FAQ

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 2 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 3 months 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 3 months 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 4 months 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…

Updated 4 months ago by Support

Export an agreement's audit trail from Connectwise

If you experience an issue with an agreement syncing, the Support team may request an audit trail export from you in order to troubleshoot the issue. This guide will show you how to export an agreeme…

Updated 5 months ago by Support

What happens if a license is increased and decreased within the same month?

Scenario:. At the start of the month customer is billed for 15 licenses for their expected usage of the month to come (billing in advance). On the 10th, this is increased to 16 licenses. On the 20th,…

Updated 5 months ago by Support

Assigned User count showing as 0

Assigned user names and counts are pulled from your Partner Center. This is often an issue with the permissions set against your Microsoft Account used for CSP Portal's authentication. Make sure your…

Updated 11 months ago by Support

Providing Error Logs to the CSP Portal Support Team

Because the CSP Portal is web based, all troubleshooting information is available from your preferred browser’s development tool window. In this guide we will cover how to open this within the most p…

Updated 1 year ago by Support

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FAQ