All Categories ​>​ ​Using CSP Portal

Using CSP Portal

Billing in Advanced - Non-Prorate

Billing in Advanced - Non-Prorate. This article covers what happens when a license is increased or decreased for advanced non-prorate billing in your PSA. License Quantity Increase. Main quantity is…

Updated 5 months ago by Support

Billing in Arrears - Non-Prorate

Billing in Arrears - Non-Prorate. This article will explain the license increase and decrease behaviour in your PSA for arrears non-prorate billing. License Quantity Increase. Main quantity is update…

Updated 5 months ago by Support

Billing in Arrears - Prorate

Billing in Arrears - Prorate. This article will break down the behaviour for arrears prorate billing in your PSA. This will include what happens when a license quantity is increased, and when a licen…

Updated 5 months ago by Support

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…

Updated 5 months ago by Support

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 1 year 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 2 years 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 2 years 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 2 years 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 2 years 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 2 years 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 2 years 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 2 years 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 2 years ago by Support

Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)