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      Proofpoint

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


      How to Configure Proofpoint 

      1. Gather Vendor Credentials
      2. Connect the integration.
      3. Map Accounts and Services

      Gather Vendor Credentials

       

      The Proofpoint Integration requires your Username and Password for Proofpoint along with the API URL and or Organization Domain for connection. 
      • API URL is the URL used to log into Proofpoint
      • Organization Domain (e.g. mydomain.com) 
      • 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).

      The account to connect has some requirements:

      • The account required used to connect cannot be set to the "Organization Admin" role.
      • The user cannot be set to "Read-Only User".
      • It must use basic authentication.
      • Channel Admin is the least privileged role that is required to connect. 

      Connect the Integration

       

      Login to Gradient and navigate to the Integrations tab.

      Select the Proofpoint Integration card and click Connect. Choose what module you wish to connect to, and press Continue.

      Enter your vendor details from Proofpoint and press Authenticate.

      Press Next to complete the service and account mapping.

      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!

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