Importing organizations From PSAs

For Autotask, you will need:

• The username and secret from an API user
  • Creating an API User in Autotask if needed

For ConnectWise, you will need:

• Your company id, host, public, and private API keys
  • Creating ConnectWise API user and credentials if needed

For Kaseya, you will need:

• Your company, username, password, and server URL  
  • Setting up BMS API credentials if needed

For Syncro, you will need:

• Your API key and subdomain
  • Setting up Syncro API credentials if needed

Process

1. From the dashboard, use the nav menu on the left side to go to Integrations
   
2. Enter the credentials for respective tool being used:
   • ConnectWise
   • Creating ConnectWise API user and credentials
   • Setting up BMS API credentials
   • Setting up Syncro API credentials
3. Credentials test then Create Integration
   
4. Select the categories of which organization types to choose from to import into RocketCyber. Check Create Organizations checkbox and click Pull Companies
   
5. You will now have a list of companies in those categories.  This gives you an opportunity to customize which company names to import.  There is a "Select All" checkbox on the top-right that will select/unselect all, and the companies are alphabetically ordered (left-to-right, top-to-bottom). Use the middle arrow buttons to move organizations into the Selected Companies list then bottom right corner Create Organizations. 
   
6. Return to PSA tab and select XXXXX-RocketCyber Organization map.
   
7. Organizations pulled in from the PSA integration will be mapped.
   
8. *Any organization that was created manually will need to be mapped. 
   
9. Incident tickets will now be created in the ticketing system by showing the PSA tag next to the alert in the Incidents list.