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      Sherweb

      A step-by-step guide to getting started with the Sherweb integration with Gradient.

      Connecting the Sherweb Integration

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

      Disconnecting the Sherweb Integration

      1. Disconnect the Integration

      Step 1: Generate Vendor API Keys

      The Sherweb integration requires the following credentials across the Admin API and Accounts API:

      • Client ID

      • Client Secret

      • Subscription key

      To find your credentials, log into your Sherweb API portal, then navigate to the Security > APIs section of the Sherweb partner portal. Here, you can create API codes or view codes you created previously.

      NOTE: The Client Secret Key will not be listed here after generation. It is only shown upon creation. Please note down the Client Secret Key in a separate location when it is generated. Alternatively, a new Client Secret Key can be regenerated at any time without invalidating the other credentials by selecting the three vertical dots at the far right of an API Key.

      Step 2: Connect the Integration

      1. Login to Reconcile and navigate to the Integrations tab.
      2. Select the Sherweb Integration card and click Connect.
      3. Enter your vendor details from Step 1 and press authenticate.
      4. Press Next to complete the service and account mapping.

      Note that you are not able to proceed until accounts, services and the integration status is set to "Pending." You may hit the Sync status button to check the status of the integration.

      Step 3: Map Accounts and Services

      1. Map your accounts by dragging the card from Reconcile on the left to Sherweb 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 Reconcile search bar. 
      2. Map your services by dragging the card from Reconcile on the left to Sherweb on the right. When complete, press Next. 
        1. Services can be searched by pressing the filter button or typing in the Reconcile search bar. 
      3. Review and Press Finish
      4. 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.

        Tip: Learn more about how to map within Gradient Reconcile here.  

      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 Sherweb Integration card and click Configure. 
      4. Press Disconnect and Confirm.
      5. Navigate to the Vendor account and turn off your API keys.

      Warning: 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.