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IT Glue Data Installation Instructions
IT Glue Data Installation Instructions
Updated over a week ago
  1. IT Glue API Token
    Navigate to your IT Glue, create a token for Connection:

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


  2. Strategy Overview Integration

    1. Strategy Overview Settings > Integrations > Add Integration > IT Glue Data

    2. Input token key (from the previous step)

    3. Click Add Integration.

  3. Map Companies

    1. Import companies - Map - Save mapping


  4. 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 (button "Select") - mark fields to sync in a popup, click save.

    4. Click Import to bring data into a system.


  5. Configurations
    Coming in the September 2024 release

  6. Web Domains
    Coming in the September 2024 release

  7. SSLs

    Coming in the September 2024 release

  8. Flexible Items Module Settings

    1. Settings > Flexible assets:

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


  9. Enable Flexible Items Module

    1. Settings > General > Modules > Flexible assets

    2. 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)

  10. Flexible Items Part on Report

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

    2. Add Flexible Items Part. You can consider calling it "Technology Items"

    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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