Nodeware

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

How to Connect with Nodeware

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

1. Connect the Integration
2. Map Accounts and Services

1. Locate and select the Nodeware integration card, then click Connect.
2. Generate and Copy the Gradient API Token. Each integration is assigned a unique Gradient API Token. Make sure to save this key in a secure location as it will only be shown once.
3. Click Open Vendor Portal. This will open a new tab with the Nodeware platform.
4. Login to Nodeware.
5. In the bottom left corner, click your name and select Account.
6. Click Gradient MSP.
7. Paste your Gradient API Key and click Connect to API.
8. Once authenticated, you will see your Nodeware customers listed on the left. Select the appropriate Reconcile customer on the right to map them.
   
   
9. Navigate back to Reconcile, select Check Connection, then click Next to proceed to the service mapping step.

Map Accounts and Services

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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