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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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