Liongard Roar

Roar Users Guide & Documentation

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Roar Integration Best Practices

This article will help you understand the different methods of integrating PSA and documentation tools with Roar.

Best Practices

When integrating with Roar, you have options depending on the tools you are already using. If you are using a supported PSA and a supported documentation tool, you can import your companies from either integration. As a best practice, we suggest importing your companies from the integration that acts as your source of truth for your customer relationships.

Integration Documents:

Please use the table below to inform your Roar integration depending on the tools you are using:

PSA
Documentation Tool
Conditions
Suggestion

ConnectWise

IT Glue

I am syncing ConnectWise and IT Glue.

Integrate both. Push Roar's data into IT Glue and ConnectWise.

ConnectWise

IT Glue

I am not syncing ConnectWise and IT Glue. I attach configs to tickets in ConnectWise.

Integrate both. Push Roar's data into both IT Glue and ConnectWise.

ConnectWise

IT Glue

I am not syncing ConnectWise and IT Glue. I do not attach configs to tickets in ConnectWise.

Integrate both. Push Roar's data into IT Glue.

ConnectWise

ConnectWise

N/A

Integrate and push data into ConnectWise.

Autotask

IT Glue

N/A

Integrate both. Push Roar's data into IT Glue.

Autotask

Autotask

N/A

Integrate with Roar. Use Roar's dashboard for documentation.

N/A

IT Glue

N/A

Integrate with Roar. Push Roar's data into IT Glue.

BrightGauge

If you are using BrightGauge, you will integrate Roar regardless of your PSA and documentation tool.

Once you have integrated your PSA and/or documentation tool, use our BrightGauge documentation to integrate with your BrightGauge instance.

FAQs

Many of our partners are concerned with data duplication in Roar. Review the following FAQs to avoid this situation:

  • Can I push Roar's data into both ConnectWise and IT Glue?

Yes you can push Roar's data into both ConnectWise and IT Glue.
Consider:

  • Where do you want your team to look for documentation?
  • Do you attach configs to tickets?
  • Do you have two-way sync turned on?

We recommend that you push Roar's data into the platform where you want your team looking for documentation. Specifically for ConnectWise, Roar's configs can be used to attach to tickets, regardless if your team lives in ConnectWise for documentation. Know that if two-way sync is turned on between IT Glue and ConnectWise, and you decide to push Roar's data into both platforms, you will find duplicate data.

  • Will Roar overwrite data that already has user generated content in my platforms?

Roar does not push data into existing Flexible Assets/configs because we don’t want to override any user generated content. We keep our data in our own Flexible Assets/configs that end in “(auto)” to make sure that your team knows that it was gathered through automation. If you edit Roar's Flexible Assets in IT Glue or the configuration questions in Roar's ConnectWise configs, then Roar will overwrite your edits.

  • Roar does not update the Notes Field in Roar's ConnectWise configs.
  • Can I link Roar's Flexible Assets/configs with my existing documentation?

You can link your Flexible assets/configs with Roar by relating items/associating Flexible Assets/configs with Roar data. If you would like to do this, please reference the following documents:

  • Can I integrate Roar with more than one ConnectWise instance, ITGlue instance, and/or Autotask instance?

Currently, Roar only supports a single integration per platform instance per Roar instance.

As an example, you can connect one Roar Instance to one IT Glue instance, one ConnectWise instance, and one Autotask instance. In this situation, you would have three platform integrations, but only one per type of integration. This is supported.

Roar cannot support multiple integrations per platform instance per Roar instance. For example, one Roar instance cannot integrate to two ConnectWise platform instances.

If this is something that you would like to see in Roar, please submit a feedback request in our Ideas Portal to get the issue some attention!

Last Updated: 2019-09-19

Roar Integration Best Practices


This article will help you understand the different methods of integrating PSA and documentation tools with Roar.

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