Before you start
- You need permission to manage integrations. Mapping changes also need company-mapping write access.
- You need a Wirespeed account where you can create Team API keys.
- Your MSPortal companies already exist, so you can map each Wirespeed team to one.
Create the API key in Wirespeed
1
Open Team API Keys
In Wirespeed, go to Settings > Team > Team API Keys.
2
Create a Viewer key
Create a key named MSPortal with the Viewer role and an expiration that suits you.
3
Copy the token
Copy the token now. Wirespeed shows it only once.
Connect
1
Open the setup page
Open Settings > Integrations, search for Wirespeed and select Connect.
2
Enter the key
On Connect, paste the key into API Key.
3
Test the key
Select Test Connection and wait for Connection verified. Create Integration stays disabled until the test succeeds. Editing the key clears the verified state, so test again after any change.
4
Save the connection
Select Create Integration. The key is stored in the secure vault and the field shows a masked value from then on. Select Next to continue.
Map teams
1
Open Map teams
The page lists the Wirespeed teams the key can see.
2
Match teams to companies
Select Quick Match to propose matches by name, then review them. For any remaining team, choose a company from the picker, or create a new company there.
3
Save the links
Select Import Selected to save pending links. Selecting Next also saves them and starts a sync when mappings changed.
Review data
On Review data, check Synced Data for three datasets:
The totals at the top count each dataset. Use the dataset selector above the table to switch between them, and filter by Record to search names, teams and companies. Last synced shows the most recent successful sync. Select Sync All Data to request a sync now.
If a dataset fails to sync, the page reports that some data could not be synced. MSPortal keeps the previously saved records for that dataset, so check Last synced before relying on the numbers.