Traitware

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

How to Configure Traitware

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

1. Connect the integration
2. Map Accounts and Services
3. Start the Sync

Connect the Integration

1. From the Integrations page of your Gradient account, select the Traitware integration card, and click Connect.
2. Create and then Copy the API Token. Note that each integration is assigned a unique API Key. Save this key in a secure location. It will only be available once.
3. Click Open Portal.
4. This will open a new tab on the Traitware site.
5. Login to Traitware
6. Navigate to Integrations > Gradient MSP
7. Insert the API Token from Step 2 and click Submit
8. Next, Navigate to the Customers tab and press Create Account next to each customer you wish to connect 
   
9. Return to Gradient and press Check Connection
10. Click Next and proceed to Map your customers

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 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!

Start the Sync

1. Return to Traitware, navigate to the Customers tab and press Sync next to each customer you want to update.
2. Return to Gradient and click the Finish button.

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