Integrating your tools with Lifecycle Manager is crucial for optimizing asset management and streamlining operations. Integrations enable you to connect various RMM, PSA, Documentation, and Cybersecurity tools, allowing for data synchronization that enhances the accuracy and efficiency of reports.
Navigating to the integrations center
The ScalePad integration center can be accessed directly from the ScalePad Hub by clicking Integrations in the top navigation bar:
Alternatively, it can be accessed from within Lifecycle Manager by hovering over the settings icon in the upper right of the screen and clicking Integrations from the drop-down menu:
Using the integration center
If you have existing integrations, they are listed here, with information associated with each one.
- Integration - The name of the integration.
- Hardware synced - The total number of hardware assets synced from the integration into ScalePad.
- Software synced - the total number of software assets synced from the integration into ScalePad.
- Credentials - The credentials used to provide ScalePad access to the integration.
- Two-way sync - Whether Two-way sync is enabled for the integration.
- Last sync - The time elapsed since the most recent sync attempt.
- Status - Whether the last attempted sync was successful.
- Log - A link to the sync logs for the integration.
Managing your Integrations
To manage your integrations, use the action buttons at the top right:
- Add (+): Click this button to add a new integration. This will take you to the integration collections page, where you can connect additional platforms.
- Refresh (⟳): Use the refresh button to manually trigger a sync for all integrations, ensuring that your data is up-to-date.
Adding Integrations in Lifecycle Manager
Upon clicking the Add (+) button, you will land on a categorized list of supported integrations, such as RMM (Remote Monitoring and Management), PSA (Professional Services Automation), Documentation, and Cybersecurity tools.
Finding and selecting integrations
At the top of the page, you will find search and filter options:
-
Search Bar: Use this to quickly locate specific integrations by typing the name.
- Type and Data Types Filters: These filters refine the displayed integrations based on your requirements.
Available integration types
- RMM (Remote Monitoring and Management): Integrate with platforms like ConnectWise RMM, ConnectWise Automate, Kaseya VSA, Atera, Kaseya VSAX, and more. These tools enable real-time monitoring, maintenance, and management of client devices, giving you detailed insights into the assets you manage.
- PSA (Professional Services Automation): Integrate with tools like ConnectWise PSA, SuperOps.ai, Datto Autotask PSA, BMS by Kaseya, and more.
- Documentation Tools: Connect with documentation platforms such as Hudu, IT Glue, and N-Able Passportal.
Available integration data types
This Data Type filter allows you to narrow down your integration search by specifying the type of data you want to include. You can select individual data types by checking the corresponding boxes.
The Data Type dropdown presents you with several options:
- Hardware: Syncs hardware assets such as computers, servers, and networking equipment.
- Software: Includes software-related data, such as operating systems or installed applications.
- Backups: Pulls backup-related information, crucial for monitoring data recovery and protection strategies.
- People: Syncs contact and user data, useful for linking individuals to specific assets.
Setting up Integrations
- Select an integration: Click on the integration tile that corresponds to the tool you want to connect.
- Follow setup instructions: Each integration setup article guides you through its specific setup process, which generally involves creating and entering API credentials or login information.
- Adjust settings: Customize the integration settings to match your workflow needs, such as asset synchronization preferences or data filtering options.
Available data in Integration setups
The Available Data section, displayed on the right side of an integration setup page summarizes the types of data being synchronized from your selected integration, helping you understand the information being pulled into Lifecycle Manager and identify any potential gaps, such as missing software or personnel data.
Here’s how you can utilize this information to manage your data effectively:
Data categories
- Hardware: Displays the number of hardware assets being synchronized. In this example, 1,854 hardware assets are available from Connectwise PSA.
- Software: Indicates the number of software items being synced.
- Backups: Represents backup-related data.
- People: Refers to user or contact data.
Additional articles to read