MSPbots integration in Team GPS streamlines your workflow by seamlessly connecting PSA Tool data with Team GPS, providing valuable insights into your team's performance and productivity. This guide walks you through the steps to integrate MSPbots into Team GPS, enabling you to leverage PSA Tool KPI data and customize settings for your specific needs.


TABLE OF CONTENTS


Setting up the MSPbots Integration


  1. Log in to MSPbots and navigate to Settings > Public API.
  2. Enable the Public API toggle.
  3. Create a new API key by clicking on "Add New Key," name it (e.g., Team GPS), set the type as custom, add an optional description, and save the key.
  4. Select the newly created key from the dropdown menu.
  5. Click "Add" under the dataset section.
  6. Search for "Team GPS ConnectWise Manage Member KPI Version 2" to find the ConnectWise KPI ticket version dataset.
  7. Select the dataset and click "Add Selected."


Integrating MSPbots with Team GPS


  1. Copy the API key from MSPbots. (Settings > Public API > Select API Key for Team GPS added in setup above)
  2. In Team GPS, navigate to Admin Settings > Integrations > Scorecard Integration.
  3. Toggle on the MSPbots integration.
  4. Paste the API key copied from MSPbots.
  5. Click "Save" to integrate MSPbots with Team GPS.


Note: This process can take up to 15 minutes to fully sync the data



Integrating your PSA Tool in Team GPS


Select your PSA Tool from the following list to be taken to the MSPbots integration documentation:


ConnectWise Manage - API Integrations Setup – MSPbots.ai
Autotask Integration Setup – MSPbots.ai

Kaseya VSA On-Premise Integration Setup – MSPbots.ai  


Note: This process can take up to an hour to complete the initial data sync



Custom Security Role for MSPbots and Team GPS


You can create a custom security role in ConnectWise Manage for the Team GPS, MSPbots dataset.

  1. Log in to ConnectWise Manage and navigate to System > Security Roles. Here you can create a new role or copy an existing role if it already has inquire access to the appropriate modules.
  2. Use the RoleID: MSPBots(Team GPS) to ensure you are leveraging the correct permissions.
  3. Ensure the role has access to the Corporate Level and you are not restricting board access.
  4. Set the appropriate Inquire permission for the security role.



Customizing the Team GPS KPI Settings in MSPbots


  1. Navigate to Apps and find the ConnectWise integration.
  2. Select the Team GPS package.
  3. Click on "Settings" and then "Team GPS KPI Settings."
  4. Customize options such as SLA priorities, productive time, and ticket types according to your preferences.
  5. Save the settings to apply customizations.


Conclusion


By following these steps, you can seamlessly integrate MSPbots with Team GPS and configure customized settings to leverage ConnectWise Manage data effectively. Monitor your team's performance, track productivity metrics, and gain valuable insights to optimize your workflow. Once integrated, data updates automatically, providing you with up-to-date information for informed decision-making.