Work 365

Setting up the TechData Provider, Provider Accounts, and subscriptions

23 views January 8, 2020 January 17, 2020 0

Note: TechData does not have Azure consumption integration, or Agreements integration. Currently, Tech Data only integrates Microsoft license based subscriptions.

Note: You will need the following information in order to set up the TechData Provider. (Please contact your support representative at TechData to get the information)

1. Set up the Tech Data Provider: Go to Work 365 > Provider > +New

    1. Add the name
    2. Internal Name:Providers.TechDataCspProvider
    3. Add User Name: Client ID
    4. Add Password: Client Secret
    5.  End Point URL: This is the URL for the different services provided by the APIs.
      1.  Request from TechData using this Document:
    6. Under Additional Properties:
      1. TechData SOIN: This a 32 bit encoded key provided by Tech Data
      2. Currency Code: USD
      3. API End Point URL: This is the URL for the different services provided by the APIs.
        1. (For US production)
        2. Request from TechData using this Document:
      4. Add the TechData Reseller Relationship url
    7. Save

2. Hit the Work 365 button dropdown > Verify Connectivity

3. Once verified > Sync Provider Accounts

These provider accounts are all the customer accounts on your TechData Portal.

Note: Currently the TechData integration does not allow customer accounts to be created from Work 365, customers accounts can only be sync’ed from TechData into Work 365.

4. Map the provider accounts: Each account will need to be mapped to a unique CRM account (there cannot be 1 CRM account for multiple Provider Accounts). See Provider Accounts for additional information.

5. All the TechData subscriptions will sync to Work 365 automatically through a backend job by the next day. Subscriptions can also be manually synced at the Billing Contract level.

6. Once the subscriptions are synced, ensure the Billing Contract, Customer, and pricing fields are all accurate.

7. Of the old subscriptions with a Manual TechData provider, reassign the License change log history to the automatic TechData subscription. This way the license change log history is still active with the automatic subscription.

8. Deactivate the manual TechData subscriptions.


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