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      Sherweb

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

      How to Configure Sherweb

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

      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.

      Connect the Integration

       

      Login to Reconcile and navigate to the Integrations tab.


      Select the Sherweb Integration card and click Connect.


      Enter your vendor details from the Sherweb and press Authenticate.


      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 Status button to check the status of the integration.

      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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