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      Mimecast

      Overview and Configuration Guide: Integrating Mimecast with Gradient

      Overview

      Note:

      Mimecast bills partners based on the users in the agreement, not usage. Each month, partners must Sync Up to the actual licensed 365 users by reconciling with Mimecast and submitting a change order. Once processed, the updated user count will reflect in the API.

      How to Configure Mimecast

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

      1. Generate API Keys
      2. Connect Mimecast
      3. Map Accounts and Services

      Requirements

       

      The following are required for authenticating and connecting with the Mimecast integration in Reconcile:

      Pre-requisite: 

      Please email the Mimecast team at  API_Early_Access_Hub@mimecast.com to get access to the Partner API. Upon approval, you'll be granted access to Mimecast's Partner API capabilities feature.

      • Client ID

      • Client Secret

      • API URL: https://api.services.mimecast.com

      How to generate API Keys from Mimecast 

      • Login to the Mimecast Admin Console.
      • Navigate to API Gateway under Multi Account Controls Section
      • Click Create API Credentials.
      • Accept Terms and Conditions and fill in API credentials details.
      • Click Save & Generate Keys.

      Connect Mimecast

       

      1. Login to Gradient.
      2. Navigate to the Integrations tab.
      3. Select the Mimecast integration and click Connect.
      4. Enter the API connectivity 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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