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      Phin Security

      A step-by-step guide to getting started with the Phin Security Billing Integration

      View the Phin Security Information page 

      Note that Phin pushes the data to Gradient on the 1st of each month. After you set up this integration, you will not see data come through on Gradient until after the next 1st of the month.

      This is an External Integration, for support with this integration, connect with Phin Security here

      How to Configure Phin Security

      1. Connect the Integration
      2. Map Accounts and Services
      3. Wait for the 1st of the month

      Connect the Integration

       

      Login to Gradient, and navigate to the Integrations tab.

      Select the Phin Security card, and click Connect.

      Generate the Gradient API Token. Note that each integration is assigned a unique token. Save this token in a secure location. It will only be available once.

      Click Open Vendor Portal. This will open a new tab to the Phin Security Site. 

      Login to Phin Security

      In the top left corner, click on Integrations, and select GradientMSP

      Insert your Gradient Token and press Connect. 

      Navigate back to Gradient MSP, refresh your page, and hit Next to proceed to map your accounts.


      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!

      Wait for the 1st of the month 

       

      Expect to see the first updates in Gradient MSP starting the first of the month after the integration has been enabled. Subsequent updates will be pushed to Gradient MSP on the first of every month with the previous month’s data. If you wish, you can ask for Phin Security to push this data earlier by reaching out to their support team here: Phin Security Support

       

       

      Reconcile

       

      On or after the 1st of the month, log in to your Reconcile™ account and see your previous month's totals ready for reconciliation. 

      Updating the mapping: Once the integration is enabled on both the Phin and Gradient  side, Phin will start syncing data to Gradient. Every new company added in Phin will be sent to Gradient MSP. You will still need to map the new companies in the Gradient MSP portal. An error may occur when creating new company accounts. If this happens, click the "Sync Company Accounts" button to ensure all Companies in Phin are available to map in Gradient MSP.

      See The Phin knowledge article here: Phin and Gradient MSP

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