Vince Gerasolo
My feedback
15 results found
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295 votes
FIM (Federated Identity management) is now implemented, this solution will allow you to configure your Azure AD tenant as a replacement solution for the authentication process of our Partner Portal this will allow you to achieve SSO within a few clicks.
To configure this integration, navigate to the ‘Security’ section then click on the Sub-Section ‘Identity Provider’ then a few configurations step will be required for the activation of this integration.
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18 votes
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30 votes
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31 votes
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167 votes
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.
An error occurred while saving the comment Vince Gerasolo
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39 votes
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… -
297 votes
Francais ici-bas
Hello,
We are currently looking for partners interested in developing integration with our new Account receivable APIs, those will allow you to consume the various products charges (fees) aligned with the billing period of your customers, which is particularly relevant if you want to benefit from pre-calculated adjustment of licenses including prorate and for usage base products (e.g.: Azure, Backup). So, in a nutshell this API allows you to develop the capabilities that have been put in place with our native ConnectWise, Autotask, Kaseya and QuickBooks integrations.
For the moment these APIs are only available by invitation, you can confirm your interest by email or for further discussion, schedule a meeting for discussion with me: http://bit.ly/sw_eric
Eric Lacroix B.Sc.
Director Platform – ProductLet’s connect on LinkedIn
1 (888) 567-6610 Ext. 4571 | +33 (0) 1 72 81 35 97
Schedule a meetingBonjour à vous,
Nous sommes…
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20 votesVince Gerasolo
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476 votes
Sherweb is exploring the idea of building a end-user portal. This portal would allow your customers to control their licences and their users accounts.
You would like to be part of this project, by sharing what features would make the best end-user portal for your business? That’s great because we want to build something that will be of value for you!
Let me know if you are interested in sharing your comments on the features that you would like to see in an end-user portal for your customers!
Émilie
earbour@sherweb.comVince Gerasolo
supported this idea
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178 votes
The team has started collecting insight if you haven’t been contacted and wish to provide some insight please feel free to reach out to me with your contact information: http://calendly.com/elacroix
You may also be interested in voting or looking at “End Customer facing Portal for User adds/changes” http://feedback.sherweb.com/forums/917740/suggestions/31759024
PS: You are receiving this message because you either vote on this idea or because you promote it as a weakness during our annual survey.
Eric Lacroix
Product Director, PlatformVince Gerasolo
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22 votesVince Gerasolo
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48 votesVince Gerasolo
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17 votesVince Gerasolo
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230 votesVince Gerasolo
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46 votesVince Gerasolo
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Billing integration into ConnectWise