Introduction
This article explains how to integrate Pulseway RMM with Pulseway PSA.
Prerequisites
You should have admin access to Pulseway RMM.
You should have admin access to Pulseway PSA.
Steps
Do the following on the Pulseway RMM side:
Go to Pulseway RMM > Integrations > PSA Integration.
Click Enable Integration. A page appears with the instance name and a token with four filters on - Critical, Elevated, Normal and Low.
Notification Filter: Uncheck or check whatever options you require. Once you check these notification filters, they will automatically create a PSA ticket with relevant information.
Copy the token to a notepad.
Click Save Changes.
Do the following on the Pulseway PSA side:
Go to Pulseway PSA > Admin > Service Desk > RMM Integration Settings.
Click New. A page opens with two tabs - General Settings and Asset Mapping, General Settings being the default open tab.
Under RMM Integration, the Enable button is selected by default. Leave it as it is.
Integration Name: Enter an appropriate integration name.
Integration Type: Select Pulseway RMM from the dropdown.
Pulseway RMM Token: Paste the token that you had copied from the Pulseway RMM app > PSA Integration page earlier.
Under Push CRM Accounts automatically to Pulseway RMM, click Enable.
Under Enable Periodic Asset Sync, click Yes.
Server Name: Enter your Pulseway RMM instance name. This will be in the xxxxxx.pulseway.com format.
In the Ticket Defaults section, do the following:
Status: Select the appropriate option from the dropdown.
Priority: Select the appropriate option from the dropdown.
Queue: Select the appropriate option from the dropdown.
Ticket Type: Select the appropriate option from the dropdown.
Ticket Source: Select the appropriate option from the dropdown.
Click Save. You will see a success message displayed on the top.
Once you save the integration, you will see four tabs - Ticket Priority Mapping, Accounts Synchronization, Assets Synchronization, and Integration Logs.
Go to Ticket Priority Mapping tab.
For each of the priorities on the left, select a Service Desk Priority from the dropdowns on the right. Notifications created in Pulseway RMM will trigger ticket creation based on what you define here.
Go to Accounts Synchronization tab.
By default, all accounts will appear here. You should map them one by one.
Check the box at the left most end of the account. Repeat the process for each account.
Click Next. You will see a green success message under the Import Results tab.
Next, go to Assets Synchronization tab.
By default, all assets will appear here. You can map them one by one or sync them all.
Check the box at the left most end of the account. Repeat the process for each account. Alternatively, you can check the box next to Asset Name and click Sync All Assets to sync them all at once.
Click Next. You will see a green success message under the Import Results tab.
You can check the logs under Integration Logs tab.
