Integrating SaaS Protection with Autotask and BMS

SaaS Protection now can be integrated with Autotask and BMS through Uniview, a cloud backup portal. This article describes the benefits of integrating and the tasks required to do so.

IMPORTANT  To perform the integration, you must be using the v3 SaaS Protection platform.

Integration benefits

Integrating provides the following benefits:

  • 24 hour backup notifications: If backups have not been successful for a particular service (e.g. Exchange) within the last 24 hours, notifications appear in Uniview and in Autotask or BMS.
  • Error alerts within PSA: Error alerts appear in Uniview and in Autotask or BMS. Currently, only the Unauthorized error type will be displayed.
  • Reduced technician workload: Integration reduces the number of actions required for technicians to resolve a problem as it reduces the need to access multiple systems.
  • Automatic ticket component: Enables tickets to be opened and closed based on partner preferences.

How it works

This integration allows you to automatically synchronize backup information between Datto SaaS Protection and Autotask or BMS via Unitrends. SaaS Protection sends backup notifications and error alerts to Uniview. Then, Uniview passes the notifications and alerts to Autotask and BMS, where tickets are created.

NOTE  Uniview is also known as Backup.net, Unitrends MSP, UniView 2.0.

Alerts and notifications as viewed on the Unitrends Dashboard.

Technicians can access service desk tickets within the Autotask and BMS applications. Here is an example of backup notifications listed in BMS.

Selecting a ticket displays the notification details.

Integrating

Integrating requires three tasks that must be performed in this order:

  1. Requesting access to Uniview - A Uniview account is required to integrate SaaS Protection with Autotask and BMS.
  2. Linking your Datto and Uniview accounts.
  3. Enabling your Autotask and BMS integrations.

 

To request access to Uniview, submit a ticket on the Integrations page in Datto Portal.

  1. Log into the Datto Partner Portal with your Administrator credentials.
  2. Select Admin > Integrations.
  3. Click the Uniview tab.
  4. The Uniview page displays the three tasks you will complete to integrate SaaS Protection with Autotask or BMS. Click the Request Access button.
  5. Complete the following fields:
    1. Company Name
    2. Company Address
    3. Primary Contact Name
    4. Primary Email
    5. Primary Phone Number
  6. Click Submit.

Your request will be processed within one to two business days. After access to your Uniview account is granted, you will receive a Welcome email from Uniview that includes your login credentials. Then, you can proceed to Step 2: Linking your Datto and Uniview accounts.

To link your Datto and Uniview accounts, you will access both accounts.

  1. Log into the Datto Partner Portal with your Administrator credentials.
  2. Select Admin > Integrations.
  3. Click the Uniview tab.
  4. In the Link Your Uniview Account & SaaS Protection section, click the Link to Uniview button.

  5. In the Uniview dialog box, click Login.
  6. In the Your URL box, enter your URL (included in your Welcome email).
  7. Click Next.
  8. Complete the following:
    1. Email
    2. Password
  9. Click Log In.
  10. In the Add Datto to Uniview dialog box, click Add. You are redirected to the Datto SaaS Protection Status page where a message confirms SaaS Protection has been linked with your Uniview account.
  11. Proceed to Step 3: Enabling Autotask or BMS integration.

To configure Autotask or BMS Integration, access the Unitrends Backup Portal Guide. The procedures for each are found on the following pages:

  • Integrating Autotask: Pages 179 - 192
  • Integrating Kaseya's Billing Management System (BMS): Pages 211 - 219