Using CSP Portal
Sync Invoice Description
Assigned User information is not yet available for customers using Monthly Sync. What is Sync Invoice Description? The Sync Invoice Description feature automates your Invoice notes, providing your cu…
Billing in Arrears - Prorate
License Quantity Increase:. Main quantity is updated at the end of the month to the current license count. Temporary Prorate line item is added immediately. Example:. Main quantity stays at 12 and is…
Billing in Arrears - Non-Prorate
License Quantity Increase. Main quantity is updated immediately to the current license count. Example:. At the end of the month, the customer is billed for their actual usage of the month that’s been…
Billing in Advanced - Non-Prorate
License Quantity Increase. Main quantity is updated immediately to the current license count. Example:. At the start of the month, the customer is billed for 12 licenses for their expected usage of t…
Prorate AutoTask Recurring Service
Introduction. This article contains an example on how the CSP Portal works to Prorate Recurring Services within Autotask. Please note, prorate is the default behavior within Autotask and enabled auto…
Automap Clients Where Possible
What is Automap Clients Where Possible? This feature is used for mapping Microsoft and/or Dicker Data clients to companies within your ConnectWise and Autotask. Rather than mapping each company manua…
Prorate ConnectWise Agreements
Introduction. This article contains an example on how the CSP Portal works with Prorate Agreement enabled against an Agreement within ConnectWise. Within ConnectWise, this setting can be enabled or d…
Notification and Reporting Settings
CSP Portal provides the following reports, which are triggered every Monday at 12:01am NZST Current NZST Time. These emails are sent as no-reply@cspportal.cloud Unmapped Clients. This report will pro…
Billing in Advanced - Prorate
Billing in Advanced - Prorate. This article will cover what happens when a license increase or decrease is made for advanced prorate billing in your PSA. License Quantity Increase. Main quantity is u…
Educational and Charity Licenses
Educational and Charity licenses cannot be mapped from the Products tab of CSP Portal, instead you will need to map these from the Licenses tab. Mapping a New Educational/Charity License. Log into th…
Custom Product Profiles
Custom Product Profiles provide a solution for companies with different pricing models. When a Product is first mapped, a default price is created based on the information within your PSA. As an exam…
Managing User Access
Introduction. In this guide, we will add additional Users to access the CSP Portal Prerequisites. Access to app.cspportal.cloud Manage User Access. Browse to app.cspportal.cloud and select Login Sele…
