A step-by-step guide to getting started with the Mailprotector Integration.
This is an External Integration, for support with the integration, contact Mailprotector here
If you receive Mailprotector through Virtual Administrator, you cannot utilize the integration at this time.
How to Configure Mailprotector
To configure and connect the Mailprotector integration, please select from the following:
Connect the Integration
Select the Mailprotector integration card, and click Connect.
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.
Click Open Portal and Login to the Mailprotector Console.
Select the Integrations tab in the top navigation and scroll to locate Gradient MSP.
Paste your Gradient API Key from the previous steps and click Enable.
Select all the accounts you want to sync to Gradient and click Link Selected Customers.
You will see a list of Service assignments on this page. Please disregard these, as you will be able to map services inside Gradient.
Return to Gradient.
If you are connecting Alerts, click Check Permissions and select your PSA Board.
Press Next to complete the account and service mapping.
Map Accounts and Services
Note: If you need further details on account and service mapping, click here.
-
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.
-
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".
-
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!
Start the Sync
Return to Mailprotector and click Update Counts
Migrating to Mailprotector Billing and Alerts Integration
- Within Mailprotector, navigate to the Integrations tab and click the button to Migrate to Alerts.
- Select all the Customers you want to send to Gradient and click Link Selected Customers.
- Navigate to Gradient, click on Integrations, and Configure the Mailprotector integration.
- Click Update Account Mapping. Map your accounts by dragging the card from Gradient on the left to Mailprotector on the right. When complete, press Back To Overview.
- Navigate back to Mailprotector and click Update Counts.
Troubleshooting
New Customers not displaying in Gradient to reconcile
If you add new customers to Mailprotector, you will need to map them in Mailprotector for them to start syncing. When you have a new customer, the steps below are all you need to do to add them!
- Customers must be assigned to the integration. Click on the Customers page at the top navigation in the Mailprotector Console.
- Select a customer and click on Integrations from the customer level Overview page.
- Use the text field to search and select the corresponding customer in Gradient.
- Return to the Integrations page and push update counts.
- Return to Gradient and push a fresh sync on the Mailprotector integration
- Your accounts will appear.