Inserve

Inserve is Dutch software that helps MSPs support their customers in a personal and structured way. The connection to Inserve gives the option to sync information between Sentri and Inserve.

To configure the Inserve connection you need the admin-sources RW permissions.

Configuration

To configure the Inserve connection, you need to generate an API token in Inserve. You can do this by logging into Inserve, clicking on your avatar, selecting API Settings, and then choosing Create a New API Key.

Inserve URL

This is your Inserve URL with /api/ appended to it.
For example, you can enter: https://company.inserve.nl/api/

Warning

Dont forget the last / and the https in the URL.

API Token

Fill in your API token generated in Inserve.

Custom source data

This field is used for additional custom data required by certain actions. For example, it can be used to link product codes to specific server resources, licenses, or backups. The data must be provided in valid JSON format.

Example custom source data:

{
    "data": {
        "clouddistrubutor": "sentri",
        "subscriptions": {
            "server_cpu": {
                "product_code": "P001"
            },
            "server_memory": {
                "product_code": "P002"
            },
            "server_disks": {
                "product_code": "P003"
            },
            "server_licenses": {
                "cpguard": {
                    "cpguard": {
                        "product_code": "P003"
                    }
                },
                "directadmin": {
                    "Standard": {
                        "product_code": "P004"
                    },
                    "Discounted Standard": {
                        "product_code": "P005"
                    },
                    "Lite": {
                        "product_code": "P006"
                    }
                },
                "installatron": {
                    "installatron": {
                        "product_code": "P007"
                    }
                }
            },
            "server_backup": {
                "borg": {
                    "product_code": "P008"
                },
                "veeam": {
                    "product_code": "P009"
                }
            }
        }
    }
}

If a product code is missing, the related action will return an error. Also make sure that each product_code exists in Inserve as a product.

Testing connection

After applying the configuration you can click on Test Connection to see if the configuration is correct.

Source actions

These are the different actions available. These actions maybe not available with certain modules disabled.

Sync companies from Inserve to Sentri

Tip

Requires the Customers module to be enabled.

Requires the customer-companies RW permissions.

This API call retrieves all companies from Inserve and creates or updates them in Sentri.

API Call: GET Sync companies

Sync cloud distributor companies

Tip

Requires the Servers module to be enabled.

Requires the servers RW permissions.

This API call synchronizes active companies in Sentri with the corresponding cloud distributor companies in Inserve. These cloud distributor companies are required to associate Sentri server resources, licenses, and backups with companies in Inserve.

The reason for this is that each cloud distributor uses its own company IDs, which may not exist in Inserve. To solve this, Inserve requires you to create the companies under the cloud distributor so that the company IDs from Sentri can be mapped to the correct company IDs in Inserve.

For example:

{
    "cloud_distributor": "sentri",  
    "mappings": [  
        {
            "cloud_distribution_id": "<id from cloud distribution>",  
            "company_id": "<real company id in Inserve>"  
        }  
    ]  
}

The cloud_distribution_id is used to link licenses to the correct company during the Sync Server Licenses action.

API Call: GET Sync cloud distributor

Sync servers licenses

Tip

Requires the Servers module to be enabled.

Requires the servers RW permissions.

This API call first executes the Sync cloud distributor companies action and then synchronizes all servers in an active, deleted, or trial state with Inserve licenses. It creates or updates server licenses in Inserve if they do not exist or if the license quantities differ from those in Sentri. It will also only do this to server linked to an active company.

API Call: GET Sync server licenses

Sync server subscriptions

Tip

Requires the Servers module to be enabled.

Requires the servers RW permissions.

This API call first executes the Sync cloud distributor companies action and then creates a subscription if it does not exist, or updates the subscription description if it does. It also creates subscription lines with the correct product_code entered in the custom source data JSON field.

API Call: GET Sync server subscriptions