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      SpamTitan

      A step-by-step guide to getting started with the SpamTitan Integration with Gradient MSP.

      How to Configure SpamTitan

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

      1. How we Retrieve Usage
      2. Generate Keys
      3. Connect the Integration
      4. Map Accounts and Services

      How we Retrieve Usage

       

      We retrieve usage data from SpamTitan as follows:

      1. Endpoint: We use the "Reporting - Licensing Stats" endpoint within the SpamTitan API to gather licensing information for each domain group.

      2. Timeframe: We collect data for the maximum usage observed over the past 30 days. This timeframe provides us with a comprehensive overview of recent activity.

      3. Domain Groups: These are used to organize and manage domains effectively. Typically, domain groups are organized per customer, aiding in better organization and tracking of usage.

      4. API vs. SpamTitan Vendor Portal (UI): There are differences between the API and the SpamTitan Vendor Portal (UI) in how data is presented:

        • API: It operates based on averages and runs consecutively every day, providing an averaged representation of mail flow.
        • SpamTitan Vendor Portal (UI): The Vendor Portal excludes data for Saturdays and Sundays, which generally have lower mail flow.

       Generate Vendor API Keys 

       

      1. The SpamTitan Integration requires an API Key and API URL for authentication. 
      2. Follow the link below in order to generate this key, and make sure to save it.
      3. How to generate keys in SpamTitan

      Connect the Integration 

       

      1. From the Integrations page of your Gradient account, select the SpamTitan integration card, and click Connect.
      2. Choose what module you wish to connect to, and press Continue. 
      3. Enter your vendor details from SpamTitan and press Authenticate. 
      4. Press Next 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!

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