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Before starting to connect an integration, please read:
The Datto RMM integration allows you to sync over:
- Companies
- Devices
You will need to enable the API before attempting to sync.
You will need from Datto RMM:
- API Key
- API Secret Key
- API Endpoint
Setting Up the Integration
- Log into Datto RMM
- Select your username at the top
- In the Setup Section, choose users
- Click the name of your user, or the one attached to the API
- Once selected, this menu will open, these items in the red box are what you need. The Secret Key will show once you regenerate the key
- Select Regenerate API Key
- This will give you two new APIs. One Basic Key and one Secret Key
- Save the Secret Key or copy it immediately - once you leave the page you will no longer be able to copy the Secret Key
- Another important note, if you regenerate a new API key, it changes both keys, so before copying the first key, regenerate or there will be an error
- Be sure to hit save on your User details page - Bottom left next to Close
- Copy the 3 important components into their respective fields
- Save Settings in your Hudu integration page
- Select the Test Connection Button to ensure it was set up correctly
- If the test was successful, start the sync
- The page will have to be refreshed after a couple of minutes to be sure the information was pulled in
- Then go To Match companies
- Hudu will create matches if the company doesn’t already exist or locate one with the same name
- Matches can be changed later but be sure they all match before assigning
- Once the matches have been made - navigate to the edit settings page
- Select which asset will be the primary location of items to be moved to
- Individual items can be moved/reassigned later
- If there are multiple device types, add sort rules
- Sort rules take priority over the primary sync location. Any item that does not get set to this filter, will be moved to the primary sync location
Notes
- In order for a company/client to be matched from Datto, it must have at least 1 device. Otherwise, it can't be found in the Match Companies List.