> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Cove Backup Integration

> Connect your Cove (N-able Backup) instance to MSPortal.ai to sync backup data and devices

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

## Prerequisites

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

## Part 1: Configure Cove

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

### Create API User

<Steps>
  <Step title="Access User Management">
    Log into your Cove (N-able Backup) management console and navigate to **Users** in the main menu.
  </Step>

  <Step title="Navigate to API Users">
    Click on **API Users** to access the API user management section.
  </Step>

  <Step title="Add New API User">
    Click **Add API Users** to begin creating your API user.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Configure User Details">
    Configure the following settings:

    | Field          | Value                                |
    | -------------- | ------------------------------------ |
    | **Login Name** | `MSPortal` (or any descriptive name) |
    | **Role**       | `Supporter`                          |

    <Tip>
      The Supporter role provides the necessary read permissions for MSPortal to sync your backup data without granting excessive access.
    </Tip>
  </Step>

  <Step title="Save and Copy Token">
    Click **Save** to create the API user. The system will generate an API token.

    <Warning>
      **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.
    </Warning>
  </Step>
</Steps>

### Required Information

Before proceeding to MSPortal, ensure you have the following:

| Information       | Description                                                                                  |
| ----------------- | -------------------------------------------------------------------------------------------- |
| **Partner Name**  | Your **top-level reseller name** exactly as shown in the Cove management console (see below) |
| **API User Name** | The login name you created (e.g., `MSPortal`)                                                |
| **API Token**     | The token generated when creating the API user                                               |

#### 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.

<Frame>
  <img src="https://mintcdn.com/msportal/-ucdNOCxglZtYerH/images/Cove/Cove%20Company.png?fit=max&auto=format&n=-ucdNOCxglZtYerH&q=85&s=f5b35fbcb916699e859a0c9d6ad817e5" alt="Cove management console Customer dropdown showing the top-level reseller name above its nested sub-customers" width="992" height="276" data-path="images/Cove/Cove Company.png" />
</Frame>

<Warning>
  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.
</Warning>

***

## Part 2: MSPortal Setup Wizard

MSPortal.ai provides a guided setup wizard that walks you through connecting and configuring your Cove integration in 3 easy steps.

### Starting the Wizard

<Steps>
  <Step title="Navigate to Integrations">
    In MSPortal.ai, go to **Settings** > **Integrations**.
  </Step>

  <Step title="Start Setup">
    Find the **Cove Backup** integration card and click **Configure** to launch the setup wizard.
  </Step>
</Steps>

***

### Step 1: Connect

Enter your Cove API credentials to establish the connection.

<Steps>
  <Step title="Enter API Credentials">
    Fill in the following fields:

    | Field             | Description                                                                                                                                                           |
    | ----------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
    | **Partner Name**  | Your **top-level reseller name** exactly as shown at the top of the Customer hierarchy in the Cove management console (e.g., `MSPortal.ai`), not an individual client |
    | **API User Name** | The login name of your API user (e.g., `MSPortal`)                                                                                                                    |
    | **API Token**     | The token you copied when creating the API user                                                                                                                       |

    <Note>
      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.
    </Note>
  </Step>

  <Step title="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
  </Step>

  <Step title="Create Integration">
    Once the connection test passes, click **Create Integration** to save your credentials and proceed.
  </Step>
</Steps>

***

### Step 2: Map Partners

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.

    <Tip>
      Quick Match uses intelligent name matching to find likely matches. Review the results and make manual adjustments as needed.
    </Tip>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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
  </Step>

  <Step title="Proceed">
    Once you've mapped the partners you need, click **Next** to continue.

    <Info>
      Only devices from mapped partners will be available for import. You can return to add more mappings at any time.
    </Info>
  </Step>
</Steps>

***

### Step 3: Import Devices

Import backup devices from Cove into your MSPortal asset inventory.

<Steps>
  <Step title="Open Device Import">
    Click **Open Device Import** to access the full device import interface.
  </Step>

  <Step title="Import Devices">
    From the device import page, you can:

    * View all backup agents from your mapped partners
    * Filter by partner or status
    * Selectively import devices to your asset inventory
    * Sync device data to keep information current

    <Note>
      The initial device sync may take a few minutes depending on the number of backup agents in your account.
    </Note>
  </Step>
</Steps>

***

## Managing Your Integration

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

| Action             | Description                                                              |
| ------------------ | ------------------------------------------------------------------------ |
| **Configure**      | Re-open the setup wizard to modify settings or add more partner mappings |
| **Sync Partners**  | Refresh the list of partners from Cove                                   |
| **Import Devices** | Access the device import page to import backup agents                    |

***

## Synchronization Process

### Initial Sync

* Partner data will sync when you first click the Sync button
* Devices sync separately and may take a few minutes
* Only devices from mapped partners are available for import

### Ongoing Sync

* Device status and backup data are synced automatically
* Partner mappings persist until you change them
* New partners will appear after running a sync

***

## Troubleshooting

| Issue                   | Solution                                                                                               |
| ----------------------- | ------------------------------------------------------------------------------------------------------ |
| Connection test fails   | Verify Partner Name (your top-level reseller name, not a client), API User Name, and Token are correct |
| No partners appear      | Click "Sync Partners" to fetch data from Cove                                                          |
| Devices not showing     | Ensure the partner is mapped to a company first                                                        |
| Quick Match didn't work | Use manual mapping for partners with different names in Cove vs MSPortal                               |
| Token expired/invalid   | Create a new API user in Cove and update the integration                                               |

***

## 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 devices 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