YouAttest

A step-by-step guide to getting started with the YouAttest billing integration with Gradient MSP.

How to Configure YouAttest

To configure and connect the YouAttest 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 YouAttest integration card, and click Connect.
2. Choose what you want to integrate, and select Continue.  
3. Generate and copy the API Token. Note that each integration is assigned a unique API token. Save this token in a secure location. It will only be available once.
4. Click on the open vendor portal button - This will open a new browser tab with YouAttest.
5. Paste in your Gradient API Token and click update. 
6. The list of tenants will load. Select the tenants to sync and press Sync Now. 
   1. They will then display a connected status. 
7. Return to Gradient and press Next to complete the service and account mapping. 

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. Wait for the 1st of the month when the sync will show run and show updated data. 
   • If you would like usage pushed in mid-month or for a specific day, reach out to support@youattest.com

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