This article provides instructions on how to integrate SuperOps.ai with Lifecycle Manager to pull configuration items from SuperOps.ai. You can either opt to use a technician or an admin account to generate the API token.
The admin account grants full permissions for all the assets associated with that account, thus enabling the synchronization of all assets to Scalepad. You can also choose to use a technician API token, where only the assets authorized under that specific technician's account will be synced to Scalepad.
Integration steps in SuperOps.ai
Integration steps in Lifecycle Manager
Add SuperOps.ai API credentials to Lifecycle Manager
Integration steps in SuperOps.ai
Subdomain name in SuperOps.ai
Sign in to SuperOps.ai with your Administrator credentials
Navigate to Settings > My MSP
Click MSP information and make a note of the "subdomain name". For example,
lifecyclemanager.superops.ai.
The subdomain is entered in "MSP Subdomain", and then SuperOps.ai "Add Integration."
Integration steps in SuperOps.ai for admins
Prerequisites
The following is required for integrating SuperOps.ai with Lifecycle Manager:
You must have Administrator user credentials for your SuperOps.ai account
You must have Administrator user credentials for your Lifecycle Manager account or
member permissions of Manage Sync Settings selected
Generating API tokens in SuperOps.ai
To generate API tokens, navigate to
Settings > Profile information > API token
Click the Generate Token button or copy the already-generated token as shown below.
Once the token is generated, copy the API token and store it in a safe location.
Hit Save once you are done.
If you want to re-generate your API credentials, simply return to the page and click Generate Token. Any previously generated API token will be invalidated.
💡SuperTip: You can also generate API tokens from our Marketplace. To do that, navigate to Marketplace > Lifecycle Manager
Integration steps in SuperOps.ai for technician accounts:
Prerequisites:
If you use custom role API tokens instead of Admin API tokens, please ensure that the following permissions are enabled for the assets. To set up permissions, navigate to
Settings > Roles and Groups > Technician Roles
Click Create to create a new role for use with the Lifecycle Manager integration (i.e., the LM integration role) with the following permissions:
Under Client Settings > Client, set permission to View only.
📝Note: Please ensure that “All Clients” permissions are enabled, so that all asset data associated with those clients will be synced with Scalepad. If not, only the asset data associated with that particular technician will be synced.
In Client Settings > Site, set permission to View only.
Under Asset Management > Asset, set permission to View
In Asset Management > Asset, set permission to Edit (This is only required if you
plan to implement Two-Way syncing)
Under Asset Management > Asset Views, set permission to View only
Enter a name for the Technician Role. A description is optional. In the following example, we have used the LM Integration Role.
Click the Save button.
Generating API tokens:
To generate API Tokens,
Sign in to your SuperOps.ai account and navigate to Settings > Profile Information >
API Tokens.Click the Generate Token button or copy the already-generated token as shown below.
Once you are done, hit save. You will use this technician API token to set up the
integration in Scalepad.
Integration steps in Lifecycle Manager
Add SuperOps.ai API credentials to Lifecycle Manager
From Lifecycle Manager, navigate to Integrations and click the Add Integration button.
The Add Integration page will open. Select SuperOps.ai.
Enter the following information into the SuperOps.ai add integration page.
MSP Subdomain
API Token
Click Save SuperOps Setup.
When you click Save SuperOps Setup, Lifecycle Manager performs a full sync. When finished, you should be able to view your hardware assets in your account.
What’s next
How to adjust your SuperOps.ai sync settings
How to adjust your SuperOps.ai sync settings
Use this guide to adjust any sync settings for your SuperOps.ai integration in ScalePad
Lifecycle Manager. Navigate to Integrations, and select SuperOps.ai.
Three settings can be adjusted for your SuperOps.ai integration:
Only sync assets checked in—synchronize hardware assets within a specified period of time after they were last checked into SuperOps.ai.
Enable Two-Way Sync Fields in Lifecycle Manager
Only sync assets checked-in
This setting will make Lifecycle Manager only sync hardware assets that have last checked into SuperOps.ai within certain time frames.
Select an option from the drop-down menu.
Within past 30 days
Within past 60 days
Within past 90 days
All assets (no check-in limit)
Click Save SuperOps Setup.
Enable Two-Way Sync Fields
These dates are queried by Lifecycle Manager and written back into SuperOps.ai.
Under Enable Two-Way Sync Fields, select the appropriate boxes to enable Two-Way Sync for these fields
When you're finished, click SuperOps Setup.
