Automated Client Mapping

Background information

A client's name may vary slightly across different integrations, posing a significant challenge to data processing as they might be recognized as separate clients.

The Automated Client Mapping feature addresses this issue by mapping the client names in your primary integration to those in your other integrations, identifying matching client names and establishing mapping relationships.

When client names differ across integrations, you can manually associate them to unify the client name.

Supported integrations

The Automated Client Mapping feature is no longer available only for the pre-set ConnectWise Manage, Autotask, Halo, IT Glue, Simplesat, Kaseya BMS and SyncroMSP integrations; you can now customize integrations that you want to map, refer to How to customize an integration that you want to map.

Required permissions

Only admins can configure the Automated Client Mapping settings.

How to use client mapping

Once you have Associated client names for mapping failed integrations in Automated Client Mapping, submit a request through our Help Center for our support team to make client names you mapped take effect and create the dashboards filtering by client names for you.

When does the client mapping update automatically

Automatically refresh at 3:00 AM CST time every day.

How to set the primary integration

1. Go to Settings > Automated Client Mapping.
   
   
   
   
2. Click Integrations to view your integrations and confirm the ones you want to map.
   
   
   
   
3. For Primary Source,
   
   The list shows the integrations that you have successfully connected.
   • When you set up the PSA platform in Get Started with the integration supported by Automatic Client Mapping, such as ConnectWise Manage, and the integration will automatically be set as the default primary integration.
     
     
     
     
     
     
   • When the PSA Platform you set up in Get Started is an integration that is currently not supported by Automatic Client Mapping by default, such as ConnectWise Automate.
     1. Click Set as Primary. 
        
        
        
        
     2. Click Confirm.
        
        
        
        
4. Click Save to keep your settings.
   
   To successfully set up automated client mapping, at least two integrations are required, including one primary integration and at least one normal integration.
   So after setting up a primary integration, you also need to configure at least one normal integration. For more detailed information, refer to the next section How to customize an integration that you want to map.
5. After creating, your settings will take effect at 3:00 AM CST.
   
   • You can view and associate client names for mapping failed integrations after 3:00 AM CST.
   • You can also manually trigger client mapping. For more detailed information, refer to How to manually trigger client mapping.

How to customize an integration that you want to map

Follow the below steps to customize an integration that is not pre-set but is already connected.

1. Create a client mapping.
   
   • Click the Configure button in the row of the integration where the Auto Mapping Status column is Unconfigured. 
     
     
     
     
   • Click the + Dataset button for an integration at the dataset level, such as Dropbox, OneDrive, and SQL Agent integrations.
     You can create multiple client mappings for an integration based on the different datasets.
     
     
     
     
2. Select a dataset from the Dataset list that contains the client's name needed for mapping in this integration.
3. Select a field for the client names from Field list.
   
   
   
   
4. Click Save.

How to associate client names for mapping failed integrations

1. In the Client Mapping window, click the Edit button corresponding to the client with a Not Mapped Mapping Status. 
   
   
   
   
2. When the Client Mapping pop-up window appears, go to the Client field and type the client name with the Not Mapped status. 
   
   
   
   
3. Next, go to the dropdown list for the PSA that encountered the Matching Failed error and check the checkbox for the client name.
   • If there are too many options, you can type the name to quickly find the specific option you need to check.
   • You can check multiple client names when your integration has multiple names.
     
     
     
     
   • When you want to ignore some integrations, for example, integrations that are not the main source of your data, you can check the Ignored button.
     The integration's status is displayed as Ignored.
     
     
     
     
4. Click Confirm.

How to edit the customized integration

1. Go to Settings > Automated Client Mapping.
   
   
   
   
2. Click the button.
   
   
   
   
3. To edit the customized integration,
   • Click the Configure button in the row of the integration where the Auto Mapping Status column is In Progress or Done.
     
     
     
     
   • If you want to edit the integration at dataset level, click the button.
     
     
     
     
4. In Configure popup, 
   • Select a dataset from the Dataset list that contains the client name needed for mapping in this integration.
   • Select a field for the client name from Field list.
     
     
     
     
5. Click Save.

How to manually trigger client mapping

1. Go to Settings > Automated Client Mapping.
   
   
   
   
2. Click the button.
   
   
   
   
3. Click Trigger Mapping button to manually trigger client mapping.
   
   
   
   
      *   Client Mapping can only be manually triggered once per hour.
      *   Within 1 hour after manual triggering, regardless of whether client mapping is running or completed, the Trigger Mapping button is disabled. You can trigger client mapping again after 1 hour.
   
   
   
   

How to filter out clients that don't require mapping

Follow the steps below to filter out clients that do not need to be mapped, such as inactive clients.

1. Go to Settings > Automated Client Mapping.
   
   
   
   
2. Click the  button. 
   
   
   
   
3. Set the conditions for the Filter according to your needs. 
   
   
   
   

4. Click Save. Then the mapping list will only display the filtered integration.

How to quickly filter successfully mapped clients

To filter out successfully mapped clients in the integration.

1. Go to Settings > Automated Client Mapping.
   
   
   
   
2. There are 2 methods to filter and view the successfully mapped clients in the integrations.
   • Method 1: 
     1. Click the number of the integration on the left side of the page.
        
        In this way, you can only filter mapped clients of one integration at a time.
        
        
        
        
     2. Then the mapping list only shows the successfully mapped clients in the integration.
        
        
        
        
   • Method 2:
     1. Click the    button next to the integration, then check Mapped and click Confirm.
        
        
        
        

     2. Then the mapping list only shows the successfully mapped clients in the integration.

        You can filter successfully mapped clients of multiple integrations simultaneously.
        
        
        
        
   • If you want to clear the filter, click Reset.
     
     
     
     

How to delete integrations you do not want to map

1. Go to Settings > Automated Client Mapping.
   
   
   
   
2. Click the button.
   
   
   
   
3. Click  the   button in the row of the integration you don't want to map.
   
   
   
   
4. Click Remove.
   
   
   
   
5. Click Save to keep your settings.

How to apply client mapping in your dashboard or report

The steps below use adding a slicer to a dashboard as an example to apply client mapping, and the same applies to reports.

1. Navigate to Dashboards on the MSPbots app.
2. Search for the dashboard that needs updating.  
3. Add a slicer. Start by clicking the Design button on the upper right section of the screen. 
   
   
   
   
4. Next, click Add Widget.
   
   
   
   
5. On the Add Widget window, click Slicer List then search for Mapped Client Names Slicer which you can find in the Slicers Template tab.
   
   
   
   Refer to How to Create a Slicer in Widgets for instructions on setting up slicers.
   
   

6. Select your slicer and click Add. 
   
   
   
   

7. The slicer you add appears in the dashboard.
   
   
   
   

   *   The QueryParams in the slicer you add to the dashboard or report will trigger the automated client mapping.



   *   If you want to filter data for a certain client in a dashboard, see How to Filter Data for a Specific Client in Dashboards.

How to re-add a deleted integration

1. Go to Settings > Automated Client Mapping.
   
   
   
   
2. Click the button.
   
   
   
   
3. Click the Add button in the row of the integration you want to remap.
   
   
   
   
4. Click Yes.
   
   
   
   
5. Click Save to keep your settings.

How to access old client mapping

1. Go to Settings > Automated Client Mapping.
   
   
   
   
2. Click Open Old Version.
   
   
   
   
3. The Old Client Mapping page is read-only and cannot be configured.
   • Company Name is the name of the company you use in MSPBots.
   • Integration is the integration that you want to set up.
   • Integration Company Name is the company name that you set up in that integration.
     
     
     
     

If you want to know more about the migration information regarding old client mapping to the new version, refer to Deprecation of Old Client Mapping.