Integration Collections

Integrating your tools with Lifecycle Manager is crucial for optimizing asset management and streamlining operations. Integration setups allow you to connect various platforms such as RMM, PSA, Documentation, and Cybersecurity tools, enabling data synchronization that enhances the accuracy and efficiency of reports.

Navigating the Integrations page

To begin setting up your integrations, navigate to the Integrations menu. On the Connected Integrations page, you can see a detailed list of all active integrations. Each connected integration is displayed with key metrics, such as the number of hardware, software, and contacts synced, along with the status of the latest sync.

sp-integrations-sync-log_table.png

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.

LM_integrations_collection_page.png

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.
    LM_integrations_collection_page_search.png
  • 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.
  • Cybersecurity: Breach Secure Now integration helps you review cybersecurity measures, protecting your network and clients from potential threats.

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

  1. Select an integration: Click on the integration tile that corresponds to the tool you want to connect.
  2. 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.
  3. 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.

LM_integrations_available_data.png

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