Overview
As an MSP with multiple customers in Blumira, you may want to associate the Blumira finding email notifications to the correct customer in your professional services automation (PSA) ticketing queue. You can leverage the customer name provided in the email subject line to parse and route email notifications. This article explains how ConnectWise Manage allows some parsing of email based on attributes in the subject line.
The subject line of finding email notifications from Blumira is formatted as follows: Finding_Type | Finding_Priority | Finding_Name @ Company_Name.
Reference:
- See Configuring Blumira to send notifications and scheduled reports to a MSP PSA tool to send notifications to ConnectWise Manage.
- See About user notifications for more information about Blumira's finding notifications.
Before you begin
Ensure your customer sub-accounts' names in Blumira match one of the following values in ConnectWise Manage and follow the same naming conventions used in your PSA:
- Company Name, which is also referenced as “Company” in ConnectWise Manage and is typically the properly formatted name of the customer’s company.
- Company ID, which is sometimes known in ConnectWise Manage as “PSA ID” and should not have spaces in it.
To update an organization name in Blumira:
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Navigate to MSP Portal > Accounts.
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In the Accounts table, click the row of the account you want to edit.
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In the options menu that appears, click Account Settings.
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In the Account name box, type the name of the customer organization.
- Click Save changes.
Important: Major name changes, such as when re-branding, require additional manual updates in our systems. When making major name changes in the app, please also inform us in a message by either sending an email to partners@blumira.com or using the Support button below.
Adding a Parser in ConnectWise Manage
The procedure provided below is limited to parsing only email subject lines.
To add a parser in ConnectWise Manage:
- Navigate to System > Setup Tables.
- Search the table for Email Connector.
Note: If there is more than one Email Connector, select the one that is being used to receive your emailed Blumira finding notifications. - Click + at the bottom of the Parsing Rules page.
- In Email Subject Line Parsing Rule, type {problem} @ {company}.
Note: When using the {company} variable in the parser, ConnectWise Manage will attempt to match against both Company Name and Company ID. If you run into parsing errors, ensure that you do not have two companies with a matching Company Name and Company ID. - (Optional) Modify the priority parsing details based on how your service board priorities are configured by adding Service Priority levels to the parsing rule configured above as desired. Example:
- Click Save at the top of the page in ConnectWise Manage.
Testing the parser
You can wait for your next Finding or you can follow the instructions at Testing Blumira detections to test your parser.
Alternatively, you can simply send an email to the correct address using the subject format: Finding_Type | Finding_Priority | Finding_Name @ Company_Name. Edit the “Customer_Name” to match an existing customer’s name.