Skip to main content
All CollectionsIntegrationsData Integrations
IT Glue Integration
IT Glue Integration
Updated yesterday

  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. Allowlist 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

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

    2. 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

    3. Input token key (from the previous step)

    4. 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. Be mindful about only importing fields that will be important for decision making.

    4. Click Import to bring data into a system.
      ​


      ​

  5. 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".
      ​
      ​

  6. Web Domains
    Enable Domains sync:

    1. Click checkbox to enable

    2. Select Fields to download

    3. Click Import
      ​
      ​

  7. SSLs

    1. Enable SSLs sync:

      1. Click checkbox to enable

      2. Select Fields to download

      3. Click Import
        ​
        ​

  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.
      ​
      ​

  11. 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.
      ​

    2. Edit in mass in settings
      Profile > Settings >Strategy Templates > Parts > Assessment > Click on individual items or export to excel
      ​


    ​
    ​

Did this answer your question?