Webroot Integration

Karissa Vandenberg
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This is a new MAV product that gives you the awesome power of Webroot at your fingertips for an amazing price. 

Webroot is $1 per endpoint.

What the integration does

  • Allows you to create a new Webroot account to use with Syncro
  • Allows you to migrate your existing account to be managed by Syncro

Table of Contents

Create a new Webroot account

Apply Webroot to a Policy

Migrate an Existing Webroot account

Create a New Webroot Account

  1. Head over to the App Center and select the Webroot app card. The first step to enable the integration will be to create a new Webroot account or if you already have an account, start here. 
  2. An email from Webroot will be sent to the email that was used when signing up on the app card. You should receive the email shortly (at most 10 minutes) which will contain instructions on how to sign in to your new Webroot account.
    When prompted to select which type of account to create on Webroot, choose MSP.

    Once you have completed those instructions and signed into your Webroot account, return to Syncro and continue to the next step:
     
  3. Now, you will need to grant Syncro access to manage your Webroot account. Click the button below to grant access: 

  4. You should now receive an email from Webroot asking you to confirm our request to become an API admin on your Webroot account. Follow the link in the email to confirm access and return to the Syncro app card to continue or request a new email: 

  5. Webroot is now available to use and can be added to your Policies:

Apply Webroot to a Policy

  1. Head to the Policies page and select a policy you wish to enable Webroot on.
  2. Navigate to the Webroot module and select 'Enabled'
  3. Next, sync your Webroot Policies and select the policy you wish to apply: 
  4. Save the policy and Webroot will now be applied to all assets on your policy.

Migrate an Existing Webroot Account

If you already have an existing Webroot account, you can migrate the account to be managed by Syncro. To get started, head to the App Center and select the Webroot App Card. 

  1. On the Webroot App Card, select 'here' to be taken to the migration wizard:

    Select 'Continue' to start the migration:
  2. Next, you will need to get enter your GSM Console Key to continue:
  3. Webroot requires some customer information in order to take over your account from your current provider and process billing. Please use the Webroot GSM Admin email from your account. All Webroot related emails will continue to go to this email address. Once all the information has been entered, select 'Continue'. 

  4. Webroot requires some manual work to perform an account migration. They need your express written consent that you wish to migrate your account to be managed by Syncro, which we will pass along on your behalf. To begin we will need you to send an email to us at webroot-migrations@syncromsp.com.

    It is important to use the GSM Admin Email and not a user email if there are multiple emails. Also include your Name, Company Name, and Keycode which are associated with the account as well. 

    Once we receive this email, we will send it over to Webroot. Webroot will verify your account credentials (email, keycode, and name) are an existing Webroot account. If so they will transfer your account at the end of your current billing period.

    Depending on your current Webroot account setup, your current billing period could end at the end of the month or as much as a year from now.

    Please Note: If your Webroot billing period does not end within 90 days from the migration request, you will need to wait and re-request once you are within 90 days of the billing period. If this is the case with your Webroot account, we will notify you and tell you when you can make the migration request again.

    Now, if the billing period does end within 90 days of your migration request, Webroot will migrate your account on the date your billing period ends. 

    The migration will be paused until your migration time seen on this page has occurred. Once that date has passed and your account has been migrated to us, you can continue with the migration wizard onto step 5.

  5. Next, Syncro needs to request admin access to your Webroot account. This will allow us to access your Webroot data via API. Hit 'Continue' to have Webroot send you an email to confirm this request. 
  6. You should now have received a confirmation email from Webroot to approve SyncroMSP as an API admin on your account. Once you have this approved, 'Continue' to the next step. 
  7. Next, we want to make sure that the Syncro agent is installed on all the computers that are listed in Webroot to ensure the migration runs smoothly. If the agent is not installed on any devices, you can leave this step to install and come back. 
    If there are any missing agents or this step is skipped, you may end up with some devices in Webroot that Syncro does not manage until the mapping is fixed later on. 
  8. Now we have collected all of your Webroot Sites. If there are any Sites missing, click the 'Re-sync Webroot Sites' button. You are also given the option to change the Syncro customer that was mapped or select a group of sites to create new Syncro customers.

    Select 'Continue' to move on to the next step. 
  9. Next, we will handle any discrepancies between Assets, Webroot Endpoints, Webroot Sites, and Syncro Customers. 

    It is possible that a Webroot endpoint is on a different Webroot site than the Syncro customer. In this case, for any mismatched asset we can perform the following actions: 
          1. Move the asset to the Syncro customer that the Webroot endpoint it is mapped to
          2. Move Webroot endpoint to Webroot Site that the Syncro customer is mapped to
          3. Create a new Webroot site on the Syncro customer and  move the Webroot endpoint to 
    You can modify assets with the above options here: 

    Or you can modify assets individually here: 

    Note: Options will be available given the current state of the asset. So, some assets could have options 1 and 3 available while others have 1 or 2. 
    Once all assets have been modified, select 'Continue' to move on to the next step. 
  10. The next step in the integration is to set up your Syncro policies with Webroot. Syncro Policies can interact with Webroot by being Syncro Managed or Webroot Managed. 

    Syncro Managed
    A Syncro Managed policy enforces the Webroot policy to a Syncro policy on all connected assets. It also enforces the Webroot Site to the connected Syncro customer on all connected assets.
    If Webroot is already installed on the asset but is not managed by Syncro, we will re-install Webroot to ensure we are managing it. 
    If the asset is moved to a Syncro policy without Webroot, Syncro will uninstall Webroot.
    If the asset is deleted in Syncro, Webroot will be uninstalled.

    Webroot Managed
    If Webroot is already installed on the asset, Syncro will not do anything. If Webroot is not installed on the asset, Syncro will install Webroot using the Webroot policy on the Syncro Policy.
    For new assets, Syncro will use the Webroot site that is connected to the Syncro customer. We do not enforce it though, so this could be changed in Webroot. 
    If the asset is moved to a Syncro policy without Webroot, Syncro will uninstall Webroot.
    If the asset is deleted in Syncro, Webroot will be uninstalled. 


    Once the policies have been set up, confirm your policies to continue: 
  11. The final step is to confirm your Webroot settings in order for the integration to go live. Nothing will go live on your assets or policies until you select the 'Finish Wizard and Enable Webroot on Policies' button below:

 

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