FAQ

I cannot update client mappings

I am trying to change a client mapping but it is not saving.. If the client is already mapped, remove the client. Then click Save All Clients to commit the changes. Map the client to the correct clie…

Updated 4 weeks ago by Support

Duplicate PSA product(s) found

There is a 1:1 relationship between Products and Vendor Items. This means that a Product can only be assigned to one Vendor item. You will receive an error message if we detect there are duplicate pr…

Updated 1 month ago by Support

Frequently Asked Questions

Does the CSP Portal support both Monthly and Annual subscriptions? Both monthly and annual licenses are supported. You will need to ensure the mapped agreement/contract has the correct Billing Cycle…

Updated 7 months ago by Support

What happens when a license is increased? (ConnectWise)

Scenario:. At the start of the month a customer is billed for their expected usage of the month to come (billing in advance). In this example, we are starting the month with 34 Exchange Online licens…

Updated 1 year ago by Support

How to export Connectwise API logs

The CSP Portal support team may request an export of your Connectwise API logs in order to diagnose an error you have reported. This requires you to enable debug mode in Connectwise, then start anoth…

Updated 1 year ago by Support

Unexpected price updates in Autotask Contract from CSP Portal

Product price in CSP Portal. The Product price in CSP Portal is pulled through from AutoTask. If you have made manual changes to a Product in your Client's contract, and CSP Portal has automatically…