Branch preview: these instructions describe the current setup flow. Provider availability depends on the integrations enabled for your portal. Production verification is pending.
Before you start
Create an API token in the Slide Console. A read-only token is sufficient. Copy the token when it is created; Slide shows it only once.Set up the connection
- In Connect, enter API token and select Test Connection.
- Review the appliance count, then select Save connection to save access and start the first sync.
- In Choose data, review Alerts and Snapshot verification. Clients, appliances, protected systems, and backup status always sync.
- Each switch saves immediately. Wait for the save result; the choices apply to subsequent syncs.
- In Import or match companies, link each Slide client to its portal company. Review proposed matches before applying them.
- Open Review and inspect appliances, protected systems, and alerts. Select View backup devices to inspect individual records.
Troubleshooting
- No data has been synced yet: use Start first sync when shown.
- A client has no data in Backup: verify its company mapping and the current company scope.
- A changed option has no effect: check that the switch saved successfully and allow another sync to complete.
- Token rejected: confirm it has read access in the intended Slide account.