The Phin Security integration is currently available in beta.
Overview
Phin Security is a security awareness training and phishing simulation platform for MSPs. By integrating Phin with MSPortal.ai, you can:- View security awareness training progress for every client in one place
- Track per-user phishing simulation results and training completion
- Monitor active Phin campaigns for each mapped company
- Include Phin report artifacts in Security Awareness reports
Prerequisites
- An active Phin Security partner account with API access
- Your Phin Partner ID, Client ID, and Client Secret
- MSPortal.ai account with integration management permissions
Part 1: Get Your Phin API Credentials
Before connecting to MSPortal.ai, you need API credentials from Phin.1
Log into Phin
Sign in to your Phin Security partner portal with an administrator account.
2
Locate Your Partner ID
Your Partner ID identifies your MSP organization in Phin. It is available in your partner account settings.
3
Generate API Credentials
From your partner settings, open the API access section and generate a set of API credentials. Phin issues a Client ID and a Client Secret.
4
Copy the Credentials
Copy the Client ID and Client Secret immediately.
Part 2: MSPortal Setup Wizard
MSPortal.ai provides a guided 4-step wizard to connect and configure your Phin Security integration.Starting the Wizard
1
Navigate to Integrations
In MSPortal.ai, go to Settings > Integrations.
2
Find Phin Security
Locate the Phin Security integration card in the list of available integrations.
3
Start Setup
Click Configure to launch the setup wizard.
Step 1: Connect
Enter your Phin credentials to establish the connection.1
Enter Credentials
Fill in the three credential fields:
Your credentials are stored securely using Supabase Vault encryption. They are never exposed in logs or API responses.
2
Test Connection
Click Test Connection to verify your credentials.On success, you’ll see a confirmation showing your Phin partner name and the number of companies found, for example “Connected to Acme MSP (42 companies)”.If the connection fails:
- Verify the Partner ID, Client ID, and Client Secret were copied without extra spaces
- Ensure the credentials have not been revoked
- Check that your Phin account has API access enabled
3
Connect
Once the connection test passes, click Connect Phin to save your credentials and create the integration.When editing an existing integration, the button is labeled Save Connection.
Step 2: Configure
Choose which data types sync from Phin. All four options are enabled by default.1
Review Sync Options
Toggle each data type on or off:
2
Save Settings
Click Save Sync Settings to apply your choices, then click Next.
Step 3: Map Companies
Map Phin companies to your MSPortal companies. This determines which data syncs to which company.1
Sync Companies
If no companies appear, click Sync Companies to fetch them from Phin. The sync runs in the background and usually completes within a minute.
2
Use Quick Match
Click Quick Match to automatically match Phin companies to MSPortal companies based on name similarity. Review the suggested matches and apply the ones that look correct.
3
Manual Mapping
For companies that weren’t automatically matched:
- Find the company in the list
- Click the Select company dropdown in the “Mapped To” column
- Search for and select the correct MSPortal company
4
Create New Companies
If a Phin company doesn’t have a corresponding MSPortal company, use Create new company to add one. New companies are automatically mapped to their Phin counterparts.
5
Import Selected
Pending mappings show a Pending badge. Click Import Selected to save them, or click Next, which saves pending mappings automatically.When you advance past this step, MSPortal automatically starts a sync for the newly mapped companies.
Step 4: Status
Review the sync status and finish setup.1
Review Sync Stats
The Status step displays counts for each data type:
- Companies
- Training users
- Active campaigns
- Report artifacts
2
Explore Your Data
Use the Security Training and Security Awareness buttons to jump directly to the synced data.
3
Complete Setup
Click Complete Setup to finish the wizard and return to the Integrations page.
What Gets Synced
Phin Security integration syncs the following data types to MSPortal:Companies
Your Phin company inventory, used for mapping Phin companies to MSPortal companies.Training Status
Per-user security awareness metrics for each mapped company:- User name and email address
- Phishing simulations sent and clicked, with click percentage
- Trainings assigned and completed
- Up-to-date training status
Active Campaigns
Metadata for active Phin campaigns running in each mapped company.Report Artifacts
Metadata for Phin report PDFs, including report type, scope, file name, and creation date. These feed Security Awareness reporting in MSPortal.Synchronization Schedule
After initial setup, data syncs automatically:A sync also runs automatically right after you save company mappings in the wizard.
Managing Your Integration
After setup, manage your integration from Settings > Integrations:Updating Your Credentials
1
Open Integration Settings
Go to Settings > Integrations and click Configure on the Phin Security card.
2
Enter New Credentials
On the Connect step, update the Partner ID, Client ID, or Client Secret.
3
Test and Save
Click Test Connection to verify, then click Save Connection.
Deleting the Integration
Click Delete in the wizard footer. This removes the integration, stored credentials, mapped Phin data, and sync state for your tenant.Troubleshooting
Security & Privacy
- Credential Storage: Your Phin credentials are encrypted using Supabase Vault and never exposed in logs or responses
- Data Isolation: All synced data is tenant-isolated and only visible to your organization
- Read-Only Access: MSPortal only reads Phin data; it never modifies your Phin configuration
Next Steps
After setting up the Phin Security integration:Training Module
Review security training progress across your clients
Build Reports
Include security awareness metrics in client reports
Other Integrations
Explore additional integration options
Integration FAQ
Answers to common integration questions