Setup
Initial Setup (Dicker Data)
Initial Setup - Quick Summary. Prerequisites. Microsoft Account on your Office 365 tenancy. This account must have: Global Administrator permissions OR At least Admin Agent permissions. 2 Factor Auth…
Requesting Dicker Data API Token
This is a requirement for your Initial Setup. To request this token, you must have a Dicker Data account login with admin privileges.. Request your Dicker Data API Token. To receive your Dicker Data…
Initial Setup (Xero)
Initial Setup Quick Summary. Prerequisites. Xero Account that can grant application access. Microsoft Account on your Office 365 tenancy. This account must have: Global Administrator permissions. Adm…
Mapping Contacts (Xero)
Map your Dicker Data Tenants to Xero Contacts. Log into app.cspportal.cloud and browse to Contacts.. Locate a Dicker Data tenant and confirm they're in the Client Not Setup status. Once confirmed, se…
Set up a Customer on CSP Portal (Dicker Data)
Introduction. In this guide, we will configure a customer currently in the Not Setup status within the CSP Portal. Please note, the references used in this guide are for ConnectWise, however this wil…
Create ConnectWise API Member
Introduction. In this article, we will create a ConnectWise API User to use for our CSP Portal Initial Setup. Create a New Security Role. For the CSP Portal we recommend creating a new security role…
Confirming Microsoft Account Permissions
Introduction. The Microsoft Account used to setup the CSP Portal requires: Global Administrator rights. Admin Agent rights. 2 Factor Authentication enabled. In this article, we will confirm our selec…
Create Autotask API User
Introduction. In this article, we will create an Autotask API User to use for our CSP Portal Initial Setup. Create an API User: Login to your Autotask website. Browse to Admin > Resources (Users) > N…
