Atera

• Access to retrieve Atera API credentials.
• Admin or super-admin user role within Hudu.

Integration Features

• Companies.
  • Create client spaces within Hudu directly from Atera companies, or seamlessly merge them into existing (already-created) client spaces.
• Contacts.
  • Pull contacts directly from Atera and easily sort them into an asset layout of your choice ("People", "Contacts", "Company A employees", etc.)
• Devices.
  
  • Pull device information from Atera; sorted into asset layouts based on set sort rules and your primary sync location(s).

What Hudu needs from Atera

• API Key.

Guides

Enabling Integrations

• Navigate to your Hudu admin area >> Integrations.
• Select Atera from the list.

Obtaining the Atera Information

• Navigate to the Atera dashboard >> Admin.
• Click on API.
• Copy the API key.

• Paste this into Hudu exactly.
• Save the settings.

• Start the sync. After inputting all settings and ensuring the connection was successful; start the sync to push initial data to Hudu from Atera (this is required before moving on).

Matching Companies

• The first time your integration connection runs successfully, it will attempt to bring in companies from Atera; these are then added to the Matched Companies List of that integration.
  • Navigate to the Hudu admin area >> Integrations >> and find Atera from the list. Click into it.
  • It should now have a button that says Match Companies.
  • Go through the list of companies and either bulk create/match all OR decide to:
    • Match the company to an existing (already created) client in Hudu;
    • Create a matched client within Hudu from an Atera company;
    • Leave unmatched, company (and corresponding data) will not be created/brought into Hudu.
• Once you have matched your companies, you must re-run the integration import to fill in all the data for the newly matched/created companies.

Default Sync Location

• Navigate back to your Hudu admin >> Integrations >> Atera ((Edit Settings)).
• Choose asset layouts (must be active asset layouts) from the list to designate as the default sync location.

Additional Options

• Choose whether you would like the following additional options to be automatically applied:
  • Auto-Update names of assets. If name is changed in Atera, the name will automatically be updated in Hudu.
  • Do not update basic company details. This will prevent the company details from being changed in Hudu if they are changed in Atera.

Sort Rules

Sort rules allow you to select which device types (from Atera) will be mapped into which asset layouts (within Hudu). They allow you to specify certain "rules" for asset types as to where they get placed; any asset types that are brought in, but are not told where to be placed via sort rules, will be placed into the corresponding primary sync location.

FAQ