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      uSecure

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

      Connecting the uSecure Integration 

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

      Generate Vendor API Keys

       

      The uSecure Integration requires an API Key and API URL for authentication. uSecure's API is currently in Beta. To gain API Keys, please get in touch with their Support. Please note to save your API key and URL.

      Connect the Integration 

       

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