Partner Portal (Cumulus)
160 results found
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Solarwinds N-Able/N-Central/MSP Manager Integration
SolarWinds N-Able/N-Central and MSP Manager Integration
31 votes -
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 -
Kaseya BMS
Kaseya BMS integration
19 votesInterested 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.
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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 votesGood 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… -
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 votesInterested 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
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Cumulus mobile app
Manage your account from your smartphone.
Gérez votre compte depuis votre téléphone intelligent.
231 votes -
ConnectWise integration
Integrate Cumulus to your ConnectWise account.
Intégrez Cumulus à votre compte ConnectWise.
167 votesWe’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.
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Autotask Integration
Integrate Cumulus to your Autotask account.
Intégrez Cumulus à votre compte Autotask.
74 votesAutotask is now live!
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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 -
Quoting tool in Cumulus
Generate quotes to potential customers from Cumulus.
Générez des estimés à des clients potentiels depuis Cumulus.
48 votes -
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 -
Custom email templates
Send custom emails to your customers via Cumulus (Activation email, configuration guide, etc.).
Envoyez des courriels personnalisés à vos clients via Cumulus (courriel d'activation, guide de configuration, etc.).
17 votes -
Column Totals
Totals at the bottom of the Whole sale and Retail columns
4 votes -
cash flow statement
cash flow statement
3 votes -
Usage sync between Cumulus and configuration screens.
Would REALLY appreciate usage to automatically sync between Cumulus and the configuration screens, so that when I delete an account, or make some other change, I don't have to go back to Cumulus to reduce the usage there in order to avoid getting charged for it. And to be able to create an account (or make whatever change) without having to go into Cumulus to up my usage first.
4 votes -
Ability to create promo codes for our customers
Ability to create promo codes for our customers within Cumulus
7 votes -
Microsoft license report
It would be nice to be able to run a report in the portal that would provide the following information sorted by client. License-based subscription, QTY, Commitment term, and renewal date.
0 votes -
Add licence provisionning details to the log
Add licence provisioning detail to the Log. Even though this detail is available in the monthly invoice, partners aren’t able to see this detail prior to the invoice date and sometimes they need to track it sooner than that.
0 votes -
Get a view on past transactions and filter according to a time period
I want to know all the transactions that occured in my account during a time period
so that I can easily synchronise my external billing tool0 votes -
Sort product SKUs by alphabetical order in Cumulus
Ability to sort product SKUs by alphabetical order in the Offers tab.
0 votes
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