Integrating with Gradient MSP

Coro can report usage data from multiple Coro managed workspaces by integrating with Gradient MSP as middleware to connect to a range of Professional Services Automation (PSA) systems using a PSA connector. Gradient MSP is used to map services (Coro modules and add-ons) and accounts (managed workspaces) to PSA systems in order to report workspace usage data.

Gradient MSP overview

Gradient MSP is a cloud based platform that simplifies PSA integrations for MSPs. Gradient MSP offers an open ecosystem that empowers MSPs with choice and eliminates obstacles for channel vendors. Gradient MSP acts as a middleman between channel vendors and MSPs, and is dedicated to improving the IT Channel.

Configuring a PSA connector

In order to integrate Coro with Gradient MSP, a PSA connector must be configured from a channel (parent) workspace. Configuring a PSA connector is a two part process which comprises:

1. Retrieving a Gradient API token
2. Creating the PSA connector using an API token

Retrieving a Gradient API token

To retrieve a Gradient API token:

1. Log into Synthesize .
2. Navigate to the Integrations tab.
3. Select the Coro card, and then select + .

   

   The What do you want to integrate dialog appears.

   

4. Select Billing only , and then select CONTINUE .

   The Coro integration page appears defaulted to the Create API Token section:

   

5. Select GENERATE API TOKEN .

   A new API token is generated.

6. Select COPY API TOKEN .

   

   The token can be used to create the PSA connector.

Creating the PSA connector using an API token

After successfully retrieving a new Gradient API token, a PSA connector can be created.

To create a PSA connector using an API token:

1. Log into the Coro console and select Control Panel from the toolbar:

   

2. Under Workspace , select Connectors :

   

   The Connectors page appears:

   

3. Select the PSA tab:

   

4. Select CONNECT VIA GRADIENT .

   The Add Gradient connection dialog appears:

   

5. Paste the retrieved Gradient API token, see Retrieving a Gradient API token .
6. Select ADD .

   The Gradient connector is successfully configured:

   

   note

   Data synchronization is initiated once a day. Coro synchronizes billing usage for all enabled modules.

   Reminder

   If a new Gradient API token is generated, the connector disconnects, and must be reconfigured with the new API token.

Mapping accounts

The account mapping process maps the accounts (managed workspaces) available to the PSA to all accounts (managed workspaces) available to the MSP.

To map an account:

1. From the Coro integration page, navigate to the Account Mapping section:

   

2. Use the search field to find an account available to the PSA.
3. Drag and drop the account card on the left side of the screen to the matching MSP account (managed workspace) on the right side of the screen.

   

   note

   By default, when an account is matched, the MSP account card on the right side of the screen is hidden.

Mapping services

The service mapping process maps the services (modules and add-ons) available to the PSA to all the services (modules and add-ons) offered by Coro.

To map a service:

1. From the Coro integration page, navigate to the Service Mapping section:

   

2. Use the search field to find a service available to the PSA.
3. Drag and drop the service card on the left side of the screen to the matching Coro service on the right side of the screen.

   

   note

   By default, when a service is matched, the MSP service card on the right side of the screen is hidden.

4. After all required services are mapped, select NEXT .

   The Review page is displayed, which shows all currently mapped services:

   

5. Review the mapped services, and then select FINISH .

   The integration is now functional.

   

   note

   The UNITS value displayed within the service specifies either the number of protected users or the number of protected devices. This is dependent on how the service is configured within the PSA system.

   Reminder

   The values displayed within the service for PROFIT and REVENUE is the sole responsibility of the MSP. Coro provides data for protected users and devices.

Data synchronization

Data synchronization is initiated once a day. Coro synchronizes billing usage for all enabled modules. MSP administrators receive an email when the synchronization is complete prompting them to login. MSP administrators can also force a synchronization from within Synthesize (Settings > PSA Configuration > Sync Now).