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<main> <article class="userContent"> <h2 data-id="easily-add-customers-in-rocketcyber-by-importing-them-from-your-datto-autotask-or-connectwise-psa">Easily add customers in RocketCyber by importing them from your Datto (Autotask) or ConnectWise PSA</h2> <div data-hs-callout-type="tip"> <p>Why manually enter customers, when you can import them in seconds?</p> </div> <h3 data-id="before-you-begin">Before You Begin</h3> <h4 data-id="you-must-be-a-soc-customer">You must be a SOC customer</h4> <p>If you started with us after August 15, 2020, you're good.</p> <p>If you are a legacy Professional Plan customer and want to automatically create tickets, see <a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fkaseya.vanillacommunities.com%2Fkb%2Farticles%2Faliases%2Frocketcyber%2Fhc%2Fen-us%2Farticles%2F360017916537" rel="noopener nofollow">Datto ticket creation</a> or <a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fkaseya.vanillacommunities.com%2Fkb%2Farticles%2Faliases%2Frocketcyber%2Fhc%2Fen-us%2Farticles%2F360018052618" rel="undefined nofollow">ConnectWise ticket creation</a></p> <h4 data-id="for-datto-autotask-you-will-need">For Datto (Autotask), you will need:</h4> <ul><li>The <strong>username</strong> and <strong>secret</strong> from an API user <ul><li> <a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fkaseya.vanillacommunities.com%2Fkb%2Farticles%2Faliases%2Frocketcyber%2Fhc%2Fen-us%2Farticles%2F360018052718" rel="noopener nofollow">Create a new API User</a> if needed</li> </ul></li> </ul><h4 data-id="for-connectwise-you-will-need">For ConnectWise, you will need:</h4> <ul><li>Your company id, host, public, and private API keys <ul><li> <a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fkaseya.vanillacommunities.com%2Fkb%2Farticles%2Faliases%2Frocketcyber%2Fhc%2Fen-us%2Farticles%2F360018050638" rel="noopener nofollow">Create these</a> if needed</li> </ul></li> </ul><h4 data-id="for-kaseya-you-will-need">For Kaseya, you will need:</h4> <ul><li>Your company, username, password, and server URL <ul><li> <a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fkaseya.vanillacommunities.com%2Fkb%2Farticles%2Faliases%2Frocketcyber%2Fhc%2Fen-us%2Farticles%2F360018052058" rel="noopener nofollow">Get these</a> if needed</li> </ul></li> </ul><h4 data-id="for-syncro-you-will-need">For Syncro, you will need:</h4> <ul><li>Your API key and subdomain <ul><li> <a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fkaseya.vanillacommunities.com%2Fkb%2Farticles%2Faliases%2Frocketcyber%2Fhc%2Fen-us%2Farticles%2F360017916177" rel="noopener nofollow">Create these</a> if needed</li> </ul></li> </ul><h3 data-id="process">Process</h3> <p>The steps in this process are nearly identical for Datto (Autotask) and ConnectWise. These instructions will work for both.</p> <ol><li>From the dashboard, use the nav menu on the left side to go to <strong>Integrations<img src="https://us.v-cdn.net/6032361/uploads/migrated/HTPZ6ZPM8XWT/dashboard-shot-png-1.png" alt="dashboard-shot-png-1.png" class="embedImage-img importedEmbed-img"></img></strong> </li> <li>Input the requested credentials</li> <li>Move the Import Customers from the PSA slider to <strong>Yes</strong> and click <strong>Create Integration<img src="https://us.v-cdn.net/6032361/uploads/migrated/U9ML7846GMC5/import-customers-base.png" alt="import-customers-base.png" class="embedImage-img importedEmbed-img"></img></strong>Many companies use their PSA to store potential leads, competitors, and even vendors in addition to their customers. Select the categories you want to import into RocketCyber. Select the <strong>Create Customers</strong> checkbox and click <strong>Pull Companies</strong><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/J51B3N3BTRVK/select-customer-types-png.png" alt="select-customer-types-png.png" class="embedImage-img importedEmbed-img"></img></li> <li>You will now have a list of companies in those categories. This gives you an opportunity to customize which companies you wish 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)</li> <li>Once all companies you want to be imported are selected, click <strong>Create Companies<img src="https://us.v-cdn.net/6032361/uploads/migrated/RZWOUV2ZOP1N/select-customers-png.png" alt="select-customers-png.png" class="embedImage-img importedEmbed-img"></img></strong> </li> </ol><div data-hs-callout-type="note"> <p>Want to use this integration to <a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fkaseya.vanillacommunities.com%2Fkb%2Farticles%2Faliases%2Frocketcyber%2Fhc%2Fen-us%2Farticles%2F360018050778" rel="noopener nofollow">automatically open/close tickets in your PSA when you receive a RocketCyber security incident</a>?</p> </div> </article> </main>