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      Phin Security

      Overview and Configuration Guide: Integrating Phin Security with Gradient

      Overview

      This integration allows partners to synchronize billable license counts from their Phin Security customer accounts.

      Note: The Phin Security API updates license counts on the 1st of each month. Any changes made during the current month will reflect in the following month's report.

      How to Connect with Phin Security

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

      1. How to Generate API Keys
      2. Connect to Phin Security
      3. Map Accounts and Services

      Requirements

      To connect with the Phin Security integration in Reconcile, you’ll need:

      • Partner ID

      • Client ID

      • Client Secret

      • API URL: https://api.phinsec.io

      How to Generate API Keys

      1. Login to your Phin Security Management Console.
      2. From the side navigation, select Integrations > Connect Phin API.
      3. Click Generate to create a Client ID and Secret.

      If you are already using this API and do not have the secret recorded somewhere, you will need to regenerate the key and update it in any relevant places. 

      Connect Phin Security

      1. Login to Gradient.
      2. Navigate to the Integrations tab.
      3. Select the Phin Security integration and click Connect.
      4. Enter the API credentials 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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