Overview
You can send Blumira's finding notifications and scheduled reports to your professional services automation (PSA) system, such as ConnectWise Manage, Datto Autotask, or N-able.
See Parsing Blumira findings in ConnectWise Manage for information about how to parse and route tickets based on customer account information, which can help you to keep customer issues separated.
API options for ticketing
Instead of using email, Blumira can send new findings to ConnectWise PSA via API integration to create tickets on your preferred service board. To integrate with ConnectWise by API, complete the procedures in Integrating with ConnectWise PSA. The instructions on this page are still relevant if you want to receive system or health alerts for your integrations or scheduled reports in the PSA tool.Creating a notification-only user account
To create a notification-only user account:
- In the Blumira app, navigate to Settings > Users.
- Click Add New User.
- In the New user window, type a name for the user that indicates it is a service account only.
Example: Help Desk - In the Email box, type the email address you want to send notifications to.
Example:alerts@example.com
- From the Roles list, select Responder.
- From the Locations list, select the locations that you want to use.
Tip: If you have multiple locations, in most cases, you will want to select all locations. - Click Add user.
- You will receive a new user welcome email as a ticket at the email address provided. It is not necessary to activate this user account to receive notifications.
This new user is automatically opted into all notifications about all Blumira findings and system alerts, which create new tickets in your PSA tool via email. If you want to customize the notification settings for this user (i.e., only receive notifications for specific types of findings or priority levels), you can do so in Settings > Users > Edit > Edit User Notifications.
Sending scheduled reports to your PSA
You might find it helpful for scheduled reports to be sent directly as a ticket to notify IT staff of available reports and assign work to the appropriate internal resource. If you want to do this, as mentioned at the top of this article, first determine what email address you wish to use.
To send scheduled reports to your PSA via email, do the following:
- In the Blumira app, in the menu on the left, click Reporting.
- Click Scheduled Reports.
- In the row for the report that you want to send to a channel, click Edit Report.
- In the Recipients box, type your PSA ticketing email address.
- Click Save.