ConnectWise Security 360 Integration

Overview

The INFIMA integration for ConnectWise Security 360 allows you to sync data for sites in the Asio™ platform. After the configuration is set up, the integration is enabled to communicate with INFIMA and retrieve all necessary information for Security. Additionally, the Asio sites are mapped to the corresponding INFIMA clients, allowing the integration to access site-specific information from INFIMA.

Data Synchronized

The integration captures the following data:

• Employee Security Training Stats - Track completion rates and progress
• Phishing Campaigns - Monitor phishing simulation results
• Security Course Schedule - View upcoming training assignments

This data is displayed on the Training screen within Security 360.

Prerequisites

INFIMA Server and API Key

To complete the integration, you will need:

• INFIMA Server URL: https://app.infimasecapis.com
• API Key: Retrieved from your INFIMA dashboard (see Utilizing the Reporting API for instructions)

Configure the Integration

Follow these steps to set up the integration:

Step 1: Access Integration Setup

In the Asio platform, navigate to SECURITY > Security Overview > Integration Setup.

Step 2: Find INFIMA

Search for "Infima" in the integrations list.

Step 3: Start Integration

Locate the Infima tile and click Actions > Integrate.

Step 4: Enter Credentials

Enter the following into the respective fields:

INFIMA Server URL (click copy button to copy):

API Key: Your API key from the INFIMA dashboard

Step 5: Test Connection

Click Test Connection to verify the connection.

• If the connection is successful, click Save and Proceed
• If the connection is not successful, verify that the information entered is correct. If you believe it is correct, contact ConnectWise support

Step 6: Map Sites

Click on the sites you want to enable the integration for and map the INFIMA sites to the corresponding site in the Asio platform by selecting the desired sites. This step allows you to sync data between the two platforms.

Step 7: Save Configuration

Click Save and Proceed.

Step 8: Confirm Action

A pop-up will display asking you to confirm the action. Click Continue.

Step 9: Complete Setup

Click Complete Setup to finalize the integration.

Verification

After completing the setup:

1. Navigate to the Training screen in Security 360
2. Verify that INFIMA data is being displayed correctly
3. Check that Employee Security Training Stats are visible
4. Confirm that Phishing Campaign data is syncing
5. Review the Security Course Schedule for accuracy

Troubleshooting

Connection Test Fails

If the connection test fails:

• Verify the Server URL is correct and includes the proper protocol (https://)
• Ensure the API Key is valid and has not expired
• Check that your INFIMA account has API access enabled
• Confirm there are no firewall rules blocking the connection

Data Not Syncing

If data is not appearing after setup:

• Verify site mappings are correct
• Allow up to 15 minutes for initial sync
• Check that the mapped INFIMA clients have data available
• Ensure the API Key has appropriate permissions

Support

For additional assistance:

• Contact ConnectWise support for platform-specific issues
• Reach out to INFIMA support for API or account-related questions