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      Mailprotector

      A step-by-step guide to getting started with the Mailprotector Integration.

       

      billingalerts

      Products Integrated:  CloudFilter, CloudMail, SafeSend, XtraMail, SecureStore, ContinuityBundle, BracketBundle, Bracket
       
      View the Mailprotector Vendor information page  
       

      If you receive Mailprotector through Virtual Administrator, you cannot utilize the integration at this time.

      Connecting the Mailprotector Integration

      1. Connect the integration
      2. Map Accounts and Services
      3. Start the Sync
      4. Reconcile

      Disconnecting the Mailprotector Integration

      1. Disconnect the Integration

      Migrating to Mailprotector Billing and Alerts Integration

      1. Migration Steps

      Step 1: Connect the Integration

      1. Login to Synthesize and navigate to the Integrations tab.
      2. Select the Mailprotector integration card, and click Connect.
      3. Choose what you want to integrate, and select Continue.  
      4. Copy the Gradient API Key. Note that each integration is assigned a unique API Key. Save this key in a secure location. It will only be available once.
      5. Click Open Portal.
      6. Login to the Mailprotector Console.
      7. Select the Integrations tab in the top navigation and scroll to locate Gradient MSP.
      8. Paste your Gradient API Key from the previous steps and click Enable.
      9. Select all the accounts you want to sync to Synthesize and click Link Selected Customers. 
        • You will see a list of Service assignments on this page. Disregard these, as you will map services inside Synthesize.
      10. Return to Gradient.
      11. If you are connecting Alerts, click Check Permissions and select your PSA Board.
      12. Press Next to complete the account and service mapping. 
        HubSpot Video

      Step 2: Map Accounts and Services

      1. Map your accounts by dragging the card from Synthesize on the left to Mailprotector on the right. When complete, press Next. 
        1. We have auto-mapped any that are exact matches. The remaining can be searched by pressing the filter button or typing in the Synthesize search bar. 
      2. Map your services by dragging the card from Synthesize on the left to Mailprotector on the right. When complete, press Next. 
        1. Services can be searched by pressing the filter button or typing in the Synthesize search bar. 
      3. Review and Press Finish
        HubSpot Video

      Step 3: Start the Sync

      1. Return to Mailprotector and click Update Counts
        HubSpot Video

      Step 4: Reconcile

      1. Return to Synthesize, Refresh your page, and Reconile!
        HubSpot Video

      Disconnecting the Integration

      1. Login to Synthesize and navigate to the Integrations tab.
      2. Filter to Connected Integrations
      3. Select the Mailprotector Integration card, and click Configure. 
      4. Press Disconnect and Confirm.

      Disconnecting this integration will remove the authentication settings and all account and service mapping. You can reconnect this integration, but you will need to remap your account and services.

      Migrating to Mailprotector Billing and Alerts Integration

      1. Within Mailprotector, navigate to the Integrations tab and click the button to Migrate to Alerts
      2. Select all the Customers you want to send to Synthesize and click Link Selected Customers.
      3. Navigate to Synthesize and click on Integrations, and Configure the Mailprotector integration.
      4. Click Update Account Mapping. Map your accounts by dragging the card from Synthesize on the left to Mailprotector on the right. When complete, press Back To Overview.
      5. Navigate back to Mailprotector and click Update Counts.