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Recommended Integration Method - This is the best way to connect IT Glue to Neo. After initial setup, Neo automatically keeps your documentation in sync with zero ongoing maintenance.
ITGlue API integration in Neo
Neo Agent integrates with IT Glue via API to automatically fetch your scheduled documentation exports. Set up a recurring export in IT Glue once, and Neo handles the rest—downloading, parsing, and indexing your documentation on a schedule you control.
1

Configure scheduled export in IT Glue

  1. In IT Glue, navigate to Admin → Export Data.
  2. Select Entire account as the export option.
  3. Click the Scheduled tab.
  4. Configure your export schedule:
    • Choose a start date
    • Set the frequency (weekly, bi-weekly, monthly, etc.)
    • Optionally set an end date
  5. Optionally, encrypt your export with a password for added security.
IT Glue scheduled export configuration
Choose a frequency that matches how often your documentation changes. Weekly exports work well for most MSPs, while monthly may suffice for more stable environments.
Neo only ingests and processes documents from the export. Passwords are never imported, accessed, or stored by Neo, even though they are included in the IT Glue export.
Useful references:
2

Generate IT Glue API credentials

  1. In IT Glue, go to Account → Settings → API Keys.
  2. Click Generate API Key.
  3. Copy the API key—you’ll need it for Neo configuration.
The API key allows Neo to access your scheduled exports. It does not grant write permissions.
3

Connect IT Glue API in Neo Dashboard

  1. Go to the Integrations page in your Neo Dashboard.
  2. Open the Documentation tab.
  3. Click Add Integration and select ITGlue API.
Select ITGlue API integration
  1. Enter your IT Glue API key.
  2. If you encrypted your scheduled export, enter the export password in the Export Password field.
ITGlue API onboarding form
Using an export password adds an extra layer of security. Neo securely stores this password to decrypt exports automatically.
4

Understand automatic sync behavior

Once configured, Neo automatically:
  • Monitors your IT Glue account for new scheduled exports
  • Downloads the latest export when available
  • Unpacks and processes all documents
  • Extracts titles, paths, and content
  • Indexes everything in Neo’s vector database for instant search
The sync runs based on your IT Glue export schedule. Neo checks for new exports and processes them within minutes of availability.
You’re all set. Neo will automatically keep your documentation current based on your IT Glue export schedule.

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Switching from manual upload

If you’re currently using the manual runbook upload method, you can switch to the API integration:
  1. Set up the scheduled export in IT Glue.
  2. Add the IT Glue API integration in Neo.
  3. Wait for the first scheduled export to complete and sync.
  4. Once verified, you can remove the manual upload integration.
Both integration types can run simultaneously if needed, but we recommend choosing one method to avoid duplicate documentation entries.