Ask the Community
Groups
About the Manage Data screen - Connect IT Community | Kaseya
<main> <article class="userContent"> <p>Introduction</p> <p>For PSA integrations, you can use the <strong>Manage Data</strong> screen to view and maintain your data in one place. From the manage data screen, you can:</p> <ul><li>View data grouped by Organization, Configuration, and Contact</li> <li>View orphaned and disconnected data in one place</li> </ul><p>Instructions</p> <p>To access the Manage Data screen, navigate to <strong>Account > Integrations</strong>, and select <strong>Manage Data</strong> in the <strong>Actions</strong> drop-down menu. The three sections of this screen represent different kinds of data. Each section has its own set of actions for maintaining data.</p> <h3 data-id="1-synced-items-section">1. Synced Items section</h3> <p>This section contains assets, organizations and contacts. </p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/A8SDL41Y6VEQ/screen-shot-2019-01-23-at-3-17-12-pm.png" alt="Screen_Shot_2019-01-23_at_3.17.12_PM.png" width="703" height="132" class="embedImage-img importedEmbed-img"></img></p> <p>You can view a list of assets by clicking <strong>Actions > View</strong>.</p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/OYU82G1DX3FL/screen-copy-1.png" alt="screen_copy_1.png" width="502" height="156" class="embedImage-img importedEmbed-img"></img></p> <p>From here you can view or edit an asset, or delete it if it is not syncing with your PSA tool.</p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/IHD9WDNOB20Y/screen-shot-2019-01-23-at-3-22-13-pm.png" alt="Screen_Shot_2019-01-23_at_3.22.13_PM.png" width="436" height="207" class="embedImage-img importedEmbed-img"></img></p> <p>Next to these actions, you will see a grey, orange, red plug icon, or a red exclamation triangle. These are explained below:</p> <table><tbody><tr style="background-color: DCDCDC;"><td><strong>Icon</strong></td> <td><strong>Description</strong></td> </tr><tr><td><img src="https://us.v-cdn.net/6032361/uploads/migrated/26BFQ2AC8CVE/screen-shot-2019-01-23-at-2-43-00-pm.png" alt="Screen_Shot_2019-01-23_at_2.43.00_PM.png" class="embedImage-img importedEmbed-img"></img></td> <td>Asset is syncing.</td> </tr><tr><td><img src="https://us.v-cdn.net/6032361/uploads/migrated/2R3U19OMZXZZ/screen-shot-2019-01-23-at-2-43-31-pm.png" alt="Screen_Shot_2019-01-23_at_2.43.31_PM.png" class="embedImage-img importedEmbed-img"></img></td> <td>Asset is orphaned. This happens if an asset is deleted from your PSA tool, or no longer meets your IT Glue sync settings.</td> </tr><tr><td><img src="https://us.v-cdn.net/6032361/uploads/migrated/8ZKJJPS3AGO0/screen-shot-2019-01-23-at-2-44-02-pm.png" alt="Screen_Shot_2019-01-23_at_2.44.02_PM.png" class="embedImage-img importedEmbed-img"></img></td> <td> <p>Asset sync is disabled. You can stop an individual asset from syncing by clicking the pencil to edit the asset, and choosing <strong>Disable Sync</strong> under the PSA controls.</p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/IFPNMWM0673A/screen-shot-2019-01-23-at-3-38-17-pm.png" alt="Screen_Shot_2019-01-23_at_3.38.17_PM.png" width="247" height="49" class="embedImage-img importedEmbed-img"></img></p> </td> </tr><tr><td><img src="https://us.v-cdn.net/6032361/uploads/migrated/7GVA4NYGL4D2/screen-shot-2019-01-23-at-2-52-17-pm.png" alt="Screen_Shot_2019-01-23_at_2.52.17_PM.png" class="embedImage-img importedEmbed-img"></img></td> <td> <p>Asset sync error. You can view details of the sync error by editing the asset and scrolling to the bottom of the page.</p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/7G71PHXUAOF0/screen-shot-2019-01-23-at-3-41-38-pm.png" alt="Screen_Shot_2019-01-23_at_3.41.38_PM.png" width="459" height="97" class="embedImage-img importedEmbed-img"></img></p> </td> </tr></tbody></table><p>You can disconnect an asset type by clicking <strong>Actions > Disconnect</strong>.</p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/NR5Q5DBG3E1K/screen.png" alt="screen.png" width="502" height="156" class="embedImage-img importedEmbed-img"></img></p> <p>You have two options when choosing to disconnect your data:</p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/DCCG484EYOT7/disconnect-customer-from-autotask-it-glue.png" alt="Disconnect_Customer_from_Autotask___IT_Glue.png" width="513" height="280" class="embedImage-img importedEmbed-img"></img></p> <ul><li> <em><strong>Pause syncing</strong> and keep all data</em> - Pauses sync for this asset type or status, but keeps all asset links between IT Glue and your PSA tool in place.</li> <li> <em><strong>Permanently disconnect records</strong> from (your PSA tool) but keep all data</em> - Stops sync and removes asset links between IT Glue and your PSA tool.</li> </ul><h3 data-id="2-orphaned-data-section">2. Orphaned Data section</h3> <p>Orphaned data is data that no longer meets your IT Glue sync settings, or has been deleted from your PSA tool.</p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/65EQG6YU9Y82/screen-shot-2019-01-23-at-4-21-19-pm.png" alt="Screen_Shot_2019-01-23_at_4.21.19_PM.png" width="402" height="221" class="embedImage-img importedEmbed-img"></img></p> <p>To view a list of orphaned data for your entire account, click <strong>Actions > View</strong>.</p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/HP5SLO9THHSC/screen-shot-2019-01-23-at-4-25-33-pm.png" alt="Screen_Shot_2019-01-23_at_4.25.33_PM.png" width="401" height="220" class="embedImage-img importedEmbed-img"></img></p> <p>From here, you can view a list of orphaned assets, edit, or delete an asset.</p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/UA18RE94LMR3/sky.png" alt="SKY.png" width="498" height="125" class="embedImage-img importedEmbed-img"></img></p> <p>To delete all orphaned assets of a type, click <strong>Actions > Delete All</strong>.</p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/HKC5DS8DMRPC/screen-shot-2019-01-23-at-4-25-33-pm-copy.png" alt="Screen_Shot_2019-01-23_at_4.25.33_PM_copy.png" width="405" height="222" class="embedImage-img importedEmbed-img"></img></p> <p>You will be asked to confirm this action in a pop-up window.</p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/SFWB57FLLSDN/screen-shot-2019-01-23-at-4-37-47-pm.png" alt="Screen_Shot_2019-01-23_at_4.37.47_PM.png" width="513" height="162" class="embedImage-img importedEmbed-img"></img></p> <div> <strong>Warning</strong>: This action is permanent and <strong>not</strong> reversible. Removing orphaned organizations will delete all core and flexible assets. This includes documents, attachments, passwords, related items, etc.</div> <h3 data-id="3-disconnected-data-section">3. Disconnected Data section</h3> <p>Data that has had its sync disabled is shown here. Click the <strong>View</strong> button to view the list of disconnected assets by asset type.</p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/YY504C1Y1B1C/screen-shot-2019-01-23-at-4-46-57-pm.png" alt="Screen_Shot_2019-01-23_at_4.46.57_PM.png" width="400" height="177" class="embedImage-img importedEmbed-img"></img></p> <p>Here, you can choose to reconnect any assets by clicking <strong>Reconnect</strong> in the <strong>Reset Sync Status</strong> column.</p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/LY7TR1YT2A8O/screen-shot-2019-01-23-at-5-05-28-pm.png" alt="Screen_Shot_2019-01-23_at_5.05.28_PM.png" width="402" height="114" class="embedImage-img importedEmbed-img"></img></p> </article> </main>