SherpaDesk Integration

Modified on Wed, Oct 18, 2023 at 2:38 AM

This is one of the most commonly used & easy to set up PSA Integration supported by CyberCNS.
Some of these screens are likely to change as we go on continue adding more features.

Select Integrations

Navigate to Global Settings() > Integrations and choose SherpaDesk from the integrations listed.

It will lead to a page to add credentials for your SherpaDesk Instance. Provide details as requested.

Enter Credential Name: Choose a name of your choice for the credentials to be added.
Enter API Key: Enter a SherpaDesk API Key for the credentials to be added.

For how to get the API key in SherpaDesk, refer to this link https://help-desk-migration.com/help/find-api-token-sherpa-desk/.

Once all the details above are provided, SAVE the data. Likewise, can add multiple credentials in this section using the '+' sign.

The next step is to map local companies in CyberCNS to SherpaDesk companies corresponding to the selected domain.

In Company Mapping, there are three rules to be set. Those are Event Set, Integration Profile, and Manage Company Mapping.
Under the Event Set, click on +Add to add the Alert Rule.

Here we have a set of Events, that you would like to get notified on. Those events are Agent, Company, Asset, Ports, Remediation, and AD Audit.
Enter the Event Name and select the Events as required.
Every Category has a set of events/alerts under them which needs to be selected as per the requirement

e.g. Asset category has below listed alerts and selection of all or any is allowed.

For the Ports category, has the below-listed alerts, and the selection of all or anyone is allowed.

For the Remediation category, selection of Remediation by Company OR Remediation by Assets OR Remediation by Product, Remediation by Asset and Product is allowed, and Enable Remediation for Critical and High Severity(Select any one of them to group the information accordingly).

For the Vulnerability & Azure error category, below is the list, and selection of all or any is allowed.

For the AD Audit category, below is the list of alerts that are available, and the selection of all or any is allowed. (Make sure to select the needed as it will create tickets based on the events).

For the Azure AD Audit and Unquoted service path category, the below-listed alert, and selection is allowed.

Choose the listed events to set up CyberCNS Alerting as required.
Choose the Vulnerability alerting events that should be notified on selected channels.

There is an option to Edit, Delete, and Set as default for the Notification Rules using the Action column. The listed Notification Rule can be edited and deleted as needed.

To confirm the Set as default action, select Yes or No in the confirmation dialogue box.

Once the event is set to default, under Is Default column the status can be seen.

Users will be able to set notification rules from integrations right away for conditions listed under it.

Enter the Name, Select the credential and fill out all of the required fields in the Integration Parameters.
Once the below details are provided, click on Save.

There is an option to Edit, Delete and Set as default under the Integration Rules using the Action column. The listed Integration Rule can be edited or deleted as needed.

For setting the newly created Event as the default, select the option Set as Default.
To confirm the Set as default action, select Yes or No in the confirmation dialogue box.

Click on Manage Company Mapping.
Choose Sherpadesk Credentials from the dropdown and click on + Add to add Integration Mapping for specific companies.
In New Company Mapping, choose the SyncroMSP Credentials which are listed. (These are to be added under the Integration section for SyncroMSP).

Import Companies from Sherpadesk:- To import multiple companies listed under SyncroMSP to CyberCNS at a time.

Map Existing Company to a Sherpadesk company:- To map an existing company in CyberCNS to the existing company under SyncroMSP.

To import multiple companies from SyncroMSP, choose Import Companies from SyncroMSP, and click on Next.

In the below image, the company can be searched using the search option given.
The Page Size shows the rows per page that can be displayed for search results and the Page shows the number of pages that can be displayed for a search result.
Click on Get Companies to show the list of the companies as requested in the search column.
Once searched as per the choice or the requirement it displays the search result in the Select Companies dropdown.
In case you want to manually search the company, you can simply click on the drop-down of Sherpadesk Companies and it will list all companies available under SyncroMSP.

Once the company is selected, it shows as an additional entry below. It can be deleted or click on Next to proceed further.

Now click on Finish to import all the selected Sherpadesk companies. This completes importing companies from Sherpadesk.

In case the local company is already created to be mapped with Sherpadesk company, then select Map Existing Company to Sherpadesk company and click on Next.

As shown in the below image, select the Local company and Sherpadesk company by using a dropdown or with the search bar as per the requirement.
Once the company is selected click on ‘Add' to select the company and click on Finish to map all the selected Sherpadesk companies.

Please choose/select the No Notification option only if no notifications are required using this integration and click Add
Once all the fields are provided, click on Finish.

Selected companies are shown in the image below, along with details such as Existing Company Name, Company Name, and Mapped Date.
Here click on Copy Settings to Copy the company mapping settings to other company mappings.

To copy the settings, select the desired company mappings and click on Update. This will copy the event set, integration profile, and ticket creation fields from the source company mapping to the selected target company mappings.