Partner Portal (Cumulus)
131 results found
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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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Solarwinds N-Able/N-Central/MSP Manager Integration
SolarWinds N-Able/N-Central and MSP Manager Integration
31 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
39 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… -
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 -
Cumulus mobile app
Manage your account from your smartphone.
Gérez votre compte depuis votre téléphone intelligent.
230 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 -
Autotask Integration
Integrate Cumulus to your Autotask account.
Intégrez Cumulus à votre compte Autotask.
74 votesAutotask is now live!
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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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