Overview
IT Glue is a leading IT documentation platform used by MSPs to centralize knowledge, track assets, and manage credentials. By integrating IT Glue with MSPortal.ai, you can:- Access IT Glue documentation, configurations and flexible assets directly from MSPortal
- View passwords securely with full audit logging on every reveal
- Sync checklists for operational tracking
- Write MSPortal warranty dates back to IT Glue configurations
- Control which documentation types and password categories are shared per company
Prerequisites
- IT Glue Enterprise subscription (required for API access)
- IT Glue account with administrative access to generate API keys
- MSPortal.ai account with integration management permissions
- Companies already set up in MSPortal (from your PSA integration or manually created)
Part 1: Generate API Credentials in IT Glue
Before connecting to MSPortal, you need to create an API key in IT Glue.Log into IT Glue
Navigate to API Settings
Generate a New API Key
MSPortal Integration.Decide whether to use the IP Address Access List
- No IP restriction (simplest): leave the IP Address Access List field empty.
- With IP restriction: MSPortal supports IP-restricted keys. During setup, MSPortal shows a static MSPortal IP range for you to add to the key’s access list (see Connect).
Enable Password Access (if syncing passwords)
Copy the API Key
Required Information
Before proceeding to MSPortal, ensure you have the following:Part 2: Set up the connection in MSPortal
Open Settings > Integrations, choose the Directory tab and select IT Glue. For an existing account, open its saved connection. The Setup guide lists Connect, Choose data, Import or match companies, Configure warranty, Import devices and Review.Connect
Select your region
Handle IP restrictions (if your key uses them)
Enter API Key
Test and save
- Your IT Glue plan is not Enterprise (API access is Enterprise-only)
- The API key has an IP Address Access List that does not include MSPortal’s IP range
- The key was created without the required access level
Choose data
Choose which IT Glue content syncs into MSPortal and whether passwords are shared. Each switch saves as soon as you flip it. Turning a dataset off hides its selectors without clearing the saved choices.Password sharing
Before enabling password sharing, it is important to understand how MSPortal handles IT Glue passwords:- Password values are never stored in MSPortal. Only password names and folder details sync, and each value is fetched live from IT Glue when a user reveals it
- Every password reveal is audit-logged with the user, timestamp, and password name
- Users must have the
read_documentation_passwordspermission to reveal passwords - IT Glue’s own password access gating is respected at all times
Import or match companies
Map your IT Glue organizations to MSPortal companies. This determines which documentation, passwords, and checklists sync to which company.- Wait for discovery. After connecting, MSPortal fetches your organizations from IT Glue. Review organization names and any PSA ID or Type recorded in IT Glue.
- Review the suggested matches. MSPortal suggests a company when an organization’s PSA ID matches an external company ID from your connected PSA integration, or when the names match ignoring case and whitespace.
- Accept a suggestion, choose another company in the row, or use Import company to create a portal company. Accept strong matches accepts every suggestion at 90% confidence or more after you review them.
- Choose Ignore for any organization you never want to map. You can restore it later.
Configure warranty
The Warranty Writeback card writes MSPortal warranty dates back to IT Glue.- Turn on Write warranty dates to IT Glue configurations to set the Warranty Expires field on the configuration linked to each device
- Click Map configuration types if you want to choose which IT Glue configuration types import as MSPortal device types
- If you record warranty dates in flexible assets instead, expand Flexible assets (optional), turn on Write warranty dates to flexible assets, and map each device type to an asset type and its serial number and date fields
- Click Save warranty settings
Import devices
Import devices maps IT Glue configuration types to MSPortal device types. IT Glue creates devices during configuration sync, after type mapping. You can ignore configuration types you do not want as devices. See Import Devices.Review and finish setup
Open Review and select Finish setup once the required tasks are complete. Warranty settings still require their own save, and background syncs can keep running after setup.What Gets Synced
IT Glue integration provides access to the following data types in MSPortal:Password Security
Password handling in the IT Glue integration follows strict security practices:Passwords are never stored locally
Passwords are never stored locally
Every reveal is audit-logged
Every reveal is audit-logged
- The user who revealed the password
- The timestamp of the reveal
- The name of the password entry
Permission-gated access
Permission-gated access
read_documentation_passwords permission assigned to their role in MSPortal to reveal passwords. Without this permission, password entries are visible in listings but cannot be revealed.IT Glue access gating is respected
IT Glue access gating is respected
Maintain the connection
Open the IT Glue connection from Settings > Integrations and choose a task in the Setup guide to change its settings. Run sync in the connection header triggers a manual data refresh, and Sync activity shows each run’s result.- Rotate the API key: open Connect. The Region and IP allowlist choice stay fixed. Enter the replacement, select Test connection, then Save changes. Saving verifies the replacement, from the approved range for IP-restricted keys. A failed verification does not establish a working replacement; resolve the error and check password access before you revoke the old key in IT Glue.
- Map new organizations: as you onboard new clients in IT Glue, open Import or match companies. New IT Glue organizations appear in the list for you to match or import.
- Disconnect: open More actions and choose Disconnect…. The confirmation lists the stored credentials, matches and synced data that will be removed.
Troubleshooting
API key contains invalid characters
API key contains invalid characters
- Re-copy the key directly from Account > API Keys in IT Glue
- Paste it into a plain-text editor first if you suspect formatting was added along the way
- Make sure no leading or trailing spaces or quotes came along with the paste
Connection test returns 403 Forbidden (most common)
Connection test returns 403 Forbidden (most common)
- Log into IT Glue and check your plan tier under Account > Subscription
- If you are not on Enterprise, contact your IT Glue account manager to upgrade
- There is no workaround: the API is gated at the account level by IT Glue
- In Connect, choose Only approved IP addresses can use this key in IP allowlist and copy the range MSPortal shows
- Go to Account > API Keys in IT Glue and add that range to the key’s IP Address Access List
- Alternatively, clear the IP Address Access List entirely if your security policy allows it
- Select Save and continue again
- Regenerate the key in IT Glue with Password Access enabled if you want to sync passwords
- The basic organization fetch used to test the connection does not require Password Access
Connection test fails with a network or timeout error
Connection test fails with a network or timeout error
- Wrong region selected (the key is valid but the URL does not match)
- Temporary IT Glue outage
- Network issue reaching api.itglue.com or api.eu.itglue.com
- Verify you selected the correct region (US or EU) matching your IT Glue login URL
- Check IT Glue’s status page for any ongoing incidents
- Wait a minute and retry
No organizations appear in Import or match companies
No organizations appear in Import or match companies
- API key lacks organization read permissions
- Initial sync still in progress
- Wait a few minutes for the initial fetch to complete
- Verify your API key has sufficient permissions in IT Glue
- Use Run sync and check Sync activity
Expected organizations have no suggested match
Expected organizations have no suggested match
- Organization names differ between IT Glue and MSPortal
- PSA IDs are not configured in IT Glue
- Choose the company in the row for organizations with different names across systems
- If your IT Glue organizations have PSA IDs set, suggestions use those for more accurate matching
Passwords are not visible
Passwords are not visible
- Password sharing is not enabled in Choose data
- Per-company password access is set to “No access”
- User does not have the
read_documentation_passwordspermission - The API key does not have Password Access
- Open Choose data and turn on Enable Password Sharing
- Check the per-company password category settings in Settings > Documentation > Passwords
- Verify the user’s role includes the
read_documentation_passwordspermission in Settings > Users & Roles - Confirm Password Access on the IT Glue key
Flexible asset types are missing
Flexible asset types are missing
- The flexible asset type was created in IT Glue after the last sync
- The type is not enabled in Choose data
- Reopen Choose data to see the latest types
- Enable the toggle for any new flexible asset types you want to sync
No documents for a company
No documents for a company
- The organization mapping was never saved
- Documents is turned off in Choose data
- The document sync has not finished, or the documents sit in folders it has not reached yet
- Documentation settings do not share documents with that company or role
- Confirm the organization is matched in Import or match companies
- Confirm Documents is on in Choose data
- Follow IT Glue document folders to check folder coverage
- Review sharing in Settings > Documentation
An uploaded Word, Excel or PDF document says it is stored in IT Glue
An uploaded Word, Excel or PDF document says it is stored in IT Glue
Rate limiting errors during sync
Rate limiting errors during sync
- IT Glue enforces a limit of 3,000 API requests per 5-minute window
- Large accounts with many organizations and assets may hit this limit during initial sync
- Wait a few minutes and trigger the sync again. MSPortal will resume where it left off
- For very large accounts, the initial sync may take multiple cycles to complete fully
Important Notes
- One Documentation Integration: Only IT Glue or Hudu can be active at a time. Connecting IT Glue will require disconnecting Hudu first, and vice versa
- API Key Security: Your API key is encrypted in vault storage and never exposed in logs or API responses. If you suspect it has been compromised, revoke it in IT Glue and generate a new one
- Password Privacy: Passwords are never stored in MSPortal. They are fetched live from IT Glue on each reveal and every access is audit-logged
- Regional Endpoints: Make sure you select the correct region (US or EU) during setup. Using the wrong region will cause connection failures even with a valid API key
- IP-Restricted Keys: If your API key uses an IP Address Access List, choose Only approved IP addresses can use this key in Connect and add the displayed MSPortal IP range to the key before saving
- Rate Limits: IT Glue allows 3,000 requests per 5-minute window. Large initial syncs may take multiple cycles if this limit is reached
- Organization Mapping: Only data from mapped organizations is accessible in MSPortal. Unmapped organizations are ignored during sync
- Mapping Is Not Access: Mapping an organization does not invite its users. Portal invitations and role access are set up separately
- Warranty Writeback: Warranty settings save only with Save warranty settings. Finish setup does not save them