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Partner Portal (Cumulus)

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149 results found

  1. Pospone license removal

    It would be awesome if we could schedule licensing changes. For us, we bill in full for the entire month. So if someone drops a license on the 5th of the month, they still pay for the entire month of that license. It would be great if we could go in and make the change for example that on Jan 31, the license will reduce by 3. That would let us give the client the full month while still being able to set the changes when they come in.

    Thank you
    Thane

    1 vote

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  2. 3 votes

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    0 comments  ·  Features  ·  Admin →
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  3. management of mailboxes in the partner portal

    Managing quotas before adding or removing mailboxes

    2 votes

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    0 comments  ·  Features  ·  Admin →
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  4. 1 vote

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    0 comments  ·  Integration  ·  Admin →
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  5. Dynamics 365 integration

    Better integration or export ability for your product information like Dynamics 365..

    Also product codes so again it can marry better with Dynamics 365

    11 votes

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    1 comment  ·  Integration  ·  Admin →
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  6. IT Glue Integration

    IT Glue Integration

    10 votes

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    4 comments  ·  Integration  ·  Admin →
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  7. WHMCS integration

    WHMCS integration

    23 votes

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    6 comments  ·  Integration  ·  Admin →
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  8. Integration with Ninja

    Integration with Ninja RMM and RepairShopr

    10 votes

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    4 comments  ·  Integration  ·  Admin →
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  9. Atera Integration

    Atera is an IT management solution that enables monitoring, management and automation of hundreds of SMB IT networks from a single console. Atera includes remote control, patch management, discovery, inventory of IT assets, monitoring, security, backup, and more

    7 votes

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    0 comments  ·  Integration  ·  Admin →
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  10. Solarwinds N-Able/N-Central/MSP Manager Integration

    SolarWinds N-Able/N-Central and MSP Manager Integration

    31 votes

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  11. Private Mode

    The ability to access cumulus in “Private Mode” sometimes we are adding licenses or clients onsite and i dont want them to see the wholesale pricing on the main screen. If we login via “private mode” it would hide anything to do with Wholesale. Its a simply toggle that could just CSS “Display:none” in the wholesale column

    15 votes

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    1 comment  ·  Features  ·  Admin →
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  12. Kaseya BMS

    Kaseya BMS integration

    19 votes

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    beta  ·  Emilie Arbour responded

    Interested in taking part of our beta version of Kaseya? It is an opportunity to give your feedback and have a an impact on the project.

    Email earbour@sherweb.com if you would like to be part of the beta version.

  13. Export license/usage reports per customer to CSV

    Real-time usage reports which include dollar amounts so we know what to bill our customers at a glance.

    Detailed billing reports by customer within 24 hours accuracy EXPORTABLE to excel or PDF

    40 votes

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    launched  ·  Eric Lacroix responded

    Good Morning,

    With the newly Added Account Payable APIs and with a few lines of Power Query Script you should now be able to extract invoices data from either Microsoft Excel, Power Automate or Power BI to create an outstanding report.

    Those APIs include 36 months of historical data. You will also get access to the upcoming invoice; this one being updated daily to reflect the latest changes (licensing or usages) in your account.

    To start using the Power Query Script technology you will need to activate and configure an API key, instructions and configurations available under the ‘Security’ section of the left side panel then under the submenu ‘APIs’ of the Partner Portal Application (‘Cumulus’).

    If you’re not familiar with Power Query Script here a piece of script interacting with our APIs: https://gist.github.com/EricLacroix/e6313e893f3f107f22eccfb79cddadb7
    If your looking for a turn-key Excel file using the previous Power Query Script , we’ve…

  14. Tigerpaw Integration

    Tigerpaw combines the best features of CRM, PSA, and BPM Software to streamline how you deliver IT and technology services. That means more time for you to grow your business, help customers and enjoy your life when the work day’s done.

    7 votes

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    beta  ·  Emilie Arbour responded

    Interested in taking part of our beta version of TigerPaw? It is an opportunity to give your feedback and have a an impact on the project.

    Email me (earbour@sherweb.com) if you would like to be part of the beta version.

    - Émilie

  15. Cumulus mobile app

    Manage your account from your smartphone.


    Gérez votre compte depuis votre téléphone intelligent.

    231 votes

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  16. ConnectWise integration

    Integrate Cumulus to your ConnectWise account.


    Intégrez Cumulus à votre compte ConnectWise.

    167 votes

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    launched  ·  Emilie Arbour responded

    We’re excited to announce that our partner portal now integrates with ConnectWise! Use this integration to easily bill your clients and automate your services, so you can save time and reduce costs.

    http://info.sherweb.com/partner-integrations-connectwise.html


    Nous sommes heureux d’annoncer que ConnectWise s’intègre maintenant à notre portail des partenaires! Tirez profit de cette intégration en facturant vos clients et en automatisant vos services en toute simplicité afin de gagner du temps et de réduire vos coûts.

    https://www.youtube.com/watch?v=UOFg4kN_xIA

  17. Autotask Integration

    Integrate Cumulus to your Autotask account.


    Intégrez Cumulus à votre compte Autotask.

    74 votes

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  18. Dashboards/BI on your business

    Reporting, statistics, next invoice amount, quota versus allocated, etc.


    Rapports, statistiques, montant de la prochaine facture, quota comparé à utilisation réelle, etc.

    46 votes

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    15 comments  ·  Reporting  ·  Admin →
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  19. Quoting tool in Cumulus

    Generate quotes to potential customers from Cumulus.


    Générez des estimés à des clients potentiels depuis Cumulus.

    48 votes

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  20. User and bundle management in Cumulus

    Create/Manage users and assign bundles to them directly from Cumulus.


    Creez/Gérez les utilisateurs de vos organisations, puis allouez leur des plans directement dans Cumulus.

    18 votes

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