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      Wasabi Account Control Manager (WACM)

      Overview and Configuration Guide: Integrating WACM with Gradient

      Overview

      The Wasabi Account Control Manager (WACM) integration allows partners to sync Total Storage usage, in both GB and TB, for their tenants.

      Note:

      To use this API, you must have an account on Wasabi Account Control Manager (WACM). As advised by Wasabi, WACM provides MSPs with a centralized platform to manage customer accounts and track usage.

      How to Connect with Wasabi Account Control Manager

      To configure and connect the Wasabi Account Control Manager integration, please select from the following:

      1. How to Generate API Keys
      2. Connect to Wasabi Account Control Manager
      3. Map Accounts and Services

      Requirements

      To connect with the WACM integration in Reconcile, you’ll need:

      How to Generate API Keys

      1. Log in to your Wasabi Account Control Manager (WACM) account.

      2. Click on your avatar in the upper-right corner and select My Profile.

      3. Scroll down to the WACM Connect API Key section and click Generate New API Key.

      4. Enter a name for your new API key.

      5. Click Generate.

      6. Copy the API key and store it in a secure location.

      Connect Wasabi Account Control Manager

      1. Login to Gradient.
      2. Navigate to the Integrations tab.
      3. Select the Wasabi Account Control Manager integration and click Connect.
      4. Enter the Username, API Key and API URL retrieved 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

      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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