Skip to main content
This guide walks you through connecting your Datto RMM instance to MSPortal.ai using our streamlined 3-step setup wizard.

​
Overview

The Datto RMM integration syncs your sites and devices into MSPortal, allowing you to:
  • Import and manage devices from Datto RMM
  • Map Datto sites to your MSPortal companies
  • Keep device inventory synchronized automatically
  • View Datto devices in reports and compliance tracking

​
Prerequisites

Before you begin, ensure you have:
  • Active Datto RMM account with administrative access
  • MSPortal.ai account with integration management permissions
  • Companies already set up in MSPortal (from your PSA integration or manually created)
The Datto RMM integration maps sites to existing companies in MSPortal. Import your companies from your PSA integration first, or create them manually before setting up Datto RMM.

​
Part 1: Generate API Credentials in Datto RMM

Before connecting to MSPortal, you need to create API credentials in Datto RMM.
1

Access Datto RMM Settings

Log into your Datto RMM portal and navigate to Settings (gear icon).
2

Navigate to API Keys

Go to Settings > API > API Keys.
3

Generate New API Key

Click Generate API Key to create a new key pair.
4

Configure Key Details

  1. Name: Enter a descriptive name (e.g., “MSPortal Integration”)
  2. Set an appropriate expiration or choose a long-lived key
Copy both the API Key and Secret Key immediately after creation. The Secret Key cannot be retrieved once you close the dialog.
5

Note Your Platform

Identify which Datto RMM platform your account uses. This is visible in your Datto RMM URL. Common platforms include:
PlatformDescription
PinotageMost common platform
MerlotAlternative platform
ConcordRegional platform
VidalRegional platform
ZinfandelRegional platform
SyrahRegional platform

​
Part 2: MSPortal Setup Wizard

MSPortal provides a guided 3-step wizard to connect and configure your Datto RMM integration.

​
Starting the Wizard

1

Navigate to Integrations

In MSPortal, go to Settings > Integrations.
2

Start Setup

Find the Datto RMM integration card and click Configure to launch the setup wizard.

​
Step 1: Connect

Enter your Datto RMM API credentials to establish the connection.
1

Select Your Platform

Choose your Datto RMM platform from the dropdown:
  • Pinotage
  • Merlot
  • Concord
  • Vidal
  • Zinfandel
  • Syrah
If you’re unsure which platform you’re on, check your Datto RMM URL or contact Datto support.
2

Enter API Credentials

Fill in the following fields:
FieldDescription
API KeyThe API key generated in Datto RMM
Secret KeyThe secret key (also called “Private Key” in Datto)
3

Test Connection

Click Test Connection to verify your credentials. You’ll see a green “Connection tested successfully” message when successful.If the connection fails:
  • Verify your API Key and Secret Key are copied correctly
  • Confirm you selected the correct platform
  • Check that your API key hasn’t expired
  • Ensure your Datto account has API access permissions
4

Create Integration

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

​
Step 2: Map Sites

Map your Datto RMM sites to MSPortal companies. Only devices from mapped sites will be available for import.
1

Wait for Initial Sync

After creating the integration, MSPortal begins syncing your sites from Datto RMM. This may take a few minutes depending on the number of sites.
If you see “No sites found”, wait a few minutes and refresh. The initial sync may take an hour or two to complete.
2

Review Site List

The mapping table displays all sites from Datto RMM with:
  • Site Name: The name of the site in Datto RMM
  • Devices: Number of devices at that site
  • Mapped To: The MSPortal company (if mapped)
  • Confidence: Matching confidence score (for auto-matched sites)
3

Use Quick Match (Recommended)

Click Quick Match to automatically map sites to companies with similar names. This uses fuzzy matching to find likely matches.
  • Sites matched with 70%+ confidence are automatically mapped
  • Review the results and adjust any incorrect mappings
4

Manually Map Remaining Sites

For sites that weren’t auto-matched:
  1. Find the site in the list
  2. Click the company dropdown in the “Mapped To” column
  3. Search for and select the correct MSPortal company
  4. The mapping is saved automatically
5

Unmap Sites (Optional)

To remove a mapping, click the X button next to the mapped company name.
6

Filter the List

Use the filter dropdown to show:
  • All Sites: View all sites
  • Mapped Only: View only sites with company mappings
  • Unmapped Only: View sites that still need mapping
You must map at least one site before proceeding to device import. Devices from unmapped sites will not appear in the import staging area.

​
Step 3: Import Devices

After mapping sites, import devices from Datto RMM into your MSPortal asset inventory.
1

Open Device Import

Click Open Device Import to access the full device import interface. This opens a dedicated page for managing device imports.
2

Complete Setup

Click Complete Setup to finish the wizard. You can always return to the device import page later.

​
Part 3: Device Import

The device import page lets you configure device type mappings and selectively import devices.

​
Device Type Mappings

Before importing devices, map Datto device types to your MSPortal device types.
1

Review Discovered Types

The Device Type Mappings table shows all device types found in your Datto RMM:
ColumnDescription
Datto CategoryThe device category (e.g., Desktop, Laptop, Server)
Datto TypeThe specific device type
Device CountNumber of devices of this type
Maps ToThe MSPortal device type to map to
Auto-SyncEnable automatic import for this type
ActionsImport all devices of this type
2

Map Device Types

For each Datto device type:
  1. Click the “Maps To” dropdown
  2. Select the corresponding MSPortal device type
  3. The mapping is saved automatically
3

Enable Auto-Sync (Optional)

Check the Auto-Sync checkbox for device types you want automatically imported. New devices of these types will be imported without manual intervention.
Auto-sync requires a device type mapping. You must select a “Maps To” value before enabling auto-sync.
4

Import by Type

Click Import All on a row to import all unimported devices of that type at once.

​
Staged Devices

The Staged Devices table shows devices ready for import from mapped sites.
1

Trigger a Sync

Click Sync Now in the page header to fetch the latest devices from Datto RMM.
The initial sync may take an hour or two to complete. Subsequent syncs are faster.
2

Review Staged Devices

The table displays:
  • Device Name: Hostname of the device
  • Category/Type: Datto device classification
  • Site: Which Datto site the device belongs to
  • Company: The mapped MSPortal company
  • Status: Whether the device has been imported
3

Filter Devices

Toggle Show only unimported to hide devices that have already been imported.
4

Select and Import

  1. Check the boxes next to devices you want to import
  2. Click Import Selected to import the selected devices
  3. Imported devices will be created in your MSPortal asset inventory
For bulk imports, use the device type mapping’s “Import All” button instead of selecting individual devices.

​
What Gets Synced

Data TypeSync DirectionDescription
SitesDatto → MSPortalSite information for mapping to companies
DevicesDatto → MSPortalAll managed devices from mapped sites
Device TypesDatto → MSPortalDevice categories and types for mapping
Device DetailsDatto → MSPortalHostname, manufacturer, model, OS

​
Managing Your Integration

After setup, manage your integration from Settings > Integrations:
  • Configure: Re-open the setup wizard to modify settings or re-map sites
  • Import Devices: Access the device import page directly
  • Delete: Remove the integration and all associated mappings

​
Re-running the Wizard

You can return to any step of the setup wizard at any time:
  1. Go to Settings > Integrations
  2. Click Configure on the Datto RMM card
  3. Navigate between steps using the step indicators or Back/Next buttons

​
Troubleshooting

Causes:
  • Incorrect API Key or Secret Key
  • Wrong platform selected
  • Expired API credentials
  • Insufficient API permissions
Solutions:
  1. Verify your API Key and Secret Key are copied exactly (no extra spaces)
  2. Confirm you selected the correct platform from the dropdown
  3. Generate new API credentials in Datto RMM if needed
  4. Ensure your Datto user has API access permissions
Causes:
  • Initial sync still in progress
  • API key lacks site read permissions
Solutions:
  1. Wait 30-60 minutes for the initial sync to complete
  2. Click Sync Now to trigger a manual sync
  3. Verify your API key has the necessary read permissions
Causes:
  • No sites have been mapped to companies
  • Device sync still in progress
  • Sites don’t have any devices
Solutions:
  1. Map at least one site to a company in the Map step
  2. Wait for the device sync to complete (can take 1-2 hours initially)
  3. Click Sync Now to trigger a fresh sync
Causes:
  • Device type not mapped
  • Company mapping was removed
Solutions:
  1. Ensure all device types have a “Maps To” value configured
  2. Verify the site is still mapped to a company
  3. Check for error messages in the import results
Causes:
  • Auto-sync not enabled for the device type
  • Device type not mapped
  • Site not mapped to a company
Solutions:
  1. Enable the Auto-Sync checkbox for the device type
  2. Ensure the device type has a “Maps To” mapping configured
  3. Verify the device’s site is mapped to a company

​
Best Practices

Map Sites First

Always map your Datto sites to companies before trying to import devices. Unmapped site devices won’t appear in staging.

Use Quick Match

Start with Quick Match for site mapping, then manually adjust any incorrect matches. It saves significant time.

Enable Auto-Sync

For device types you always want imported (like workstations), enable Auto-Sync to reduce manual work.

Regular Syncs

Run manual syncs periodically if you’re not using auto-sync, especially after adding new devices in Datto.