Vendor Integrations
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      Proofpoint

      A step-by-step guide to getting started with the Proofpoint Integration with Gradient MSP.


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      Products Integrated: Beginner | Business | Business + | Advanced | Advanced +
      Professional | Professional + | Security Awareness Training | Email Security

      Seats are based on packages. The higher the package, the higher the cost per seat and the more features. An account can only be enrolled in one package, so if a customer has one user that needs encryption, then the entire domain/customer needs to be on that level.


      Connecting the Proofpoint Integration

      1. Generate Vendor API Keys
      2. Connect the integration.
      3. Map Accounts and Services
      4. Reconcile

      Disconnecting the Proofpoint Integration

      1. Disconnect the Integration

       

      Step 1: Generate Vendor API Keys

      1. The Proofpoint Integration requires your Username and Password for Proofpoint along with the API URL and or Organization domain for connection. 
        1. API URL is the URL used to log into Proofpoint
        2. Organization Domain (e.g. mydomain.com) 
        3. The account to connect has some requirements: 
          1. The account required used to connect can not be set to the "Organization Admin" role.
          2. It user cannot be set to "Read-Only User". 
          3. It must use basic authentication 
          4. Channel Admin is the least privileged role that is required to connect. 

      • API URL: This is the base URL of the Proofpoint API. It should look something like https://us1.proofpointessentials.com/. You can find this information in the Proofpoint API documentation (https://help.proofpoint.com) or by contacting Proofpoint support.
      • ORGANIZATION DOMAIN: This is your organization's domain name, which is typically the domain you use for your organization's email addresses (e.g., example.com).

       

       

      Step 2: Connect the Integration

      1. Login to Synthesize and navigate to the Integrations tab.
      2. Select the Proofpoint Integration card and click Connect.
      3. Choose what module you wish to connect to, and press continue.
      4. Enter your vendor details from Step 1 and press authenticate.
      5. Press Next to complete the service and account mapping.

       

       

      Step 3: Map Accounts and Services

      1. Map your accounts by dragging the card from Synthesize on the left to Proofpoint on the right. When complete, press Next. 
        1. We have auto-mapped any that are exact matches. The remaining can be searched by pressing the filter button or typing in the Synthesize search bar. 
      2. Map your services by dragging the card from Synthesize on the left to Proofpoint on the right. When complete, press Next. 
        1. Services can be searched by pressing the filter button or typing in the Synthesize search bar. 
      3. Review and Press Finish

        See tips and tricks for mapping in the tool: How to map within Synthesize.  

      A pop-up will inform you that the setup is complete and that the syncing of usage can take a few seconds to several minutes.

       

       

      Step 4: Reconcile

      1. You are now ready to start reconciling.      
      2. To view only that vendor's results, you can select the filter option and choose the vendor to display the imported values and reconcile.

       

       

      Disconnecting the Integration

      1. Login to Synthesize and navigate to the Integrations tab.
      2. Filter to Connected Integrations
      3. Select the Proofpoint Integration card and click Configure. 
      4. Press Disconnect and Confirm.
      5. Navigate to the Vendor account and turn off your API keys.

      Disconnecting this integration will remove the authentication settings and all account and service mapping. You'll be able to reconnect this integration, but you'll need to remap your account and services.