A step-by-step guide to getting started with the RocketCyber Integration with Gradient MSP.
This is an External Integration, for support with the integration, contact RocketCyber here.
How to Configure RocketCyber
Generate Vendor API Keys
The RocketCyber Integration requires an API Key and URL for authentication.
Visit your RocketCyber and navigate to the Provider Settings page. Then select the RocketCyber API tab.
In the box marked Access Token you will find your current key. If you do not have a key yet, hit the Generate Key button to create one.
The API URL will be something like https://api-us.rocketcyber.com
Step 2: Connect the Integration
Login to Reconcile™ and navigate to the Integrations tab.
Select the RocketCyber Integration card and click Connect. Choose what module you wish to connect to, and press Continue.
Enter your vendor details from RocketCyber 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.
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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.
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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".
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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!