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Using N-central™ version 6 or later |
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In order for the Commit Email Connector to identify the CommitCRM Account for the incoming N-central Email alert, you should include the External Customer ID field in the email alert subject. The External Customer ID in N-central will be used to store the parallel CommitCRM Account RecordID per customer. This requires setting up CommitCRM and N-able:
N-central™ settings To set up N-central, you should modify the default N-central Email template for notifications to include the External Customer ID in the email subject automatically.
When using templates, it is possible to add the {{ExternalCustomerID}} variable to the email subject templates. This will propagate the customer ID to the email alert's subject. Here are the recommended steps for non-hosted N-able users:
a. Sender Email Address - set as the "N-able" email (e.g. n-central@n-able.com) - A word/phrase which you can associate with alerts (e.g. "Alert:") - A word/phrase which you can associate with the External Customer ID (e.g. "RECID:")
For example: Alert {{CustomerName}} RECID:{{ExternalCustomerID}}, Device: {{DeviceName}}... etc.
2. Under the Product Settings section, click on Default Notification Templates and edit the templates.
3. Add the {{ExternalCustomerID}} to the email Subject in both the "Email – Long" and "Email – Short" notification templates
4. Click Save and Propagate
5. Make sure to define the Commit RecID in each Customer record in N-central. The Account's Rec ID from Commit. The RecID can be found on the Account's Notes tab, and can be taken by right-clicking the RecID label, and copying the Rec ID. Then paste it somewhere in the email subject template, with a phrase which will identify it, like "RECID: CRDIF9FPDJ4IHUMU2VWI."
Commit Email Connector Settings for working with N-able™ version 6 or later
Go to ServerConfig > Email Connector > Automated Emails: 1. In the Automated Email Detection Rules, add a new rule and set the Sender email address as empty, and the word/phrase as the word/phrase you set in the Alert subject template in N-central™.
2. Add an Account Record Detection Rule by the Record ID, between "RECID" and "," (same as you previously defined in the n-able template above).
Automated Email Settings in ServerConfig
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