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Using CSP Portal

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…

Updated 3 months ago by Support

Increasing/Decreasing Customer Licenses from the CSP Portal

Introduction. In this guide, we will cover how to increase and decrease a customer's license from the CSP Portal. Please note, this functionality is only available for the DickerData CSP Portal integ…

Updated 5 months ago by Support

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…

Updated 6 months ago by Support

Automap Clients Where Possible

What is Automap Clients Where Possible? This feature is used for mapping Microsoft and/or DickerData clients to companies within your ConnectWise and Autotask. Rather than mapping each company manual…

Updated 6 months ago by Support

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…

Updated 6 months ago by Support

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…

Updated 6 months ago by Support

Sync Invoice Description

What is Sync Invoice Description? The Sync Invoice Description feature automates your Invoice notes, providing your customers with key information on their billed licensing. The following variables a…

Updated 7 months ago by Support

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…

Updated 11 months ago by Support

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…

Updated 1 year ago by Support

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