datto RMM
      2. Connect the integration
      3. Map Accounts and Services

      Requirements

       

      The following are required for authenticating and connecting with the Datto RMM integration in Reconcile:

      • Client ID

      • Client Secret

      • API URL: will be your environment with API. For Example https://concord-api.centrastage.net

      1. Generate Datto RMM API Keys - Expand the Activate the API section in Datto RMM for detailed instructions.
      2. Once the API keys are generated, copy them securely for use in Reconcile.

      Connect Datto RMM

       

      1. Login to Gradient.
      2. Navigate to the Integrations tab.
      3. Select the Datto RMM and click Connect.
      4. Enter the API keys 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 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!

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