Admin > Settings > Tab "API Keys" > Add new:
Enter name "SO" and click "Generate API Ke, copy key:

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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.
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Import companies - Map - Save mapping
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Click checkbox to enable

Select Flexible assets to import ("Import" checkbox)

Select fields for selected flexible assets to sync (button "Select") - mark fields to sync in a popup, click save.

Click Import to bring data into a system.
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Click checkbox to enable

Select Fields to download

Map required field in "Fields to map"

Click "Save mapping"

Navigate to the next tab "Configuration selection"

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

Click "Import Configurations".
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Click checkbox to enable

Select Fields to download

Click Import
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Enable SSLs sync:

Settings > Flexible assets:

Review groups, grades and columns. Reorganize the sort order of columns and show only essential data
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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)
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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.
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