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      Mesh

      A step-by-step guide to getting started with the Mesh billing Integration


      Note that discrepancies may occur between the license counts displayed in Mesh Security and those reported in Reconcile. While Mesh Security displays the latest license count from the last billing cycle (start of the month), Mesh Security pushes snapshot usage data directly into Reconcile. As a result, there may be differences in the reported license counts.

      This is an External Integration, for support with the integration, contact Mesh here: 

      How to Configure Mesh

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

      1. Connect Mesh
      2. Map Accounts and Services
      3. Update Sync

      Connect Mesh

       

      1. Select the Mesh Integration card, and click Connect.
      2. Choose what you want to integrate (Billing, &/or Alerts), and press Continue. 
      3. 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.
      4. Click OPEN VENDOR PORTAL
      5. This will open a new tab on the Mesh site; choose your correct portal
      6. Login to Mesh and navigate to Settings > Gradient and paste in your API Key. Press Submit, then press Gradient Sync.
      7. Return to Gradient, refresh the page and press the Next button to map your accounts and services. 

      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!

      Update Sync

       

      Return to Mesh and press Gradient Sync.  This will import your usage for use right away.

      Now Reconcile!

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