MSP Integration Setup - Revision history

Dina at 12:56, 8 July 2020

2020-07-08T12:56:57Z

Dina at 11:21, 20 May 2020

2020-05-20T11:21:20Z

Dina at 19:50, 21 March 2020

2020-03-21T19:50:06Z

← Older revision		Revision as of 19:50, 21 March 2020
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	</th></tr>		</th></tr>
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	<td style="color:#000;"> <div id="mp-tfa">In addition to the Ticket creation integration, you can use '''CommitCRM Online Services''' to easily link with N-able to open Account and Asset information directly in N-central. See more details in [[~~Commit_Online_Services~~#N-able.E2.84.A2_N-central.E2.84.A2\|Online Services for N-able™]].</div>		<td style="color:#000;"> <div id="mp-tfa">In addition to the Ticket creation integration, you can use '''CommitCRM Online Services''' to easily link with N-able to open Account and Asset information directly in N-central. See more details in [[Online_Services#N-able.E2.84.A2_N-central.E2.84.A2\|Online Services for N-able™]].</div>
	</td></tr></table>		</td></tr></table>
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Robert: /* N-able™ N-central™ */

2014-08-13T09:30:48Z

N-able™ N-central™

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 The integration described here includes Ticket creation out of incoming email alerts from the MSP system. This is done using the [[Email Connector|CommitCRM Email Connector]]'s [[API_by_Email_and_MSP_Integration#Automated_Emails|Automated Emails]] which allow analyzing the incoming alert's subject to find the customer in the CommitCRM database.
-{| id="mp-tfp" style="margin:7px 0 0 0; width:100%; background:none;"
+<table id="mp-tfp" style="margin:7px 0 0 0; width:100%; background:none;">
 <br>
 To setup the Ticket creation process via CommitCRM Email Connector, you should follow customization steps both in CommitCRM and N-able™.

Robert at 09:40, 24 July 2014

2014-07-24T09:40:33Z

← Older revision		Revision as of 09:40, 24 July 2014
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	# [[MSP_Integration_Setup#GFI_MAX_Link\|GFI MAX Link]] - Using CommitCRM RMMServer service for Ticket integration.		# [[MSP_Integration_Setup#GFI_MAX_Link\|GFI MAX Link]] - Using CommitCRM RMMServer service for Ticket integration.
	# [[MSP_Integration_Setup#Kaseya.E2.84.A2\|Kaseya™]] - Using CommitCRM Email Connector's [[API_by_Email_and_MSP_Integration#Automated_Emails\|Automated Emails]].		# [[MSP_Integration_Setup#Kaseya.E2.84.A2\|Kaseya™]] - Using CommitCRM Email Connector's [[API_by_Email_and_MSP_Integration#Automated_Emails\|Automated Emails]].
	~~# [[MSP_Integration_Setup#LabTech.E2.84.A2\|LabTech™]] - Using CommitCRM API and CommitCRM Online Services.~~
	# [[MSP_Integration_Setup#Level_Platforms.E2.84.A2_Managed_Workplace.E2.84.A2\|Level Platforms™ Managed Workplace™]] - Using CommitCRM Email Connector's [[API_by_Email_and_MSP_Integration#Automated_Emails\|Automated Emails]].		# [[MSP_Integration_Setup#Level_Platforms.E2.84.A2_Managed_Workplace.E2.84.A2\|Level Platforms™ Managed Workplace™]] - Using CommitCRM Email Connector's [[API_by_Email_and_MSP_Integration#Automated_Emails\|Automated Emails]].
	# [[MSP_Integration_Setup#N-able.E2.84.A2_N-central.E2.84.A2\|N-able™ N-central™]] - Using CommitCRM Email Connector's [[API_by_Email_and_MSP_Integration#Automated_Emails\|Automated Emails]].		# [[MSP_Integration_Setup#N-able.E2.84.A2_N-central.E2.84.A2\|N-able™ N-central™]] - Using CommitCRM Email Connector's [[API_by_Email_and_MSP_Integration#Automated_Emails\|Automated Emails]].
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	<br><br>		<br><br>

	~~==LabTech™ ==~~
	~~The LabTech integration is based on a LabTech plug-in which uses [[Commit_API_Developers_Guide\|CommitCRM API]] and [[Commit Online Services \| CommitCRM Online Services]] to sync data with CommitCRM.~~
	~~<br><br>~~
	~~For Setup and Installation instructions see [http://www.labtechsoftware.com/component/k2/item/617-commitcrm.html LabTech-CommitCRM Integration Plug-In].~~
	~~<br><br>~~

	~~Also see [http://www.cybersite.net.au/blog/2013/09/09/commitcrm-integration-with-labtech/ this article] for detailed instructions on setting up integration between Labtech and CommitCRM.~~
	~~<br><br>~~

	==Level Platforms™ Managed Workplace™==		==Level Platforms™ Managed Workplace™==

Robert: /* LabTech™ */

2014-03-24T10:17:55Z

LabTech™

← Older revision		Revision as of 10:17, 24 March 2014
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	<br><br>		<br><br>
	For Setup and Installation instructions see [http://www.labtechsoftware.com/component/k2/item/617-commitcrm.html LabTech-CommitCRM Integration Plug-In].		For Setup and Installation instructions see [http://www.labtechsoftware.com/component/k2/item/617-commitcrm.html LabTech-CommitCRM Integration Plug-In].
	<br><br><br>		<br><br>

			Also see [http://www.cybersite.net.au/blog/2013/09/09/commitcrm-integration-with-labtech/ this article] for detailed instructions on setting up integration between Labtech and CommitCRM.
			<br><br>

	==Level Platforms™ Managed Workplace™==		==Level Platforms™ Managed Workplace™==

Robert: /* Zenith/Continuum Link */

2014-02-24T07:36:09Z

Zenith/Continuum Link

← Older revision		Revision as of 07:36, 24 February 2014
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	==Zenith/Continuum Link==		==Zenith/Continuum Link==
	The CommitCRM-~~Zenith~~ Integration automatically creates tickets in CommitCRM from alerts and service tickets generated by ~~Zenith Infotech~~ system, or from tickets created manually by the ~~Zenith~~ NOC. Users can then close the Ticket in CommitCRM, and it will be closed in ~~Zenith~~. The integration works via CommitCRM RMMServer service which runs on your CommitCRM server.		The CommitCRM-Continuum Integration automatically creates tickets in CommitCRM from alerts and service tickets generated by the Continuum system, or from tickets created manually by the Continuum NOC. Users can then close the Ticket in CommitCRM, and it will be closed in Continuum. The integration works via CommitCRM RMMServer service which runs on your CommitCRM server.

	The CommitCRM integration with ~~Zenith~~ includes:		The CommitCRM integration with Continuum includes:

	* Two-ways Ticket Integration.		* Two-ways Ticket Integration.
	* The ability to link Account to Site in ~~Zenith~~ or create Account from Site.		* The ability to link Account to Site in Continuum or create Account from Site.
	* The ability to link Asset to Device in ~~Zenith~~ or create Asset from Device.		* The ability to link Asset to Device in Continuum or create Asset from Device.


	>> [[~~Zenith_Link~~\|Click for complete ~~Zenith~~ Link setup guide]].		>> [[Continuum_Link\|Click for complete Continuum Link setup guide]].
	<br><br>		<br><br>

Robert at 06:15, 2 October 2013

2013-10-02T06:15:29Z

← Older revision		Revision as of 06:15, 2 October 2013
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	# [[MSP_Integration_Setup#Level_Platforms.E2.84.A2_Managed_Workplace.E2.84.A2\|Level Platforms™ Managed Workplace™]] - Using CommitCRM Email Connector's [[API_by_Email_and_MSP_Integration#Automated_Emails\|Automated Emails]].		# [[MSP_Integration_Setup#Level_Platforms.E2.84.A2_Managed_Workplace.E2.84.A2\|Level Platforms™ Managed Workplace™]] - Using CommitCRM Email Connector's [[API_by_Email_and_MSP_Integration#Automated_Emails\|Automated Emails]].
	# [[MSP_Integration_Setup#N-able.E2.84.A2_N-central.E2.84.A2\|N-able™ N-central™]] - Using CommitCRM Email Connector's [[API_by_Email_and_MSP_Integration#Automated_Emails\|Automated Emails]].		# [[MSP_Integration_Setup#N-able.E2.84.A2_N-central.E2.84.A2\|N-able™ N-central™]] - Using CommitCRM Email Connector's [[API_by_Email_and_MSP_Integration#Automated_Emails\|Automated Emails]].
	# [[MSP_Integration_Setup#~~Zenith_Link~~\|Zenith/Continuum Link]] - Using CommitCRM RMMServer service for two-ways Ticket integration.		# [[MSP_Integration_Setup#Zenith/Continuum_Link\|Zenith/Continuum Link]] - Using CommitCRM RMMServer service for two-ways Ticket integration.

	<br>		<br>

Robert: /* Zenith Link */

2013-10-02T06:14:49Z

Zenith Link

← Older revision		Revision as of 06:14, 2 October 2013
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	#Select "Search for a CommitCRM Account that has the sender email address of the automated emails".<br><br>[[File:Commit_email_connector_setup_processing_automated_n_able_rules.zoom93.png\|center]]		#Select "Search for a CommitCRM Account that has the sender email address of the automated emails".<br><br>[[File:Commit_email_connector_setup_processing_automated_n_able_rules.zoom93.png\|center]]

	==Zenith Link==		==Zenith/Continuum Link==
	The CommitCRM-Zenith Integration automatically creates tickets in CommitCRM from alerts and service tickets generated by Zenith Infotech system, or from tickets created manually by the Zenith NOC. Users can then close the Ticket in CommitCRM, and it will be closed in Zenith. The integration works via CommitCRM RMMServer service which runs on your CommitCRM server.		The CommitCRM-Zenith Integration automatically creates tickets in CommitCRM from alerts and service tickets generated by Zenith Infotech system, or from tickets created manually by the Zenith NOC. Users can then close the Ticket in CommitCRM, and it will be closed in Zenith. The integration works via CommitCRM RMMServer service which runs on your CommitCRM server.

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	>> [[Zenith_Link\|Click for complete Zenith Link setup guide]].		>> [[Zenith_Link\|Click for complete Zenith Link setup guide]].
	<br><br>		<br><br>

	==GFI MAX Link==		==GFI MAX Link==
	CommitCRM-GFI MAX Link module provides an integration with the remote monitoring and management (RMM) solution designed for managed services providers (MSP) offered by GFI.		CommitCRM-GFI MAX Link module provides an integration with the remote monitoring and management (RMM) solution designed for managed services providers (MSP) offered by GFI.

Robert at 06:13, 2 October 2013

2013-10-02T06:13:50Z

← Older revision		Revision as of 06:13, 2 October 2013
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	# [[MSP_Integration_Setup#Level_Platforms.E2.84.A2_Managed_Workplace.E2.84.A2\|Level Platforms™ Managed Workplace™]] - Using CommitCRM Email Connector's [[API_by_Email_and_MSP_Integration#Automated_Emails\|Automated Emails]].		# [[MSP_Integration_Setup#Level_Platforms.E2.84.A2_Managed_Workplace.E2.84.A2\|Level Platforms™ Managed Workplace™]] - Using CommitCRM Email Connector's [[API_by_Email_and_MSP_Integration#Automated_Emails\|Automated Emails]].
	# [[MSP_Integration_Setup#N-able.E2.84.A2_N-central.E2.84.A2\|N-able™ N-central™]] - Using CommitCRM Email Connector's [[API_by_Email_and_MSP_Integration#Automated_Emails\|Automated Emails]].		# [[MSP_Integration_Setup#N-able.E2.84.A2_N-central.E2.84.A2\|N-able™ N-central™]] - Using CommitCRM Email Connector's [[API_by_Email_and_MSP_Integration#Automated_Emails\|Automated Emails]].
	# [[MSP_Integration_Setup#Zenith_Link\|Zenith Link]] - Using CommitCRM RMMServer service for two-ways Ticket integration.		# [[MSP_Integration_Setup#Zenith_Link\|Zenith/Continuum Link]] - Using CommitCRM RMMServer service for two-ways Ticket integration.

	<br>		<br>

← Older revision		Revision as of 11:21, 20 May 2020
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	\|}		\|}

	[[File:~~Commit_email_connector_setup_processing_automated_level_platforms_rules~~.gif\|center]]		[[File:email_connector_setup_processing_automated_level_platforms_rules.gif\|center]]

	In order to work with Level Plaforms™ alerts, we recommend defining the following rules:		In order to work with Level Plaforms™ alerts, we recommend defining the following rules:
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	##Subject - create a template which will include:		##Subject - create a template which will include:
	##*A word/phrase which you can associate with alerts (e.g. "Alert:")		##*A word/phrase which you can associate with alerts (e.g. "Alert:")
	##*A word/phrase which you can associate with the External Customer ID (e.g. "RECID:")<br>For example:<br><nowiki>Alert {{CustomerName}} RECID:{{ExternalCustomerID}}, Device: {{DeviceName}}... etc.</nowiki><br><br>[[File:~~Commit_email_connector_setup_processing_automated_n_able_templates_admin~~.gif\|center]]		##*A word/phrase which you can associate with the External Customer ID (e.g. "RECID:")<br>For example:<br><nowiki>Alert {{CustomerName}} RECID:{{ExternalCustomerID}}, Device: {{DeviceName}}... etc.</nowiki><br><br>[[File:email_connector_setup_processing_automated_n_able_templates_admin.gif\|center]]
	#Under the Product Settings section, click on Default Notification Templates and edit the templates.<br><br>[[File:~~Commit_email_connector_setup_processing_automated_n_able_template~~.gif\|center]]		#Under the Product Settings section, click on Default Notification Templates and edit the templates.<br><br>[[File:email_connector_setup_processing_automated_n_able_template.gif\|center]]
	#Add the '''<nowiki>{{ExternalCustomerID}}</nowiki>''' to the email Subject in '''both''' the "Email – Long" and "Email – Short" notification templates		#Add the '''<nowiki>{{ExternalCustomerID}}</nowiki>''' to the email Subject in '''both''' the "Email – Long" and "Email – Short" notification templates
	#Click Save and Propagate		#Click Save and Propagate
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	#**The Account's Rec ID from CommitCRM. The RecID can be found on the Account's Notes tab, and can be taken by right-clicking the RecID label, and copying the Rec ID. Then paste it somewhere in the email subject template, with a phrase which will identify it, like "RECID: CRDIF9FPDJ4IHUMU2VWI."		#**The Account's Rec ID from CommitCRM. The RecID can be found on the Account's Notes tab, and can be taken by right-clicking the RecID label, and copying the Rec ID. Then paste it somewhere in the email subject template, with a phrase which will identify it, like "RECID: CRDIF9FPDJ4IHUMU2VWI."

	[[File:~~Commit_email_connector_setup_processing_automated_n_able_recid~~.gif\|center]]		[[File:email_connector_setup_processing_automated_n_able_recid.gif\|center]]

	'''CommitCRM Email Connector Settings for working with N-able™'''<br>In the CommitCRM Email Connector settings, set the system to identify automated emails according to the sender's email address and the word/phrase in the subject. Then, let the system know how to identify the Account Record ID.		'''CommitCRM Email Connector Settings for working with N-able™'''<br>In the CommitCRM Email Connector settings, set the system to identify automated emails according to the sender's email address and the word/phrase in the subject. Then, let the system know how to identify the Account Record ID.
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	Go to ServerConfig > Email Connector > Automated Emails:		Go to ServerConfig > Email Connector > Automated Emails:

	#In the '''Automated Email Detection''' Rules, add a new rule and set the Sender email address as empty, and the word/phrase as the word/phrase you set in the Alert subject template in N-central™.<br><br>[[File:~~Commit_email_connector_setup_automated_n_able_rules_subject2~~.zoom85.png\|center]]<br><br>		#In the '''Automated Email Detection''' Rules, add a new rule and set the Sender email address as empty, and the word/phrase as the word/phrase you set in the Alert subject template in N-central™.<br><br>[[File:email_connector_setup_automated_n_able_rules_subject2.zoom85.png\|center]]<br><br>
	#Add a Account Record Detection Rule by the Record ID, between "RECID" and "," (same as you defined in the n-able template above).		#Add a Account Record Detection Rule by the Record ID, between "RECID" and "," (same as you defined in the n-able template above).

	[[File:~~Commit_email_connector_setup_automated_n_able_rules_recid~~.zoom88.png\|center]]		[[File:email_connector_setup_automated_n_able_rules_recid.zoom88.png\|center]]

	After you define all the rules, the rules window should look like this:		After you define all the rules, the rules window should look like this:

	[[File:~~Commit_email_connector_setup_processing_automated_n_able_rules2~~.zoom90.png\|center]]		[[File:email_connector_setup_processing_automated_n_able_rules2.zoom90.png\|center]]

	====Use Customer's Email Address====		====Use Customer's Email Address====
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	#*'''Subject''' - create a template which will include a word/phrase which you can associate with alerts (e.g. "Alert:")		#*'''Subject''' - create a template which will include a word/phrase which you can associate with alerts (e.g. "Alert:")

	[[File:~~Commit_email_connector_setup_processing_automated_n_able~~.gif\|center]]		[[File:email_connector_setup_processing_automated_n_able.gif\|center]]

	'''CommitCRM Email Connector Settings for Working with N-able™'''<br>In the CommitCRM Email Connector settings, set the system to accept automated emails with the customer's email address in the "From" email address, and tell the system how to detect the automated email subject.		'''CommitCRM Email Connector Settings for Working with N-able™'''<br>In the CommitCRM Email Connector settings, set the system to accept automated emails with the customer's email address in the "From" email address, and tell the system how to detect the automated email subject.
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	Go to ServerConfig > Email Connector > Automated Emails:		Go to ServerConfig > Email Connector > Automated Emails:

	#In the '''Automated Email Detection Rules''', add a new rule and set the Sender email address as empty, and the word/phrase as the word/phrase you set in the Alert subject template in N-central™.<br><br>[[File:~~Commit_email_connector_setup_automated_n_able_rules_subject~~.zoom86.png\|center]]<br><br>		#In the '''Automated Email Detection Rules''', add a new rule and set the Sender email address as empty, and the word/phrase as the word/phrase you set in the Alert subject template in N-central™.<br><br>[[File:email_connector_setup_automated_n_able_rules_subject.zoom86.png\|center]]<br><br>
	#Select "Search for a CommitCRM Account that has the sender email address of the automated emails".<br><br>[[File:~~Commit_email_connector_setup_processing_automated_n_able_rules~~.zoom93.png\|center]]		#Select "Search for a CommitCRM Account that has the sender email address of the automated emails".<br><br>[[File:email_connector_setup_processing_automated_n_able_rules.zoom93.png\|center]]

	==Zenith/Continuum Link==		==Zenith/Continuum Link==