Azure
FAQ
Unexpected price updates in Autotask Contract from CSP Portal
Frequently Asked Questions
Duplicate PSA product(s) found
I cannot update client mappings
What happens when a license is increased? (ConnectWise)
How to export Connectwise API logs
Export an agreement's audit trail from Connectwise
What happens if a license is increased and decreased within the same month?
Assigned User count showing as 0
Providing Error Logs to the CSP Portal Support Team
General Information
New Commerce Experience
Setup
Requesting Dicker Data API Token
Initial Setup (Dicker Data)
Initial Setup (Xero)
Mapping Contacts (Xero)
Set up a Customer on CSP Portal (Dicker Data)
Create ConnectWise API Member
Confirming Microsoft Account Permissions
Create Autotask API User
Using CSP Portal
Billing in Arrears - Prorate
Sync Invoice Description
Billing in Arrears - Non-Prorate
Billing in Advanced - Non-Prorate
Prorate AutoTask Recurring Service
Automap Clients Where Possible
Prorate ConnectWise Agreements
Notification and Reporting Settings
Billing in Advanced - Prorate
Educational and Charity Licenses
Custom Product Profiles
Managing User Access
- All Categories
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- CSP Portal Pricing
CSP Portal Pricing
Updated
by Support
Dicker Data
Please consult your Dicker Data account manager to confirm pricing. If you are unsure of who your account manager is, you can contact:
- For New Zealand partners - Email sales@dickerdata.co.nz
- For Australian partners - Email integration.support@dickerdata.com.au
To get started with CSP Portal, check out our Initial Setup (Dicker Data) article
