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Integrating with Auvik - Connect IT Community | Kaseya
<main> <article class="userContent"> <p>Introduction</p> <p>Use this article as a guide to create and maintain an RMM integration with Auvik. This gives you information about Device Name, Manufacturer, Model, connected MAC Addresses, and IPs in IT Glue.</p> <p>It should only take about an hour to get up and running with Auvik. This is a rough estimate based on our experience with several partners who activated the integration.</p> <table><tbody><tr><td>The Auvik sync described below will do the following:<br><br><ul><li>Discovers all companies and devices in Auvik</li> <li>Matches Auvik companies to organizations in IT Glue using the Auvik <strong>Company</strong> field</li> <li>Suggests organizations based on name and pattern recognition</li> <li>Matches devices to configurations in IT Glue using a <strong>MAC address or serial number</strong> </li> <li>Suggests configurations based on an exact name</li> </ul></td> </tr></tbody></table><p>For more information about the device mappings, see <a href="https://kaseya.vanillacommunities.com/kb/articles/aliases/itglue/hc/en-us/articles/360004934137" rel="noopener nofollow">RMM Field Mappings</a>.</p> <p>Prerequisites</p> <ul><li>An SSL connection with a valid certificate (not self-signed) from a trusted authority is required.</li> <li>Manager or Administrator level access to IT Glue.</li> <li>A Manager role will only be able to see RMM matched/unmatched data for organizations that they have explicit access to. To grant access to RMM data for all organizations, refer to <strong>Step 7</strong> of our <a href="https://kaseya.vanillacommunities.com/kb/articles/aliases/itglue/hc/en-us/articles/360004938478-Adding-and-removing-users" rel="noopener nofollow">Adding and removing users</a> KB article.</li> </ul><p>Instructions</p> <h3 data-id="secure-connection">Secure connection</h3> <p>IT Glue talks to Auvik via API to monitor for devices so we can perform our routine sync. We recommend that you create a new Auvik "Master" user account (preferably named itglue) with permission to view the assets for which you'd like us to sync.</p> <ol><li>From the left-hand menu in Auvik, navigate to <strong>Manager Users > Roles</strong>. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/K9E9MRNZ5XCX/it-glue-sandbox.png" alt="IT_Glue_Sandbox.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Select the checkbox for the role assigned to the integration and click <strong>Edit</strong>. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/KV5OHV479XXB/screen-shot-2019-05-22-at-2-02-25-pm.png" alt="Screen_Shot_2019-05-22_at_2_02_25_PM.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Check the <strong>API Access Only</strong> and then on the <strong>Save</strong> button. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/QLTVC57NZ1SI/it-glue-sandbox-2.png" alt="IT_Glue_Sandbox-2.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>(Optional) If the integration is supposed to be read-only, expand the <strong>Inventory API </strong>menu and set the <strong>Tenants </strong>permission to <strong>Read</strong>. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/48C7UV47EM6X/it-glue-sandbox-3.png" alt="IT_Glue_Sandbox-3.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Save the role and assign to the user account created for the integration.</li> </ol><div> <strong>Important.</strong> Auvik will disallow API access to your parent tenant if any child site was granted the “<strong>No Access</strong>” permissions for the integration user and API key within Auvik. In this case, you will not be able to complete a full Auvik sync. For more details on this, please refer to Auvik’s <a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fsupport.auvik.com%2Fhc%2Fen-us%2Farticles%2F212478106-How-do-I-edit-or-delete-existing-users-%23topic_mspauthorize" rel="noopener nofollow">How do I edit or delete existing users</a> KB article.</div> <h3 data-id="enter-your-rmm-credentials">Enter your RMM credentials</h3> <ol><ol><li>Log in to IT Glue and navigate to <strong>Account > Integrations</strong>. Then, click on the green<strong> + New</strong> button and then on the <strong>Auvik </strong>icon. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/PCFLM9J4PW2V/choose-a-platform-to-sync-your-data-with-it-glue.png" alt="Choose_a_platform_to_sync_your_data_with___IT_Glue.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Enter your Auvik Fully Qualified Domain Name (example.auvik.com) and login credentials. Then, click on the <strong>Connect</strong> button. Note that with multi-tenants, the domain used in the API call <em>must</em> match the region in which the account resides. To locate the region, log into your Auvik dashboard and look at the URL in your browser’s address bar. A full sync cannot start if the FDQN does not match the browser address bar. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/165BYKWC53QD/auvik-it-glue.png" alt="Auvik___IT_Glue.png" class="embedImage-img importedEmbed-img"></img></p> </li> </ol></ol><div> <strong>Note: </strong>If the credentials fail for any reason, syncing will stop until you re-enter your credentials.</div> <h3 data-id="sync-data">Sync Data</h3> <ol><li>From the <strong>Account > Integrations</strong> screen, click <strong>Actions > Start Manual Sync</strong>. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/6F386YK9DI8H/integrations-it-glue.png" alt="Integrations___IT_Glue.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>When the sync is complete, the <strong>Status</strong> column changes from <strong>Syncing...</strong> to <strong>OK</strong><em>.</em> </li> </ol><h3 data-id="organization-matching">Organization Matching</h3> <p>IT Glue discovers companies and devices and tries to match them to data in your account.The matching logic can be found in the <em>Introduction</em> section of this article. Anything that isn't automatically matched will need to be manually actioned. Clients belonging to a multi-client in Auvik will be synced into IT Glue as organizations.</p> <ol><li>From the <strong>Account Integrations</strong> screen, find Auvik in the list and click on <strong>Actions > </strong><strong>Matching</strong>.</li> <li>In the <strong>Unmatched </strong>tab, review the unmatched organizations. <ol type="a"><li>If you're happy with a suggested match, click <strong>Accept Suggestion</strong> to accept it. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/OVO03S5VWNF6/rmm-customer-unmatched-screen-accept-suggested-match.png" alt="RMM-customer-unmatched_screen_accept_suggested_match.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>If there is no suggested match, or it is incorrect, you can search for and choose a different organization using the <strong>Match To</strong> field.</li> <li>If no organization exists in IT Glue, you can choose to create an organization. You can also choose to ignore groups, which means they won't count as unmatched items in subsequent syncs.<br><div> <strong> Warning.</strong> Before creating an organization from the matching screen, ensure that no corresponding organization already exists, otherwise a duplicate will be created.</div> </li> </ol></li> <li>If any matches are incorrect, click on <strong>Actions > </strong><strong>Change Match</strong> and select a different organization to match to.</li> </ol><h3 data-id="configuration-matching">Configuration matching</h3> <p>Once all organizations have been matched, the same process should be followed for any unmatched configurations.</p> <ol><li>From the <strong>Matched</strong> tab, choose any organization that has unmatched configurations, click the <strong>Actions</strong> button, and select <strong>Match Devices</strong>. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/G00PB20Z4XI9/rmm-customer-matched-screen-match-devices.png" alt="RMM-customer-matched_screen_match_devices.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>For any unmatched configurations, you can either accept the suggested match, search for an IT Glue configuration by entering the name in the <strong>Match To</strong> column, or create a new configuration by clicking <strong>Actions > Create Configuration</strong>.</li> <li>Before you create configurations, first match any of the devices based on MAC addresses or serial number, for example, virtual servers. When you're done matching, you can create (in bulk or individually) any of the remaining devices coming in from Auvik. <div> <strong>Important.</strong> We don't recommend that you create configurations from Auvik if you'd like to then have them populate from IT Glue to your PSA. New items created from such data will not sync with your PSA unless you choose to do so manually by editing and saving each and every item. This is absolutely manual and is not recommended.</div> </li> <li>Repeat for each organization until all configurations are actioned.</li> </ol><p>Once everything is matched, the setup is complete. At any time, you can come back to these instructions to discover and match new organizations and configurations from Auvik.</p> <h3 data-id="rmm-logic">RMM logic</h3> <p>Before an organization, site, location, or company in an RMM tool can sync with IT Glue to create an IT Glue organization, you must add at least one configuration to it. If there are none and the organization does not already exist in IT Glue from any other source, then it will <strong>not</strong> appear in IT Glue. In this case, you will need to create it manually.</p> <p>Only RMM companies that have at least one RMM record will sync into IT Glue.</p> <p>Related articles</p> <ul><li><a rel="nofollow" href="http://kaseya.vanillacommunities.com/kb/articles/aliases/itglue/hc/en-us/articles/360004938098">Overview of client onboarding steps</a></li> </ul> </article> </main>