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      DNSFilter

      A step-by-step guide to getting started with the DNS Filter Integration with Gradient MSP

      How to Connect with DNSFilter
      To configure and connect the DNSFilter integration, please select from the following:
      1. Generate Vendor API Keys
      2. Connect DNSFilter
      3. Map Accounts and Services

      Generate Vendor API Keys

       

      1. Login to the DNSFilter dashboard and navigate to your account icon > select Account
        dns_filter_dashboard
      2. Scroll to API Keys
      3. Select + Create New API Key
        dns_filter_create_api_key
      4. Enter a key Name. This name is not editable after the key is created 
      5. Select an Expiration from the drop down menu
        dns_filter_api_key_expiration
      6. Select Create
      7. Copy the API key. This is the only time the key is available, and the Dismiss option will not function until the key is copied
      8. Select Dismiss to return to the API key dashboard

      Note: You may need to contact DNSFilter support to generate an API Token.

      Connect DNSFilter

       

      1. Login to Gradient.
      2. Navigate to the Integrations tab.
      3. Select the DNSFilter integration and click Connect.
      4. Enter the API Key details 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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