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      FortMesa

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

      Overview

      FortMesa helps MSPs and IT service providers take control of their clients' cybersecurity roadmap, reduce risk, and ensure continuous compliance. The platform guides customers in making informed cybersecurity investment decisions, maximizing risk reduction for every dollar spent and hour of labor invested.

      Products Integrated: Riskchain VM, Continurisk GRC 

      If you have questions or need support with this integration, you can reach out via the FortMesa Support Portal.

      How to Connect FortMesa

      To connect and configure the FortMesa integration, please click to navigate to the following:

      1. Connect the Integration
      2. Map Accounts and Services

      Connect the Integration

      1. Login to Reconcile and navigate to the Integrations tab.
      2. Select the FortMesa Integration card, and click Connect.
      3. Choose what you want to integrate, and select Continue.

      4. Generate and copy the Gradient API Token:

        • Each integration is assigned a unique API token.
        • Save this key in a secure location—it will only be available once.
      1. Select Open Vendor Portal. This will open a new tab on the FortMesa page.
      2. Login to FortMesa and navigate to App Store > App Catalogue 
      3. Select Gradient MSP and Add Integration.
      4. Paste your Gradient API token and ensure all three options are selected.  forst_mesa_integration_page
      5. Select Apply and Save.
      6. Return to the FortMesa integration page in Reconcile and click Check Connection.
      7. Select the PSA Board to map Alerts.
        gradient_psa_board_mapping
      8. Select Next to proceed with mapping.
      9. After mapping, return to Fort Mesa, go to the App Store > Installed Apps, select the Gradient MSP card, and press Save to start the sync.

      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 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.
              • 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".

            3. 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!

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