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How to Integrate with Level RMM

Basil Mathai avatar
Written by Basil Mathai
Updated over a week ago

Integrate with Level for converting Alerts to Tickets.

Step 1: On side navigation bar, access the Control Center.

Step 2: Choose the "Integrations" option from Marketplace section

Step 3: Within the displayed list of integrations, select Level and initiate the connection process by clicking on "Connect".


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Step 4: A side-drawer will appear. Paste the API key generated from Level RMM Settings -> API Keys -> Create Key. Copy the key and paste it into the designated area.

Step 5: Click on the "Generate Webhook Secret" button. This will create a Webhook URL and Secret ID. Copy both values and paste them into the Create Webhook section from Level RMM Settings -> Webhooks.

Step 6: After entering the Webhook URL and Secret ID, click on "Proceed" to complete the connection process.

Step 7: Select the default board where you want all the tickets to appear.
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How to do Customer Mapping in DeskDay

After completing all the aforementioned processes, follow these steps to perform customer mapping in DeskDay:

  1. Click on the "Next" button after selecting the board.

  2. On the subsequent screen, you'll encounter two sections: "Level's Customers" & "DeskDay Customers". In each section, you can map customers by selecting them from the respective drop-down menus.

  3. Once the mapping is complete, click on the "Next" button to proceed and finalize the process. Alternatively, if you prefer to skip this step for now and add customer mapping later, you can do so by clicking on "Skip & Add Later".
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    How to do Device Mapping in DeskDay.

    After completing the Customer Mapping process, proceed by clicking on “Next” and follow these steps to map devices:

    1. On the screen that appears, you'll encounter three sections: one for selecting customers, one displaying Level devices, and one with a user drop-down against each device to select the user who should be mapped to it. Start by selecting the customer for which you want to map devices with users.

    2. Against each device listed in the Level devices section, select the corresponding user from the drop-down menu.

    3. Once you've mapped the devices with the appropriate users, click on "Finish" to complete the process.

    4. Once you've mapped the devices with the appropriate users, click on "Finish" to complete the process.

    Congratulations on completing all the steps outlined in DeskDay and Level! You’ve successfully integrated Level with DeskDay, allowing for seamless management and tracking of devices, tickets, and customers between the two platforms. This integration enhances productivity and streamlines workflows for your business. Enjoy the benefits as you continue to optimize your operations and deliver exceptional service to your clients.

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