PSA Integrations Hub by SonicWall

This document describes how MSP Partners can use PSA Integrations Hub via MSPCentric portal to integrate their choice of PSA vendors and manage through SonicPlatform/MySonicWall. This integration helps automate the invoicing and billing of monthly security services and asset documentation for MSPs to their PSA platforms:

• ConnectWise Manage PSA
• Datto Autotask PSA
• Halo PSA

As part of SonicWall's integration with these PSA Platforms, MSPs get:

• Automated accounting & billing - The integration creates & updates Additions/Services to the integrated PSA platforms for SonicWall products billed via Monthly Billing  Program.
• Automated asset documentation - The integration creates & updates Configurations to the integrated PSA platforms for SonicWall Network products.

Topics:

• About PSA Hub Portal
• Prerequisites
• Setup PSA Hub on SonicPlatform/MySonicWall
  • Manage PSA Operators
• Connecting your PSA on PSA Hub Portal
• Connecting your SonicPlatform/MySonicWall on PSA Hub
  • Billing Reconciliation (Monthly billings)
  • Asset documentations (Asset documentations)
• Additional Settings
• Validation

About PSA Hub Portal

PSA Integrations Hub is powered by MSPCentric and available for all SonicWall MSP Partners to integrate their choice of PSA (Professional Services Automation) Platforms. The Managed Services provider (MSP) would like to centralize business operations for SonicWall products via standard PSA platforms i.e. ConnectWise Manage, Datto Autotask, Halo PSA etc.

PSA Hub portal on SonicPlatform/MySonicWall allows MSPs to sync the SonicWall products information to their PSA, allowing them to manage the customers via the PSA platform.

This document describes the steps that need to be performed to be able to configure the integration successfully.

Comparison with ConnectWise Legacy Integration

IMP: Please note that newer enhancements to the Integration will be made available on PSA Hub portal only. 

Prerequisites

By default, PSA Hub access has been provided to all the Service Provider Admins. Please raise a Customer Service support case if you don’t see it under your MSW account.

Before starting with the configuration, there are some prerequisites to be taken care of:

1. An MSW Admin account with PSA Hub access, part of a SonicWall SecureFirst Partner organization, to configure/manage the integration.
   1. If your organization has been migrated to new Org based hierarchy on SonicPlatform/MySonicWall, you must a Super Admin. Please refer to this article for more details about Org based architecture.
2. Companies/Accounts and Agreements/Contracts are already created in PSA Platforms.
   1. Refer to this article for Contract Requirements for Billing Reconciliation.
3. Services/Billings catalogues already created in PSA Platforms.
4. An API user is created in PSA platforms with appropriate access level. Please follow these PSA specific articles for a step-by-step guide:
   1. ConnectWise Manage Integration Guide
   2. Datto Autotask Integration Guide
   3. HaloPSA Integration Guide

Setup PSA Hub on SonicPlatform/MySonicWall

1. Login to SonicPlatform/MySonicWall using the admin credentials
2. Navigate to My Workspace → PSA Integrations. You should see two Tabs on this page, by default you’ll land on first tab “PSA Hub”. You’ll see the below options:
   1. “Configure” button – to initiate your organization setup to PSA Integrations Hub portal
   2. “Need Help?” button – redirection link to PSA Integration KB articles
   3. “Launch” button – grayed out until organization is setup on PSA Hub portal.
      
3. Clicking on the “Configure” button will setup your Organization on PSA Integrations Hub portal.
4. On successful setup, you’ll see a Success banner and you’ll see a message “Your Organization has been set up for PSA Hub” and “Launch” button gets highlighted.
   
5. On successful setup, “Configure” button gets replaced with “Manage” button which can be used to add more users as “Operator” (limited Admin) to PSA Hub portal.
   
   
   SonicPlatform screenshot
   
6. Clicking on the “Launch” button would open the PSA Integrations Hub page on a new tab.

Manage PSA Operators

MSP Admins can select additional users from their organization to add them as an Operator to PSA Hub portal. These Operators are limited admins and can’t change anything in the PSA Hub configuration but can perform basic/limited tasks like updating the Tenant/Company mapping and Product mapping.

• To add the existing users as an Operator, please click on Manage button.
  • Select the Organization users from the left pane and click on add and then hit Proceed button at the bottom.
  • To remove the existing operators, click on Operators from right pane and click on remove and click on Proceed button at bottom.

Connecting your PSA on PSA Hub portal

1. Click on Launch button on PSA Hub page, it will open the PSA Hub page in a new tab.
   1. Please follow this Quick Start Guide to configure your PSA Hub.
2. On PSA Hub page, select your PSA from the PSA vendors list to start the PSA connection
   
3. Selecting your PSA will open a PSA connection page, where you need to enter the connection details based on the PSA requirements. Clicking on any of the PSA will open a brief instruction with a detailed article for PSA specific requirements.
   1. ConnectWise connection example:
      
4. Please follow these PSA specific articles for a step-by-step guidance
   1. ConnectWise Manage Integration Guide
   2. Datto Autotask Integration Guide
   3. HaloPSA Integration Guide
5. On successful setup, PSA Hub pulls the Companies and Contracts lists from PSA

Connecting your SonicPlatform/MySonicWall on PSA Hub

1. Enter your MSW API key and MSW username to Authenticate and connect your SonicPlatform/MySonicWall product details. Please refer to the Generating MSW API Key section from MSW API guide to understand how to generate MSW API key.
   1. Please note that MSW API username is different from your MSW login name. Please reach out to CS team to know your MSW API username.
      
      
2. On successful connection, it pulls your Tenants and Products from SonicPlatform/MySonicWall. Click on Status button to update the API status.
3. Click Next for Billing Reconciliation.

Billing Reconciliation (Monthly Billings)

Once PSA is connected, you need to map your SonicPlatform/MySonicWall Tenants and Products to the Companies and Products from PSA for Billing reconciliations. This will help in syncing Monthly billing products to PSA platforms under selected catalogues. Refer to these articles to Reconciling Service Usage to your PSA:

1. Integration Account and Service Mapping
2. Service Reconciliation in the SonicWall billing tool.

Account mapping – This is required for syncing products under the selected Company/Account. Just drag and drop the PSA Company from left section search results to Tenants on right side.

Service mapping- you can skip this step, if you don’t have any monthly products and want to sync configuration items only. For monthly billing sync, this is mandatory. Just drag and drop the PSA product names from left section search results to MSW services on right side.
 

Asset Documentations

Once PSA is connected, PSA Hub syncs the SonicWall network products to configuration items on PSA platforms for asset documentations automatically. The configuration types are created for these SonicWall Network Products-

• SonicWall Firewall
• SonicWall SMA 1000
• SonicWall Switch
• SonicWall Access Points

Please refer to this article - Configuration Items for more details. Configuration items are sync’d by default but can be disabled from Integrations page.

Additional Settings

• Sync Status- You can view the sync status for SonicPlatform/MySonicWall Products and PSA from the top “Sync Status” section. You can also run a manual sync for these.
  
• Currency Settings : PSA Hub users have a flexibility to select their choice of Currency on to reflect their Revenue. Navigate to Settings -> Other.
  

• Auto Sync Settings : PSA Hub users get flexibility to select the date/frequency they want to Auto sync the data from SonicPlatform/MySonicWall and to configured PSA. Navigate to Settings -> Data Sync.
  

IMP : Please note that SonicWall takes a monthly billing usage snapshot on 26th of every month. So, PSA Hub will be syncing (manual/auto) the data based on last available license report in SonicPlatform/MySonicWall.

Validation

Monthly billing SonicWall products are sync’d as Services/Additions to connected PSA platforms under Accounts for the mapped catalogues by default. Network Products are added in Configuration Items/Assets under to the connected PSA platforms under Accounts/Companies.