To set-up the integration with BrightGauge, you meet the following (2) prerequisites.
Connectwise SSO must be enabled
ASIO must be provisioned in your account with all the appropriate requirements
If you don't have either prerequisite, here are the steps you can follow:
ConnectWise SSO - Contact BrightGauge Support to get your account enabled with ConnectWise SSO. To see if your BrightGauge has ConnectWise SSO enabled, check in your account settings. For more information, see the BrightGauge SSO FAQs documentation.
ASIO - To provision Asio yourself, see the Asio Self Service in Home documentation. You must have BrightGauge product entitlements.
If you do not have Asio provisioned yet or need help with BrightGauge entitlements, please contact licensing@connectwise.com
The BrightGauge Integration is a paid add-on and will be 10% of your monthly invoiced amount
API Keys from BrightGauge
First you need to get API keys from BrightGauge. This happens in the ASIO platform which you can launch from home.connectwise.com
From the ASIO platform, scroll down to Integrations in the left pane and click ASIO Integrations. Search for Strety, click into the Strety tile
Locate the Client ID and Client Secret API keys and input those into Strety
Enter API Keys into Strety
Then take those two keys and head to Strety Adminland. As an admin or owner user type, you can get to the Integrations page where you will scroll down to the bottom and find BrightGauge
Powering Metrics with BrightGauge
For this part, let me show you with a video.
Syncing with BrightGauge | Snapshots
Upon a successful integration, Metrics will show the gauge powered number in the CURRENT WEEK. Go to your Scorecard's Edit View settings and toggle on Current Week
We will continue to update the Current Week value each day at 6am (in the metric creator's timezone); this is so you can see it's progress throughout the Current Week
On Sunday at 6am, we'll capture the last check-in for the Current Week, which is what you'll see when reviewing the Previous Week's check-in values in your Scorecard
Creating a Custom Snapshot Schedule
If you would like Strety to take the gauge snapshot at a different cadence & time than our default setting, you can open the metric and click Edit and save your preferred setting
Manually Syncing the Snapshot
You can always manually refresh the number to get the latest number when you check in. Click Sync Now from within any weekly check-in.
Note: You can manually refresh only every 5 minutes
Manually Overriding the Snapshot
If you want to manually override the number pulled from BrightGauge, check in the value and you'll see copy that states the manual update as well as an icon in the week's check-in
Let us know if you have any questions.