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      SaaS Alerts

      Overview and Configuration Guide: Integrating SaaS Alerts with Gradient

      Overview

      This integration allows partners to synchronize up-to-date billable user counts from their SaaS Alerts customers.

      How to Connect with SaaS Alerts

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

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

      Requirements

       

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

      • API Key

      • API URL: https://us-central1-the-byway-248217.cloudfunctions.net

      How to Generate API Keys

      1. Login to your SaaS Alerts Management Console.
      2. In the side panel, click Settings, then select API from the dropdown.
      3. Under Manage API, click Show Key.

      Connect SaaS Alerts

       

      1. Login to Gradient.
      2. Navigate to the Integrations tab.
      3. Select the SaaS Alerts 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 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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