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      SonicWall

      This document provides the steps required to configure the SonicWall integration with Gradient.

      Overview

      The integration with SonicWall syncs products and monthly licenses from your MySonicWall account. The integration creates the following services to facilitate mapping and reconciliation with services or products in your PSA, based on your billing requirements:

      • Monthly product licenses straight from your license report in MySonicWall. Note, these services are in arrears, always reflecting the data from the previous month's license report.
      • Total Products
      • Total Endpoints
      • Cloud Users
      • Firewalls
      • Access Points

      How to Configure SonicWall

      To connect and configure the SonicWall integration, please click to navigate to the following:

      1. Generate MySonicWall API Key
      2. Connect SonicWall
      3. Map Accounts and Services

      Authentication Details

      Generate MySonicWall API Key

      1. Login to MySonicWall
      2. Navigate to "User Groups" under "My Workspace".
      3. Select the "User List" tab.
      4. Click on "Generate My API Key". Note, If you intend to create an API-Only user, you can do so and then log in using those credentials to generate an API key. If you've previously generated an API key, you'll see the option "View My API Key". Clicking this allows you to delete the existing key and generate a new one.
      5. Copy the API Key to your clipboard and ensure its security, as this will be the final opportunity to view/copy this token.

      Connect SonicWall

      1. Login to Gradient.
      2. Navigate to the Integrations tab.
      3. Select the SonicWall integration and click Connect.
      4. Enter the API Key generated 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

      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".

      1. 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!

      Note If you need further details on account and service mapping, click here.