Integrating Your Tools

Cork provides a list of over 100+ integrations in 11 categories! By integrating your tools with Cork, you gain in-depth insight into your environment.

How-To

• Navigate to the Integrations Page

• Click the 'Available' section

  • Alternatively, use the search bar or sorting mechanisms to search by company, category, or tool

    • Ex: search by category 'psa'

      

    • Ex: search by tool name 'backupradar'

      

• Select the tile of the tool you wish to integrate

  • If you don't see your tool listed, see our guide here

• Input the necessary information and credentials

  • Each integration has a link outlining the necessary instructions

    • Ex: Acronis RMM instructions link shown on platform

      

  • Additionally, you can access all our integration help articles here!

• Merge/Map clients

  1. Check out 📄 Fundamentalsto understand Cork Clients!

  2. Check out 📄 Merge Clientsfor help!

• Congratulations! You have successfully integrated your tool with Cork!

  1. Rinse-and-repeat for as many integrations as you wish!

  2. If you run into any issues:

     1. Check out the FAQs

     2. Use Cork's extensive knowledge base

     3. Submit a Ticket

FAQs

What Do The Different Statuses Mean?

• Connected: Integration data retrieved and processed successfully

• Queued: Will attempt to retrieve data shortly

• Fetching Integration Data: Actively retrieving data from the tool

  • A sync occurs:

    • when you integrate a tool

    • manually on all tools via the 'Re-sync All' button

    • manually on an individual tool via clicking the 3 dots, then 'Refresh' button

    • automatically daily

  • Note: These tools will vary in the amount of time they need to sync before displaying the most up-to-date data

• Failed To Connect: An error occurred when attempting to connect to an integration

  • Common Issues & Solutions:

    Credentials Have Incorrect Permissions

    Solution: Double check the integration specific instructions to ensure all steps were completed correctly

    Expired Credentials

    Solution: Rotate your credentials by following the integration specific instructions

• Failed To Fetch New Data: An error occurred when attempting to retrieve new data from an integration

  • In this scenario, old data is kept and any data Cork was able to retrieve will be updated

• Failed To Process New Data: An error occurred on Cork's end when processing that data retrieved from an integration

Can't Find The Tool You're Using?

Our team is always happy to look into adding new integrations. Once a ticket has been submitted for a tool, we may contact you for support in adding that integration.

Here are the steps for notifying Cork:

1. Submit a Ticket

   1. Navigate to the 'Submit Feedback or a Ticket' icon

      Expand to view the icon

      

   2. Change the subject to: "Integration Request - <tool name>"

   3. In the description, let us know:

      1. The tool's category

      2. If you're willing to provide support with integrating this tool

   4. Submit the ticket

      1. Ex:

         

2. Attest Your Clients

   1. Note: this can only be performed if at least 1 tool is integrated

   2. On the Integrations page, select the 'I don't see my tool' card in the given category

      

   3. Fill out the Vendor/Tool Name

   4. Select the number of days in which you will be notified to review this attestation

   5. Select the clients you wish to attest have this tool

   6. Click 'Save Attestation' button

      1. Ex: Attesting tool 'ABC' for client 'Cork' and will be notified to review it in 90 days

         

How do I remove an integration?

Check out the steps here 📄 Remove an Integration