Pulseway RMM

Updated November 21, 2024 21:15

Please note: If you are looking to setup an integration with Pulseway PSA, you will need to follow the Kaseya BMS integration guide (found here).

One native integration that can be set up within Hudu is Pulseway RMM.

Before setting up your Pulseway RMM integration, please read over our Understanding Integrations article to learn basic concepts and useful tips.

In order to set up an integration with Pulseway RMM, you will need:

Access to retrieve Pulseway RMM API credentials.
Admin or super-admin user role within Hudu.

At any time, you can come back to your Hudu admin area >> Integrations >> Pulseway RMM to make changes to the integration.

Integration Features

Hudu's integration with Pulseway RMM allows you to sync over:

Companies.
- Create client spaces within Hudu directly from Pulseway companies, or seamlessly merge them into existing (already-created) client spaces.
Systems.
- Pull system information from Pulseway; sorted into asset layouts based on set sort rules and your primary sync location(s).

What Hudu needs from Pulseway RMM

Pulseway Server Hostname.
Token ID.
Token Secret.

Guides

Enabling Integrations

Integrations can be enabled at any point during your Hudu environment testing and/or during production. Integrations can be merged into your existing documentation based on set rules; providing the ability to start with integration setup, or easily connect them at a later date.

To enable the Pulseway RMM integration:

Navigate to the Hudu admin area >> Integrations.
Select Pulseway RMM from the list.

If you're running on a Hudu version before 2.1.5.15, you'll need to select create integration.

Enter the Pulseway server hostname (FQDN) and your server credentials into Hudu exactly.
Save the settings.

Make sure to test the integration for a successful connection before continuing; do not continue on until you see a connection successful message display.

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

Matching Companies

Before your companies (and their corresponding data) from Pulseway RMM can be brought into Hudu, they must first be matched to companies that either already exists within your Hudu environment; OR to companies that you create now.

Hudu recommends matching one company first, for testing purposes, to ensure that your information comes over correctly.

The first time your integration connection runs successfully, it will attempt to bring in companies from Pulseway; these are then added to the Matched Companies List of that integration.
- Navigate to the Hudu admin area >> Integrations >> and find Pulseway RMM 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 a Pulseway 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.

Primary Sync Location

Primary sync location(s) serve as your "junk drawer" asset layout(s); storing the information that is being pulled in, but not otherwise told where to be placed.

The Pulseway RMM integration requires you to designate one primary sync location. This is systems.

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

If you don't see/have not created any asset layouts yet, you’ll need to create these. Visit Asset layouts for additional information!

Sort Rules

Sort rules allow you to select which systems (from Pulseway RMM) 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.

The asset layouts that you're choosing to sort into can be created beforehand (Hudu admin area >> Asset Layouts; ensure that they're marked active) OR you can create new asset layouts here.

Save your settings and stop/start your integration sync again to reflect your changes.

FAQ

How often do integrations sync?

Answer: Native integrations will automatically re-sync (update) every 3 hours.
You can also use either the global or the card-specific re-sync features to refresh native integration syncs at any point.

Why is my integration taking a long time to finish?

Answer: If the Pulseway sync has been loading for a significant amount of time (it can take up to 10 minutes), follow the steps below:

- Test the connection to ensure Hudu and Pulseway are communicating correctly.
- Verify your Pulseway credentials.
- Refresh the page (while a sync is actively running).
- Stop the sync and restart the sync.

Accidentally deleted an integration card, how do I get this back?

Answer: It should appear on subsequent re-syncs. If it is still not appearing, ensure that it has not been archived; and still exists in your sort rules.

Notes: Active integrations sync automatically every 3 hours; manual re-syncs can be performed either within an integrations’ settings page or by clicking the top right re-sync button.