Using the Company Slicer (Automated Client Mapping) for Client-Facing Reports

Client names may vary slightly across different integrations, posing a significant challenge to data processing as these might be recognized as separate clients. The Automated Client Mapping feature creates a mapping association among client names by plotting the name in the primary integration to those in other integrations. 

If there are client names that differ across integrations, you can set up Automated Client Mapping to automatically associate and unify the names. The mapping enables you to send filtered reports to target clients and configure dashboards to show selected data in the Client Portal. 

This article outlines information on setting up and using Automated Client Mapping for your clients' reports and dashboards. 

Required permissions

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Only admins can configure the Automated Client Mapping settings.

1. Set up the Automated Client Mapping 

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a. Set up all integrations. 

Refer to the Integrations page for the complete list of integrations and setup instructions.  

b. Set the primary data source. 

This step is automatically set for paid subscriptions because Automated Client Mapping is activated as soon as the subscription starts. The mapping details are stored in the primary source information on the Clients Mapping Result page. 
Paid subscribers can proceed to Configuring the company filter. If you have previously set up your PSA platform in System, the integration will automatically be set as the default primary integration. 

a. Go to Settings in the MSPbots app, then Automated Client Mapping. 



b. Click the Settings icon on the Automatic Client Mapping page. 

c. In the Integrations window, find the integration that should be the primary data source and select the Configure button. 

d. Select the Dataset and Field for your report. 

 

e. Click Save. 

f. Click Set as Primary, then Confirm. 



g. Click Save. The new settings will be applied at 3:00 AM CST. 

c. Configure the company filter.  

Having a company filter will enable the Automated Client Mapping to show only selected companies in the reports. 

a. On the Automated Client Mapping page, click Filter. 



b. Set the conditions to show the company. The image below shows the settings to show My Company on the reports. 

Automated Client Mapping filters out inactive clients by default for Autotask, ConnectWise, Halo PSA, and Kaseya BMS. You can modify this setting by adjusting the Filter conditions.

c. Click Save. 

d. Map the company to your integrations. 

Ensure the company is mapped to the integrations in the Clients Mapping Result section. The column that corresponds to your integration(s) should show your company's name; otherwise, the company slicer in your report and dashboard will be blank. 



When this is done, you can start using the Automated Client Mapping for your scheduled reports and Client Portal dashboards. 

Checking unmapped companies 

Automated Client Mapping also identifies unmapped company names and displays their count in the Not Mapped column. Clicking the number opens a window listing the unmapped client names for that specific integration, which you can then review and map accordingly. 

To complete the mapping, choose the appropriate source from the Primary Integration dropdown and click Save. You can do this for every integration with values for Not Mapped. 

2. Apply the Company Slicer to a client dashboard

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The Company Slicer (Automated Client Mapping) is used when you want the dashboard to filter data based on the selected company in the slicer. In the Client Portal and the reports, your clients can view only their data. 

To add the Company Slicer to a dashboard, select Company Slicer (Automated Client Mapping) from the Slicers List. 

1. Open your dashbaord and click Design > Add Widget. 
   
   
    
2. In the Add Widget window, go to the Slicers List > Template Slicers and select Company Slicer (Automated Client Mapping).
3. Click Add Selected.
4. Go to the Widgets List and select the needed widgets. 
   
   
    

5. Click Add Selected. 
   
   Detailed instructions are available in How to Add a Slicer to the Dashboard.  

   Below are some important notes when adding the Company Slicer to your widgets and dashboards.

   • The values displayed in the Company Slicer (Client Name dropdown list) are the companies listed in the Automated Company Mapping settings.
   • The values in your widgets automatically adjust to the selection from the Client Name dropdown list, even if the slicer is not connected to the widgets. 
     Remember:
     • Set the company filter to keep the Client Name dropdown list short and easy to use.  
     • If you are using a custom dataset, the Config Fields settings for the dataset in each widget on your dashboard must be set up for Client Names, otherwise, the data in the widgets will not adjust to your slicer selections. For more information, please read How to Filter Data for a Specific Client in Dashboards.  

6. After creating the dashboard with widgets and a Company Slicer, create a Client Portal account for your clients to access the data.  

   When creating the client portal account, ensure the Company Name matches the name configured in the Automated Client Mapping settings. Otherwise, the slicer list will be empty, and the dashboard will not show data.   

3. Apply the Automated Client Mapping on Scheduled Reports 

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1. Set Up Automated Client Mapping.
2. Add the Automated Client Mapping slicer to a client dashboard.
3. Send the filtered report to your client.

   1. Open the report and click the Schedule Report icon. 
      
      
       

      Note that when a widget in your dashboard contains multiple pages of content, the Scheduled Reports only send the content of the current page, essentially acting like a screenshot of that page. It is recommended to use the Reports feature to create Scheduled Reports, as these include all content within the widget, even if the widget has multiple pages or requires scrolling to view more content.
      
      
       
   2. Click +New.
      
      
       
   3. In New Schedule, provide the Schedule Name and Frequency for the report schedule. 
      
      
      
       
   4. In the To field, select the receiving company's name and the recipient from the company. 
      
      
       
      You can also use the Automated Contact List function to send scheduled reports. 
       
   5. Select Send Filtered dashboard for the associated company of each recipient. 
      
      
       
   6. Select the PSA set as the primary source in the Automated Client Mapping settings. 
      
      
       
   7. Select the sender's email from the From list. 
      
      
       
   8. Add a custom subject, or select the appropriate tokens for the message subject. The image below shows a subject with tokens. 
      • The available dynamic tokens include:
        • {{recipient_company_name}}
        • {{recipient_name}}
        • {{recipient_first_name}}
        • {{report_name}}
        • {{report_owner_name}}   
        • {{report_owner_email}}   
        • {{report_link}}
        • {{report_url}}
        • {{your_company_name}} 
          
          
           
   9. Enter the message body and use tokens as needed. The image below shows a message with tokens. 
      
      
       
   10. Select an attachment option. Click Save. The report will be sent as scheduled.

To test sending the report, click the ellipsis for the report on the Scheduled Report section and select Send to Me. This will send you the report with data for the selected recipient's associated company. 

Other available actions

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To associate client names for mapping failed integrations

1. In the Client Mapping window, click the Edit button corresponding to the client with a Not Mapped Mapping Status.
   
   
    
2. Go to the Client field and type the client name.
   
   
    
3. Next, go to the dropdown list for the PSA that encountered the Matching Failed error and check the checkbox for the client name.
   • If there are too many options, you can type the name to quickly find the specific option you need to check.
   • You can check multiple client names when your integration has multiple names.
     
     
      
   • If you want to ignore an integration, for example, integrations that are not the main source of your data, you can select the Ignored button. 
     
     
     
     When you ignore an integration, if the integration has successfully mapped to the client name, it still shows as Ignored, because the priority of the manually set Ignored option is the highest.
     
     
      
4. Click Confirm.

To quickly filter successfully mapped clients

To filter out successfully mapped clients in the integration.

1. Go to Settings > Automated Client Mapping.
   
   
2. There are 2 methods to filter and view the successfully mapped clients in the integrations.
   • Method 1:
     1. Click the number of the integration on the left side of the page.
        In this way, you can only filter mapped clients of one integration at a time.
        
        
         
     2. Then the mapping list only shows the successfully mapped clients in the integration.
        
        
         
   • Method 2:
     1. Click the button next to the integration, then check Mapped and click Confirm.
        
        
         
     2. Then the mapping list only shows the successfully mapped clients in the integration.
        You can filter successfully mapped clients of multiple integrations simultaneously.
        
        
         
   • If you want to clear the filter, click Reset.

Editing the dataset and field for mapping client names in an Integration

Follow the steps below to edit the dataset and field for mapping client names in an integration.

1. Go to Settings > Automated Client Mapping.
   
   
    
2. Click the   button.
   
   
    
3. Click the Configure button in the row of the integration to edit a integration,
   
   
    
4. In Configure popup,
   1. Select a dataset from the Dataset list that contains the client name needed for mapping in this integration.
   2. Select a field for the client name from Field list.
      
      
       
5. Click Save.

Manually triggering client mapping

1. Go to Settings > Automated Client Mapping.
   
   
    
2. Click the   button.
   
   
    
3. Click Trigger Mapping button to manually trigger client mapping.
   
   
      
   • Client Mapping can only be manually triggered once per hour.
   • Within 1 hour after manual triggering, regardless of whether client mapping is running or completed, the Trigger Mapping button is disabled. You can trigger client mapping again after 1 hour.
     
     
     

Re-adding a deleted integration

1. Go to Settings > Automated Client Mapping.
   
   
    
2. Click the   button.
   
   
    
3. Click the Add button in the row of the integration you want to remap.
   
   
    
4. Click Yes.
   
   
    
5. Click Save to keep your settings.

Filtering out clients that don't require mapping

Follow the steps below to filter out clients that do not need to be mapped, such as inactive clients.

1. Go to Settings > Automated Client Mapping.
   
   
    
2. Click the   button.
   
   
    
3. Set the conditions for the Filter according to your needs.
   
   
   
    
4. Click Save. Then the mapping list will only display the filtered integration.

Deleting integrations you do not want to map

1. Go to Settings > Automated Client Mapping.
2. Click the   button.
   
   
    
3. Click the   button in the row of the integration you don't want to map.
   
   
    
4. Click Remove.
   
   
    
5. Click Save to keep your settings.

Accessing old client mapping

1. Go to Settings > Automated Client Mapping.
   
   
    
2. Click Open Old Version.
   
   
    
3. The Old Client Mapping page is read-only and cannot be configured.
   • Company Name is the name of the company you use in MSPBots.
   • Integration is the integration that you want to set up.

   • Integration Company Name is the company name that you set up in that integration.

     If you want to know more about the migration information regarding old client mapping to the new version, refer to Deprecation of Old Client Mapping.
     
     
     
      

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