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      Sophos Central

      Reconcile your Sophos Central and PSA Billing with Reconcile™ by Gradient MSP.

      How to Configure Sophos Central

      1. How We Calculate
      2. Create Sophos Central Service Principle
      3. Connect Sophos Central
      4. Map Accounts and Services

      How We Calculate

       

      At the time of the last sync, we pull all the service usage from the last month and display the results of anything with a billable quantity.   

      We are not doing any calculations. 

      Services (Products in Sophos) in the Sophos Central integration are fully dynamic.  We pull in usage for any unique product IDs that have usage for that month. 

      Create a Sophos Central Service Principal

       

      1. Login to Sophos Central Partner
      2. Navigate to Settings & Policies and then select API Credentials.
      3. Click Add Credential
      4. Enter a Credential Name and click Add.
      5. Save the Client ID and Client Secret in a secure location. The Client Secret will only be shown once.

      Note for more information on how to get started with Sophos Central APIs and create a Service Principal, click here. 

      Connect Sophos Central

       

      1. From the Integrations page of your Gradient account, select the Sophos Central integration card, and click Connect.
      2. Select Billing Only and click Continue.
      3. Enter the Client ID and Client Secret generated from Sophos Central Partner in the previous steps.
      4. Click Authenticate. 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.
      5. Click Next.

      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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