IT Glue API Token
Navigate to your IT Glue, create a token for Connection:Strategy Overview Integration
Strategy Overview Settings > Integrations > Add Integration > IT Glue Data
Input URL https://api.itglue.com
Input token key (from the previous step)
Click Add Integration.
Map Companies
Flexible Assets
Enable Flexible Assets sync:Configurations
Coming in the September 2024 release
Web Domains
Coming in the September 2024 release
SSLs
Coming in the September 2024 release
Flexible Items Module Settings
Enable Flexible Items Module
Settings > General > Modules > Flexible assets
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)
Flexible Items Part on Report
Settings > Strategy Templates > Pick your template > Parts > Add Part
Add Flexible Items Part. You can consider calling it "Technology Items"
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.
Updated over a week ago