IT Glue is a data integration that syncs Configurations, Flexible Assets, Domains, and SSL Certificates into Strategy Overview. You can use IT Glue alongside a PSA integration or on its own as your source for technology data.
IT Glue data flows into Strategy Overview's Technology Module as Flexible Items. Each Configuration type or Flexible Asset type becomes its own Flexible Item Group. This is the same place where PSA configurations land, so your team has one unified view of technology data regardless of where it comes from.
A note on naming: IT Glue's "Flexible Assets" and Strategy Overview's "Flexible Items" are not the same thing despite the similar names. Flexible Assets are what IT Glue calls its custom asset types (backup solutions, ISP information, etc.). Flexible Items are how Strategy Overview organizes all imported technology data in the Technology Module - both IT Glue Flexible Assets and Configurations become Flexible Items once they're in Strategy Overview.
What IT Glue syncs
IT Glue brings in four data types:
Configurations: Devices and assets tracked in IT Glue
Flexible Assets: Custom asset types you've defined in IT Glue (e.g., backup solutions, ISP information, software licenses)
Domains: Domain registrations and expiration dates
SSL Certificates: SSL certificate details and expiration dates
Choosing your source of truth
If you have both a PSA and IT Glue connected, you may have overlapping data (like workstations appearing in both).
Strategy Overview doesn't merge duplicates, so pick one source per data type and only import each type from one place.
Most MSPs bring physical assets (workstations, servers, network devices) from their PSA and use IT Glue for documentation types like domains, SSL certificates, and Flexible Assets. But the right choice depends on where your data is most complete and accurate. If your IT Glue Configurations are better maintained than what's in your PSA, use IT Glue for those.
If you're only using IT Glue (without a PSA), you can bring in all your data types through IT Glue.
Create an API key in IT Glue
In IT Glue, go to Admin > Settings > API Keys tab
Click Add New
Name: Strategy Overview
Click Generate API Key and copy the key
If your IT Glue environment requires IP whitelisting, add the Strategy Overview IPs before connecting. See the IP Allow List article.
Add the integration in Strategy Overview
Go to Settings > Integrations > Add Integration > IT Glue
URL: Enter the base URL for your IT Glue datacenter:
North America: https://api.itglue.com
Australia: https://api.au.itglue.com
Token: Paste the API key you created
Click Add Integration
Map companies
Import your IT Glue organizations and map them to the corresponding companies in Strategy Overview. If a company already exists with the same name, it will attempt to auto-map. Otherwise map them manually or use Create Unmapped for the rest.
Once you've mapped companies from your PSA, new PSA company imports will automatically map to IT Glue as well.
Import Configurations
Follow these steps to enable and configure Configurations sync:
Enable Configurations sync
On the Fields Selection tab:
Fields to download: Select the fields you want to bring in. Be intentional: only import fields that are useful for decision-making and strategic planning.
Fields to map: Map your IT Glue fields to Strategy Overview's special fields:
Serial Number
Purchase Date
Expiration Date
RAM
OS Type
Manufacturer Name
Click Save mapping
On the Configuration Selection tab:
Set your filters for Companies, Types, and Statuses
Click Import Configurations
If you're also connected to a PSA, avoid importing the same type from both sources to prevent duplicates. Pick one source per data type.
Import Flexible Assets
Follow these steps to select and sync Flexible Asset types:
Enable Flexible Assets sync
Select the Flexible Asset types you want to import (check the "Import" checkbox for each)
For each selected type, click Select to choose which fields to sync. Only import fields that are useful for decision-making - don't import everything and clutter the view.
Click Import
Pay attention to the "Quantity of Items" column - types with zero items across all companies are blank and don't need to be imported.
Start simple. You don't need to import every Flexible Asset type on day one. Common types to bring in early include backup solutions, ISP information, and software licenses - these tend to come up most in vCIO conversations. You can always add more types later as your process matures.
Import Domains and SSL Certificates
For each, enable the sync, select the fields you want to download, and click Import. These are useful for client-facing Reports that cover web presence and security.
Next steps after importing
Once your IT Glue data is in Strategy Overview, there are a few things you'll want to set up to get the most out of it:
Configure the Technology Module - Review your Flexible Item Groups, set up columns, grades, and colors. If your account doesn't have the Technology Module enabled yet (older accounts may not), you can enable it under Settings > General > Modules. See the Technology Module article for the full walkthrough.
Add technology data to your Reports - Add a Flexible Items Part to your strategy template so IT Glue data appears in your client Reports. See the Technology Module article for details on setting up Parts.
Relate Flexible Items to Assessment Items - This is one of the most valuable parts of the integration. When you link a Flexible Item Group to an Assessment Item, the data from IT Glue appears right alongside the assessment question, giving your vCIO real context for grading and making assessments significantly faster to fill out. See the Relating Flexible Items to Assessment Items section in the Customizing Your Assessment article for setup instructions.