Integrations

What is an integration?

Integrations are a core part of Rewst. Simply put, an integration is the successful linking of the Rewst platform and a separate tool, to allow the free back and forth flow of information between platform and tool. Integrations are achieved with a variety of setup steps that will differ depending on the type of tool—PSA versus RMM, for example—and brand of tool type.

Why use integrations?

Once you’ve set up an integration, you can unpack Crates to achieve automations that depend on those integrated tools. More on Crates and how unpacking works can be found in our Crate documentation here.

Custom integrations

If Rewst doesn’t have an integration for your particular tool, you have the option to build one custom. Any tool that has an API can be integrated with Rewst via custom integration. We recommend that new Rewst users start with stock integrations, and complete all training in Cluck University before attempting custom integration builds.

Our intro to custom integrations can be found here. Information on how to set up custom integrations can be found here.

View integrations in Rewst

Access integrations that are both installed and available for installation in the Rewst platform by navigating to Configuration > Integrations in the left side menu.

View installed integrations

Uninstall any installed integration by clicking the ⋮ on its integration tile. You’ll be asked to confirm that you want to Delete the integration in a new dialogue. Click on any installed integration tile to view its configuration page.

Set up an integration

Each of our integrations has a separate integration setup and configuration guide, organized by type of integrated tool in this documentation site under the Documentation > Integrations > Individual integration documentation section of the left side documentation menu.

In the Rewst platform, search for any of Rewst’s integrations in the Find Integrations search bar at the top right of the Integrations page.

Click the +New button to reveal two options for how to set up a custom integration:

1. New Integration

2. Add OpenAPI Integration

Alternatively, you can kickoff the custom integration setup process by clicking + Add New Integration further down the page in the Get More Integrations section.

Map your organizations to finish integrating

What is organization mapping?

Organization mapping, or org mapping for short, is the process of connecting each Rewst integration with your child organizations, enabling automations that leverage that integration to work for your customers. When setting up your integrations, this is frequently the last step.

Org mapping isn't necessary for a few of our integrations because the tool you're integrating with doesn't itself have a concept of organizations. When this is the case for a particular integration, we'll call that out in that integration's setup documentation.

For org mapping to work properly, it's best to aim for having the names of organizations in Rewst match the names of organizations in your PSA. If they don't, you can make the mapping match manually, but having 1:1 names will speed up the mapping process and have you reap the benefits of automation more quickly.

Additionally, we recommend that you unpack the Add Client to Rewst Crate when onboarding into Rewst to prepare for easier org mapping.

How to map organizations: Org mapping

The general steps to map each organization are as follows.

1. Navigate to Configuration > Integrations in the Rewst platform.

2. Select the integration that you want to map from your collection of already set up integrations, or complete the integration configuration setup process for your new desired integration.

3. Scroll down the page to the Organization Mapping submenu. Here you'll see your Organizations listed in a table.

1. Click Refresh Options to pull customer accounts from your integration. This will refresh the potential mapping options for both organizations and companies in the partner tool.

   1. If the blank text box turns into a dropdown field, the sync was successful.

   2. If accounts are missing:

      1. Check if the customer account exists in your integrated tool.

      2. Adjust any applied filters that might be excluding accounts.

2. Click Suggest Values. Rewst will try to match organization names automatically. This generates mappings between Rewst organizations and corresponding entities in the partner app.

   1. If Rewst can't find a matching option, the drop-down field will remain blank. You should then click the drop-down to expand the list, scroll through the list, and manually choose the org associated with the desired org in Rewst.

   2. If it does find an option, the corresponding name will appear in the drop-down field automatically.

3. Review the suggestions to ensure that organizations in Rewst and customer names in the integrated tool are aligned. If a match is missing, manually select the correct organization from the dropdown menu.

4. Double-check all mappings, especially if you have multiple pages of organizations. By default, only the first 10 organizations will be listed.

5. Click Save Mappings to finalize the connections.

6. Once you map an integration, Rewst will create an org variable for that organization. You can view the related org variables and their corresponding IDs by navigating to the total org variable list in Configuration > Organization Variables. Note that this will not be the case for any Microsoft integration in the Microsoft Cloud Bundle.

Request an integration

We’re constantly adding new integrations to Rewst. Vote for which upcoming integrations should take priority by creating a post with your thoughts or upvoting other existing suggestion posts in our Canny.