Acronis Integration: Configuration

Complete the steps below to configure the Acronis integration.

1. Click Admin on the sidebar menu and select Integrations Library.
   
    
2. Click the Marketplace tab.
   
    
3. Locate and select the Acronis Integration in the RMM section.
   
    
4. Click the Configure button.
   
    
5. The Initial Configuration section is automatically populated. Click the Next button.
   
    
6. The Acronis integration is unlike other integrations with Rev.io and requires you to work with our sales team to get set up with Acronis. Select I have consulted with Sales from the dropdown to confirm that you've completed this required step. NOTE: If you do not work with our sales team, this integration may not work correctly. 
   
     
7. Enter the email address where your Acronis activation email was sent in the Administrator Email field. Then, click the Finish button.
    
8. Select the customers you want to sync with Acronis and click the Sync customers to Acronis button. You'll receive an in-app notification when the sync is complete.
   
    
9. Click the Sync button to confirm. You will receive a pop-up notification in the lower right corner when the sync is complete.
   
    
10. Open your Acronis activation email. Click the Activate Account button.
    
     
11. Enter the password for your Acronis account and click the Next button.
    
     
12. Select the checkboxes to agree to the legal terms and click the Accept button.
    
     
13. Enter your company name, country, state, and ZIP code to complete the Company Information tab. Then, click the Next button.
    
     
14. Enter the required information for a billing contact, business contact, and technical contact to complete the Company Contacts tab. Then, click the Done button.
    
     
15. Complete the Acronis activation survey by making your selections in the pop-up and clicking the Next button.
    
     
16. The list of customers you selected to sync displays in the Acronis portal. Clicking on any name in the list shows you the information synced from Rev.io for the customer, including company name, website, address, and email address.
    
     
17. To sync new customers with Acronis, open the Integrations tab on the customer profile screen and click the Sync button for the Acronis integration. To deactivate a customer's Acronis sync, you'll need to remove the sync manually from both Rev.io and Acronis.