PSA Billing Reconciliation

Reconcile your Keeper and PSA Billing with Gradient MSP

Overview

Through a third-party integration with our partners at Gradient MSP, Keeper MSP Admins gain a powerful high-level view of your entire billing process.

With the Keeper-Gradient MSP integration, MSPs can:

• Review client usage - no more surprises at month-end

• Instantly sync service consumption to your PSA

Identify opportunities to grow your business:

• Identify under-performing service offerings

• Zero in on opportunities to increase revenue and profit

GradientMSP currently integrates with the most popular PSAs:

• Connectwise Manage

• Datto Autotask

• BMS by Kaseya

• Syncro

• Pulseway

• HALOPSA

• Accelo

• Tigerpaw

• CloudBlue PSA

Keeper 101: Keeper - Gradient PSA Billing Reconciliation Video

Connect Gradient MSP to Keeper

1. Login to Gradient MSP Synthesize. If you don't already have a GradientMSP account, you can easily create one by providing your email address or SSO credentials.

   

   GradientMSP Synthesize Login

2. Navigate to the Integrations tab.

   

   Navigate to Integrations
3. Select the Keeper Security Integration card, and click Connect.

   

   Connect the Keeper Security Integration

4. Select Billing Only and click Continue.

   
5. Click Generate API Token and copy the Gradient API Key. Note that each integration is assigned a unique API Key. Save this key in a secure location. It will only be available once.

   

   Generate API Token

   

   Copy API Token
6. Click Open Vendor Portal. This will open a new tab with the Keeper MSP Console.

   

   Open Vendor Portal to Open the Keeper MSP Console

7. In the Keeper MSP Console, select the Custom Branding tab and click Setup under the Gradient MSP integration card.

   

   Click Setup on the Gradient MSP Integration Card
8. A modal will open where you will paste in your Gradient Key. Then click Test Connection and Save.

   

   Paste Gradient Key > Test Connection > Save
9. Return to Synthesize and click Next to complete the service and account mapping.

   

   Click Next to Begin Service and Account Mapping

Map Accounts and Services

1. Map your accounts by dragging the card from Synthesize on the left to Keeper Security on the right. When complete, press Next.

   

   Drag and Drop to Map Accounts

2. Exact matches are auto-mapped. The remaining can be searched by clicking the filter button or typing in the Synthesize search bar.

3. Map your services by dragging the card from Synthesize on the left to Keeper Security on the right. When complete, click Next.

   

   Drag and Drop to Map Services

4. Services can be searched by clicking the filter button or typing in the Synthesize search bar.

5. Finish Account and Service Mapping

   

   Finish Account and Service Mapping

6. A modal will pop up, letting you know you have completed all the steps and we are ready to receive data. Click OK to complete setup

   

   Click OK to complete Setup

7. Return to Keeper Security, you will see the integration card shows connected, with updated pending to be synced.

8. Click Sync Mapping

   

   Sync Mappings
9. The integration card will update to show Connected once the sync completes.

Please note you will need to sync mappings from Keeper every time you make changes to mappings in Gradient.

Reconcile in Gradient MSP Synthesize

Return to Synthesize, Refresh your page, and Reconcile!

Gradient MSP Reconciliation View

Important note for Datto Autotask users: Autotask does not support decimal values. All values written to Autotask will be rounded up.

Disconnecting the Integration

1. Login to Synthesize and navigate to the Integrations tab.

2. Filter to Connected Integrations

3. Select the Keeper Security Integration card, and click Configure.

4. Press Disconnect and Confirm.

Disconnecting this integration will remove the authentication settings and all account and service mapping. You can reconnect this integration, but you will need to remap your account and services.

For more information on the Gradient MSP platform and further instructions on the Synthesize platform, visit Gradient MSP at:

Let's take the hassle out of reconciling your vendor usage each month.www.meetgradient.com