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      SafeDNS

      A step-by-step guide to getting started with the SafeDNS Billing Integration

      This is an External Integration, for support with the integration contact SafeDNS here

      How to Configure SafeDNS 

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

      1. Connect the integration
      2. Map Accounts and Services
      3. Start the Sync

      Connect the Integration


      1. Login to Gradient and navigate to the Integrations tab.
      2. Select the SafeDNS integration card, and click Connect.
      3. Copy the Gradient API Key. Note that each integration is assigned a unique Gradient APIKey. Save this key in a secure location. It will only be available once.
      4. Click Open Portal. This will open a new tab to the SafeDNS site.
      5. Login to SafeDNS. Navigate to the Partners tab.
      6. Click on the Connections Settings tab.
      7. Insert the Gradient API Key and click Add.
      8. Return to Gradient and press the Check Connection button.
      9. Proceed to the next page 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 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!

      Start the Sync


      Return to SafeDNS and press the Sync Now button. This brings the data together and enables the auto sync, keeping the connection current. 

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