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PowerDMARC

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

How to Configure PowerDMARC

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

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

Requirements

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

  • API Key

  • API URL - This is your MSSP instance URL (e.g., https://gradient.powerdmarc.com)

There are two steps required to generate API keys and successfully retrieve customer data from the PowerDMARC API.

Step 1: API Key Generation Requirements

  1. Have the MSSP Administrator role, or
  2. Use a custom role with the required API permissions enabled

If the user is not an MSSP Administrator, their role template must include the following permission:

  • Access to “API Setting” page (found under Other in the role template configuration)
Managing Role Templates

Role templates can only be configured by MSSP Administrators. Templates can be managed by:

  • Selecting Create User Access Template when creating a new user, or
  • Editing an existing template under: Administration → Resource Groups

Step 2: Grant Customer Access

Important: This step is required for the API to return customer data. If customer access is not configured correctly, the API may return incomplete results or no data at all.

Navigate to: Administration → Admin Management → User and configure the following settings.

Customer Access Management

The user must be granted access to all required customers. A bulk-select option is available.

If no customers are selected, the API will return no data.

Admin Attributes

Enable the following setting:

  • Automatically give access to newly added accounts

Please note: If you make any role changes, ensure that any existing API keys are deleted and a new set of API keys is generated.

How to Generate API Keys

  1. Log in to your PowerDMARC Console using an MSSP Administrator account.
  2. In the left-hand navigation menu, click API Settings.
  3. Select Manage API Tokens.
  4. Click Generate New Token.
  5. Provide a name for the token and assign Read Only with MSSP Management permissions.
  6. Save the token.

 

Connect the Integration

  1. Login to Gradient.
  2. Navigate to the Integrations tab.
  3. Select the PowerDMARC integration and click Connect.
  4. Enter the API Key and API URL 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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