Webroot

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

Products Integrated:  Endpoint Protection | DNS Protection | WSAT Webroot Security Awareness Training | Users

How to Configure Webroot

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

1. Generate API Keys from Webroot
2. Explanation of Usage
3. Connect Webroot
4. Map Accounts and Services

Requirements

The following are required for authenticating and connecting with the Webroot integration in Reconcile:

• API URL: https://unityapi.webrootcloudav.com

• Username: Webroot login credentials

• Password: Webroot login credentials

• Client ID

• Client Secret
• Parent Key Code

How to Generate API Keys from Webroot

1. Log in to your Webroot account.
   1. Navigate to Settings > Unity API Access.
   2. Create a new API entry, and record all fields for use in Reconcile. 
   1. In the Webroot Management Console, go to Settings > Account Information.
   2. Locate and note the Parent Key Code.
      
   3. The authentication user must have admin access with site permissions (Admin/View Only) to all sites. Newly created Webroot accounts default to "No Access."
      

Explanation of Usage

Report Types:

• Webroot DNS Protection:
  • Report Type: DevicesSeen
  • Data: Provides DNS Protection (DNSP) statistics for all devices as of the effective report date (yesterday).
• Webroot Security Awareness Training (WSAT):
  • Report Type: UsersSeen
  • Data: Provides WSAT statistics for all users as of the effective report date (yesterday).
• Webroot Endpoint Protection:
  • Report Type: ActiveEndpointsWithoutHidden
  • Data: Includes active devices on the effective report date, excluding hidden devices.
    Note: This count reflects the "Active Devices" total seen in the Webroot console under Sites, which filters out hidden devices. If hidden devices exist, this total will be lower than the "ActiveEndpoints" count.

Connect Webroot

1. Login to Gradient.
2. Navigate to the Integrations tab.
3. Select the Webroot integration and click Connect.
4. Enter the API Keys 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.
   
   

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!

Top