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IT Glue Integration

Updated over 2 weeks ago

Follow these instructions to integrate Strategy Overview with IT Glue:

  1. IT Glue Permissions

    1. API Token
      Navigate to your IT Glue, create a token for Connection:
      Admin > Settings > Tab "API Keys" > Add new:
      Enter name "SO" > click "Generate API Key > copy key:

    2. Allow list IPs
      If your IT Glue environment can only connect to allowed IPs please allow list the following IPs
      52.247.76.89
      52.247.76.111
      52.247.76.163
      52.247.76.166
      52.247.76.170
      52.247.76.201
      20.49.97.4
      ​

  2. Strategy Overview Integration

    Strategy Overview Settings > Integrations > Add Integration > IT Glue Data
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    1. URL
      Input URL
      The base URL is:

      https://api.itglue.com

      Partners with an account in the EU data center will use:

      https://api.eu.itglue.com

      Partners with an account in the Australia data center will use:

      https://api.au.itglue.com

    2. Token

      • Input token key (from the previous step)

      • Click Add Integration.
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        ​

  3. Map Companies

    1. Import

      Import companies > Map > Save mapping (Once you do this once, when ever you import a company from your PSA in the future it should add it into the IT Glue integration automatically)
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  4. Configurations

    Enable Configurations sync:

    1. Click checkbox to enable

    2. Select Fields to download

    3. Map required field in "Fields to map" Be mindful about only importing fields that will be important for decision making.

    4. Click "Save mapping"

    5. Navigate to the next tab "Configuration selection"

    6. Setup filters to import Configurations: Companies, Types, Statuses.

    7. Click "Import Configurations".
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  5. Flexible Assets

    Enable Flexible Assets sync:

    1. Click checkbox to enable

    2. Select Flexible assets to import ("Import" checkbox)

    3. Select fields for selected flexible assets to sync ("Select" button) > Mark fields to sync in a popup > Click save (Be mindful about only importing fields that will be important for decision making, do not import all fields and clutter the app)

    4. Click Import to bring data into a system.
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  6. Web Domains

    Enable Domains sync:

    1. Click checkbox to enable

    2. Select Fields to download (Be mindful about only importing fields that will be important for decision making, do not import all fields and clutter the app)

    3. Click Import
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      ​

  7. SSLs

    Enable SSLs sync:

    1. Click checkbox to enable

    2. Select Fields to download (Be mindful about only importing fields that will be important for decision making, do not import all fields and clutter the app)

    3. Click Import
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  8. Flexible Items Module

    1. Settings
      Settings > General > Modules > Flexible assets
      This module may already exist and be called Flexible Items or Technology (Older accounts did not have it preloaded)
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    2. Name
      We recommend naming this module: Technology
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    3. Add module to users
      Add the module to any users that should have access to this (Don't add to external users in a phase 1 roll out. Only roll it out to internal users)
      ​

    4. Settings
      Settings > Flexible assets
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    5. Columns
      Review groups, grades and columns. Reorganize the sort order of columns and show only essential data you will need to decide if something is healthy.
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    6. Missing Data?
      If you are missing relevant data this is an opportunity for you to find ways to get the data into IT Glue. For example: If you are trying to assess if a client has Bitlocker encryption, you should find a way to get the computer encryption status as a checkbox into ITG so then it syncs into SO and is accessible. Reach out to us if you need any recommendations.
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  9. Flexible Items Part on Report

    You can add IT Glue into a part on a report which is really useful to reference what the client has when preparing a report. Follow these steps:

    1. Settings > Strategy Templates > Pick your template > Parts > Add Part

    2. See if your instance already has a part called "Flexible Items" or "Technology" (Older accounts did not have it preloaded)

      1. If you have the part just enable it on build mode

      2. If you don't have the part:
        Add Flexible Items Part. We recommend naming this module "Technology"

    3. Click "Apply Part Settings to all drafts" to add the part to all open reports (If you don't click this, only new reports will see this new part) Please note that this script may take a little while to run for all reports so please leave the page loading until its done if you have a lot of reports.
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  10. Flexible Assets to Assessment Relationship Engine

    You can now associate IT Glue Flexible Assets with Strategy Overview Assessment items for a much faster assessment fill out process. There are two ways to create the relationships

    1. Edit template item on the report
      On Assessment, click pencil icon next to the item to edit the template item. Set the related item there.
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    2. Edit in mass in settings
      Profile > Settings >Strategy Templates > Parts > Assessment > Click on individual items or export to excel
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    3. Best practices
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      • Columns
        Configure columns to only show essential info for a vCIO to make a decision on if something is healthy
        ​

      • Filter
        Use the filter to filter inactive items and other things like Software categories. You can set the filter and then hide the column for a cleaner view
        ​

      • Arya AI Agent
        Arya will use your Item health standard and the IT Glue info based on what you show with columns to fill out your assessment
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  11. Support/Feedback

    1. Use the chat widget in the bottom right corner to ask any questions or provide feedback on the integration.

    2. Take screenshots or videos and paste right into the chat if you see any errors

    3. Let us know what you want to see improved with this integration.


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