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This guide walks you through connecting your Cove (N-able Backup) instance to MSPortal.ai using our streamlined setup wizard.

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Prerequisites

  • Active Cove (N-able Backup) account with administrative access
  • MSPortal.ai account with integration management permissions

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Part 1: Configure Cove

Before connecting to MSPortal.ai, you need to create an API user in Cove with the appropriate permissions.

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Create API User

1

Access User Management

Log into your Cove (N-able Backup) management console and navigate to Users in the main menu.
2

Navigate to API Users

Click on API Users to access the API user management section.
3

Add New API User

Click Add API Users to begin creating your API user.
4

Select Customer

In the customer selection dropdown, select your top-level reseller name (the account at the very top of the Customer hierarchy), not an individual client. This is the account that the API user will be associated with, and it gives the API user visibility into all of your sub-customers.
5

Configure User Details

Configure the following settings:
The Supporter role provides the necessary read permissions for MSPortal to sync your backup data without granting excessive access.
6

Save and Copy Token

Click Save to create the API user. The system will generate an API token.
Copy the API token immediately! You will not be able to retrieve it again after leaving this page. Store it securely for use in MSPortal.ai.

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Required Information

Before proceeding to MSPortal, ensure you have the following:

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Finding your Partner Name

The Partner Name is your top-level reseller account, found at the top of the Customer dropdown in the Cove management console. It is the parent account that your individual clients are nested under, not one of those clients. In the example below, the Partner Name is MSPortal.ai (the top-level reseller). Acme Corp is a sub-customer nested beneath it and would not be used as the Partner Name.
Cove management console Customer dropdown showing the top-level reseller name above its nested sub-customers
Enter the top-level reseller name, not an individual client name. Using a sub-customer name is the most common cause of a failed connection test.

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Part 2: MSPortal Setup Wizard

MSPortal.ai provides a guided setup wizard that walks you through connecting and configuring your Cove integration in 2 easy steps.

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Starting the Wizard

1

Navigate to Integrations

In MSPortal.ai, go to Settings > Integrations.
2

Start Setup

Find the Cove Data Protection integration card and click Setup (or Configure if previously connected) to launch the setup wizard.

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Step 1: Connect

Enter your Cove API credentials to establish the connection.
1

Enter API Credentials

Fill in the following fields:
The Partner Name is your top-level reseller account, not one of your individual clients. The API User Name is the login name you created, not an email address.
2

Test Connection

Click Test Connection to verify your credentials. You’ll see a green “Connection successful” message when successful.If the connection fails:
  • Verify your Partner Name is your top-level reseller name (not an individual client) and matches exactly as shown in Cove
  • Check that your API User Name is correct (the login name, not email)
  • Ensure the API token is copied correctly without extra spaces
  • Verify the API user has the Supporter role
3

Create Integration

Once the connection test passes, click Create Integration to save your credentials and proceed.

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Step 2: Map Partners

Map Cove partners (clients/customers) to your MSPortal companies. This determines which backup data syncs to which company.
1

Sync Partners

If no partners appear, click Sync to fetch partners from your Cove account. The initial sync may take a few minutes depending on your account size.
2

Use Quick Match

Click Quick Match to automatically match Cove partners to MSPortal companies based on name similarity. This saves time when you have many partners with matching names.
Quick Match uses intelligent name matching to find likely matches. Review the results and make manual adjustments as needed.
3

Manual Mapping

For partners that weren’t automatically matched or need adjustment:
  1. Find the partner in the list
  2. Click the Select company dropdown in the “Mapped To” column
  3. Search for and select the correct MSPortal company
To remove a mapping, click the X button next to the company badge.
4

Filter Partners

Use the filter dropdown to view:
  • All Partners - Show all synced partners
  • Mapped Only - Show only partners linked to companies
  • Unmapped Only - Show partners that still need mapping
5

Complete Setup

Once you’ve mapped the partners you need, click Complete Setup to finish the wizard.
Only backup data from mapped partners syncs to MSPortal. You can return to add more mappings at any time.

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Managing Your Integration

After setup, you can manage your integration from Settings > Integrations:

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Synchronization Process

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Initial Sync

  • Partner data will sync when you first click the Sync button on the Map Partners step
  • Backup data syncs separately and may take a few minutes
  • Only backup data from mapped partners syncs to MSPortal

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Ongoing Sync

  • Backup status data is synced automatically
  • Partner mappings persist until you change them
  • New partners will appear after running a sync

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Troubleshooting

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Important Notes

  • Token Security: Store your API token securely. If compromised, delete the API user in Cove and create a new one
  • Partner Mapping: Only backup data from mapped partners will sync to MSPortal
  • Role Permissions: The Supporter role provides read-only access, which is sufficient for MSPortal integration
  • Sync Timing: Initial synchronization may take several minutes depending on your account size